Field Sales Executive -ftwilliam.com (Western United States)
Core
Selling ftwilliam.com cloud-based software products and services for retirement plan administration in the western United States.
Role type
Field Sales Executive (SaaS)
Builds
ftwilliam.com cloud software products and services
Domain
Retirement plan administration / Legal and Regulatory
Deliverable
product features
Required skills
prospecting, account management, CRM management, sales reporting, trade show execution, client relationship building, value proposition communication
Preferred skills
retirement industry knowledge, Salesforce.com proficiency, Outreach.io usage, Account Management with SaaS solutions
Technologies
Salesforce.com, Outreach.io, Chorus.ai, ZoomInfo, LinkedIn Sales Navigator, Microsoft Office
Responsibilities
Sell cloud-based software products in a defined territory, prospect and develop new business, develop relationships with major players in metro markets, attend in-person customer/prospect meetings, partner with Account Manager for retention and new opportunities, maintain Salesforce.com pipeline, utilize sales tech stack, attend tradeshows, submit sales reports, follow up on inquiries, solve billing/service issues.
Seniority
Mid-level, hands-on IC
