Sales Executive

Overview

Love building relationships and helping local businesses run smarter and more secure? Join OptfinITy and help power the Washington, DC area and nationwide small and midsize businesses with managed IT, cloud, and cybersecurity.

OptfinITy is a 23 year old IT Managed Services firm focused on delivering Managed IT, Microsoft 365, Google Workspace, Cybersecurity, Backup/DR, and strategic vCIO services to SMBs across the country.

• Own a territory across the DC Metro area; prospect SMBs (20–500 employees) in non profits, hospitality, healthcare, legal, construction, professional services and nonprofits.
• Book 12–15 qualified meetings per month through a mix of calling, email, Linked In, events, and partner referrals.
• Lead discovery to map business needs to solutions across managed IT, security (MFA/EDR), cloud, and backup/DR.
• Build proposals and present ROI to owners, CFOs, and IT managers; collaborate with Solutions and Service Delivery to scope SOWs and set SLAs/onboarding timelines.
• Track pipeline, forecast accurately, and hit targets for meetings, qualified pipeline, and closed revenue in our CRM.
• Be active in the community:
  Chamber of Commerce, Networking Organizations, Industry Associations, and tech meetups.
• Stay sharp on competitors and market trends across the country.

• 1–3+ years in B2B sales or business development (MSP, SaaS, telecom, or cybersecurity a plus).
• Strong prospecting and meeting-setting skills; confident on the phone and in person.
• Clear communicator and storyteller; comfortable presenting to executives.
• Proficient with a modern CRM (Hub Spot, Salesforce, etc.) and sales cadences.
• Working knowledge of Microsoft 365 and basic security concepts (MFA, EDR, backup).
• Bachelor’s degree or equivalent experience.
• Local knowledge of the Washington DC area community and willingness to travel around the metro area.

• Experience with MSP tools like Connect Wise or Autotask;
  Linked In Sales Navigator, Zoom Info, Hubspot.
• Familiarity with compliance drivers (HIPAA, PCI, NIST CSF) in healthcare, retail, and professional services.
• Channel/partner experience (distributors, vendors, ISPs, and referral networks).

• Complete onboarding and product training (M365 fundamentals, security awareness).
• Build a territory plan and a 200-account target list across key industries.
• Consistently book 3–4 first meetings per week, create $250k+ in qualified pipeline, and close your first 1–2 deals with the team.

• Competitive base + uncapped commission with accelerators; realistic OTE for top performers.
• Benefits: medical, dental, vision, 401(k) with match, PTO, paid holidays, mileage/parking stipend.
• Career path to Account Executive or vCIO track, ongoing training and certifications