Retirement Services Account Executive; Remote

The primary goal of the Mid Market Account Executive is to generate leads, develop an account portfolio, and close deals in order to meet quarterly sales booking and revenue quotas in the assigned geographic territory.

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We have a passion for making all employees feel supported. In addition to having a genuine interest in helping you do your best work and drive your career, we offer:

• 100% employer-paid premiums for Medical, Dental, and Vision for employee
• 70%+ employer-paid premiums for Medical, Dental, and Vision for dependents
• Remote
• 12 paid company holidays

Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training.

• Build a pipeline of prospects and manage the sales stages from initiate to close.
• Generate list of prospective churches through research, cold-calling, internet and professional network.
• Meet and exceed sales revenue and booking goals and overall objectives.
• SDR’s, AE’s, Sales Managers, Marketing team, other partner affiliates to execute company initiatives.
• Plan, direct and coordinate sales support activities, including management of the sales pipeline through Salesforce.
• Ensure all targeted prospect/client contacts and engagement opportunities are recorded in Salesforce.
• Involved in all phases of the sales lifecycle including: identifying and developing leads; financial deal structuring; to contract negotiation and closing.
• Share industry, deal, and sales “best practice” knowledge with other members of the sales team.
• Collaborate with the Partner Success team and Implementation Team to ensure that expectations set during the sales process are met in delivery.

• Must have 3-5 years+ successful sales experience.
• Experience in selling in the technology field, preferably SaaS Solutions.
• Deep understanding of the sector culture, leaders, organizations, and structures.
• Understand and manage complex sales cycle from researching a prospect, to scheduling demos, negotiation, to contract, and closing a deal.
• Understanding of managing prospects through a CRM application.
• Strong computer skills required for job functions:
  Mac OSX, Google Platforms Excel, and PowerPoint.
• Self motivated, creative, flexible.
• Prolonged periods of sitting at a desk and working on a computer.
• Prolonged periods of sitting at a desk and working on a computer will be required.

This description reflects management's assignment of essential functions, it does not prescribe or restrict the tasks that may be assigned.

If you require a modification to your work equipment or furniture please contact the People Team - value and embrace diversity and inclusion of all Team Members.

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