Account Manager

Account Manager for Software Sales at ProSight Financial Association. Reports to Group Director, Sales – Learning & Development. Responsible for selling Policy Manager product to bank, credit union, and mortgage firms nationwide. Must be a hunter and able to identify business needs and propose solutions for regulatory compliance training and other related services. Occasional travel may be required to give executive-level presentations to key decision-makers.

Requirements

• Plan and organize work schedule to call prospects to close sales daily.
• Research/profile financial vertical nationwide to identify and penetrate top prospects.
• Develop account strategies and a network of contacts at various levels/functional responsibility within each organization in the assigned territory.
• Follow leads through all stages of the sales cycle -- lead generation, proposal, negotiation, closing and post-sale follow-up.
• Conduct a needs assessment and develop recommendations/proposals.
• Demonstrate technology products and solutions over the phone and Internet.
• Stay attuned to market trends, competition, customer needs, pricing and other factors that may impact sales and growth.
• Provide prospects with information and advice on BAI products and services.
• Manage and maintain a sales funnel to achieve steady growth within assigned territory.
• Provide realistic sales forecasts to facilitate growth.
• Manage contract negotiations, service requirements and details to close the sale.
• Manage territory, sales cycle and customers in CRM system.

Benefits

• Comprehensive insurance coverage
• 401(k) plan with company match
• Flexible paid time off
• Hybrid and remote working models
• Tuition assistance