Strategic Account Executive

Agent Sync is a powerful, easy-to-use Compliance as a Service solution, directly integrating regulatory database sources of truth (i.e. NIPR, FINRA) with core business systems (i.e. Salesforce) so we can automate the critical business processes associated with these compliance requirements.

We’re a new-school solution tackling an age-old, ubiquitous problem with smart technology and automation in a market full of inefficient, high-cost solution options - spreadsheets, manual processes, legacy software, more headcount, outsourcing, etc.

As a Strategic Account Executive at Agent Sync, you will play a critical role in driving growth through new logo acquisition across the world’s largest Insurance Carriers, Agencies, and MGAs. You will be responsible for researching, creating, and pursuing new business opportunities, while also driving expansion revenue within a small book of existing Strategic accounts. As the CEO of your territory you will be responsible for leading the effort across 20-25 named accounts.

Strategic Account Executives are responsible for leading a cross functional team selling motion across Marketing, Sales Development, Pre-Sales Engineering, Professional Services, Product, and the Executive team.

Agent Sync Sales is committed to delivering value based outcomes and customer love, leaving a legacy of excellence and impact. We hold ourselves to the highest standards of accountability and curiosity while embracing team selling and a spirit of continuous learning. We celebrate our victories and find opportunities for growth in our challenges. Together, we will unite our strengths to crush our goals, catapult our careers and find joy in the journey!

• Manage the complete sales cycle for strategic accounts across multiple insurance distribution channels, including new business acquisition, renewals, and upsell/cross-sell opportunities.
• Develop a robust pipeline through comprehensive knowledge of your assigned 20-25 key accounts' current states and needs.
• Develop deep understanding of customer objectives, existing business processes, challenges, opportunities, budget constraints, and desired business outcomes in relation to Agent Sync solutions.
• Employ consultative solution selling techniques and follow our customer engagement process (CEP) to ensure consistency throughout all phases of the sales cycle.
• Participate in weekly coaching sessions with your manager and integrate feedback into your sales approach and methodologies.
• Provide clear, accurate updates to internal teams regarding pipeline development, sales funnel status, forecasting, prospect requirements, and product feedback.
• Collaborate with technical and implementation teams to ensure comprehensive service delivery that achieves exceptional customer outcomes.
• Contribute to the development and refinement of best practices, processes, tools, and metrics that build the foundation of our world-class Sales function.

• 10+ Years B2B Enterprise SaaS experience in Senior Account Executive/Sales roles
• 2+ years successful selling complex SaaS solutions to the insurance vertical
• Demonstrated top performer with a track record of meeting and exceeding annual ARR quotas of $1.5M + with average deal sizes of 500K+
• Experience with C Level Sales and relationship management.
• Excellent data-driven, process-driven, methodical, and consultative sales process and mechanics
• Strong pipeline generation, management, and forecasting skills
• Project Management skills:
  Able to coordinate and drive complex multi-threaded deals from start to finish
• Natural problem-solver: comfortable with complexity and ambiguity; able to both delve into the details and operational tactics, and engage meaningfully on the big picture and overall strategy
• Proactive and passionate: independently solving conceptual problems, and delivering results in challenging situations
• High-energy, team-first attitude: motivated to work collaboratively in a fast-paced, ever-changing environment to help our growing business

At Agent Sync we are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience…