Senior Field Sales Manager

About the Role

As a Senior Field Sales Manager, you will elevate your role in driving our business success by representing our products and services with deeper customer understanding. You will have more autonomy in setting and negotiating terms and take a proactive approach to meeting sales targets within your designated territory.

Primary responsibility is to sell  software products and services in a defined territory.

• Sell  cloud-based software products and services in a defined territory made up of a specific geography of states in the U.S.
• Partner closely with an assigned Account Manager to ensure customer retention/success and work together on new sales opportunities
• Develop a strong understanding of the retirement plan administration market, our customers (TPAs, CPAs, Law Firms, etc.), and their daily workflow.
• Prospect and develop new business in both existing accounts as well as new accounts.
• Maintain and update information in  including activities, demos, and pipeline management
• Utilize sales tech stack including Outreach.io, Gong, Sales Intel/Zoom Info, Linked In/Linked In Sales Navigator, etc. in daily sales workflow
• As needed, attend National and Local ASPPA and NIPA trade shows to provide booth coverage. This includes learning and executing our Trade Show processes.
• As needed, attend in-person customer/prospect meetings in defined territory
• Develop relationships with major players in each of your large metro markets.
• Submit timely reports as requested by the Sales Manager and/or Executive Management.
• Contribute & exchange ideas and best practices to other members of the sales team.
• Fast and thorough follow-up on inquiries from customers and prospects by phone, email, text message or applicable tech stack application
• Work closely with the assigned Account Manager, Customer Service and Billing to solve billing/service issues that could affect the renewal of a subscription.
• Support team, Business Unit, and corporate goals and objectives.
• Perform various ad hoc duties as requested by Sales Manager.

• 3+ years of over-quota sales experience.
• College Degree or equivalent experience
• Knowledge of and experience in the Retirement industry strongly preferred.
• Excellent verbal and written communication skills
• Excellent organization, planning and presentation skills
• Strong time management skills
• Proficiency with Microsoft Office Products (PowerPoint, Outlook, Excel, Word) and

• Motivated self-starter
• Strong sales ability with both a short and longer sales cycle
• Detail oriented with strong analytical, time management and problem-solving skills.
• Ability to work well individually and in a team.
• Highly embracive of a ‘better together’ corporate culture
• Ability to embrace and implement change
• Ability to develop deep relationships with customers and prospects
• Strong Customer Service skills
• Enthusiasm and eagerness to learn
• Consulting mentality—extracting insights, including the ability to understand & translate retirement industry terminology/workflow, from very complex and/or limited information to make a recommendation to stakeholders
• Demonstrated ability to take initiative, be proactive, and think independently, and anticipate needs related to future work.
• Demonstrated capacity to learn and apply skills and knowledge to unique and varied situations
• Highly responsive and resourceful. Positive ‘can do’ attitude and approach to problem solving
• Innovative mindset; willingness to try creative and different ways of meeting sales goals.
• Ability to clearly communicate concepts, research findings, issues analysis, project and evaluation results, and data interpretations

Some travel, typically less than 10%

To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts. Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we’re getting to know you—not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in…