What are the responsibilities and job description for the Account Manager, Software Sales position at BAI?
Account Manager – Software Sales
Reports to: Group Director, Sales – Learning & Development
BAI and RMA have come together as ProSight Financial Association, a leading industry organization whose purpose is to empower financial services leaders to strengthen and advance our industry. The strategic combination brings together RMA’s expertise in serving the commercial banking and risk management functions and BAI’s knowledge in serving the retail banking and regulatory compliance functions. It’s a complementary union of two non-profit organizations that have always had their members’ and customers’ best interests in mind. Our industry-leading offerings include: peer sharing events, thought leadership, learning and development, and decision support solutions. Our work creates positive ripple effects throughout financial services organizations and ultimately helps consumers, businesses and communities thrive.
As an Account Manager selling our Policy Manager product in our St. Louis office, you will work as an inside sales representative, primarily calling bank, credit union, and mortgage firms nationwide. You will be a hunter and will identify business needs and propose appropriate solutions for regulatory compliance training and other related services. Based on customer needs assessment and potential account value, you may travel occasionally to give executive-level presentations to key decision-makers. As a member of the Learning & Development sales team, you will work in a fast-paced, team-oriented environment. The successful candidate will contribute to the business goals by meeting monthly, quarterly and annual new sales objectives. ProSight has a strong brand and a leading market position in an industry where compliance requirements are increasing dramatically, all creating much opportunity for sales growth.
Responsibilities:
- Plan and organize work schedule to call prospects to close sales daily.
- Research/profile financial vertical nationwide to identify and penetrate top prospects.
- Develop account strategies and a network of contacts at various levels/functional responsibility within each organization in the assigned territory.
- Follow leads through all stages of the sales cycle -- lead generation, proposal, negotiation, closing and post-sale follow-up.
- Conduct a needs assessment and develop recommendations/proposals.
- Demonstrate technology products and solutions over the phone and Internet.
- Stay attuned to market trends, competition, customer needs, pricing and other factors that may impact sales and growth.
- Provide prospects with information and advice on BAI products and services.
- Manage and maintain a sales funnel to achieve steady growth within assigned territory.
- Provide realistic sales forecasts to facilitate growth.
- Manage contract negotiations, service requirements and details to close the sale.
- Manage territory, sales cycle and customers in CRM system.
Requirements:
- Bachelor's degree required
- A minimum of 2 years’ experience in an inside sales role and direct experience in business-to-business solutions selling
- Experience in either selling or servicing clients in the financial space
- A desire to grow a territory by generating new business through prospecting
- Experience organizing and managing an assigned territory
- Strong organizational skills and the ability to work in an independent, self-directed environment
- Experience in a high-volume, telephone-based selling environment
- Experience selling products in a Software as a Service (SaaS) business model a plus
- Experience in the financial services industry a plus
- Demonstrated success creating leads and sales through prospecting
- A history of meeting or exceeding assigned sales quotas for new business
- Technologically savvy, with extensive use of the Microsoft Office suite and ability to learn and demonstrate proprietary systems
- Demonstrated high-energy, tenacity and dedication to excellence as a sales professional
- Motivated by an internal desire to win and a desire to increase your own personal wealth
ProSight offers an outstanding benefit package with comprehensive insurance coverage, a 401(k) plan with company match, flexible paid time off, hybrid and remote working models, tuition reimbursement and the ability to work in a collaborative, team-oriented environment.
To learn more about our company please visit www.prosightfa.org, www.bai.org, and www.rmahq.org
