Account Executive
New
A
AndesaFinancial Services Software
United StatesFull-TimeSenior
SalaryUSD 120000 - 170000 / year
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Job Details
- Experience
- 7+ years
- Required Skills
- Account ManagementCRM
Requirements
- 7+ years in enterprise sales or account management, with a strong track record of new business generation.
- Strong consultative selling skills and the ability to translate complex plan design and tax concepts into clear business value.
- Excellent presentation, negotiation, and written communication skills.
- Proven ability to build long-term, B2B relationships and partnerships.
- Strong business acumen in sales planning, forecasting, and execution.
- Willingness to travel approximately 25–40% of time for broker visits, client meetings, and industry events.
- Bachelor’s degree required.
- Demonstrated success in areas like executive benefits, NQDC plans, retirement plan administration, or life insurance–funded benefit strategies is preferred.
- Knowledge of Advanced Markets non‑qualified plan administration and relevant tax frameworks (e.g., ERISA, IRC Section 409A) is a plus.
- Experience selling Enterprise SaaS or technology-enabled services into broker or consultant channels is a plus.
Responsibilities
- Execute a broker-focused go-to-market strategy to generate new business opportunities.
- Perform proactive outbound outreach such as cold calls, emails, and event networking.
- Manage the full sales cycle including discovery, solution alignment, demos, proposals, and contracting.
- Educate brokers and their clients on NQDC plans, executive benefits, and COLI/BOLI-funded arrangements.
- Coordinate cross-functional teams to scope solutions, develop pricing strategies, and deliver RFP/RFI responses.
- Maintain accurate pipeline data and sales forecasting within the CRM.
- Identify market expansion opportunities and provide feedback to Product and leadership teams.
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