Field Sales Executive (Retirement Managed Services Account Executive)
LOCATION: Remote U.S. locations
OVERVIEW
You will leverage your understanding of the retirement services industry, business, financials, and customer needs to drive ftwilliam.com Managed Services/Business Process Outsourcing (BPO) sales within your territory. You will play a key role in achieving revenue targets and cultivating lasting relationships with our customers.
RESPONSIBILITIES
ā¢ Sell ftwilliam.com Managed Services offerings in a defined territory made up of a specific geography of states within the U.S.
ā¢ Partner with the Managed Services Team and the territory Account Manager to ensure customer retention/success.
ā¢ Partner with the Managed Services Account Executive Team Lead on new sales opportunities to ensure accurate prospecting & discovery of new opportunities
ā¢ Develop an understanding of the retirement plan administration market, our customers (TPAs, CPAs, Law Firms, etc.), and their daily workflow.
ā¢ Partner with the territory ftwilliam.com Software Account Executive to ensure customer or prospect is properly licensed for the software products needed to support Managed Services.
ā¢ Prospect and develop new Managed Services business in both existing accounts and new accounts.
ā¢ Maintain and update information in Salesforce.com including accurate monthly forecast, activities, demos, and pipeline management.
ā¢ Constant pipeline growth and management, including opening new opportunities and booking new appointments to support achievement of sales goals.
ā¢ Accurate monthly new sales forecasting, including a commit to the business that supports sales goal attainment.
ā¢ Utilize sales tech stack including CoPilot (AI), Outreach.io, Gong.io, SalesIntel.io, LinkedIn/LinkedIn Sales Navigator, etc. in daily sales workflow
ā¢ Establish and maintain solid and high activity prospecting practices; meeting or exceeding assigned outbound email and call key performance indicators (KPIs).
ā¢ Ensure that customer and prospect meetings include all relevant stakeholders from the Managed Services, Leadership & Software teams
ā¢ Attend national and local tradeshows to provide booth coverage. This includes learning and executing our trade show processes.
ā¢ Attend in-person customer prospect meetings in defined territory
ā¢ Develop relationships with major players in each of your large metro markets.
ā¢ Submit timely reports as requested by the Sales Manager and/or Executive Management.
ā¢ Contribute and exchange ideas and best practices to other members of the sales team.
ā¢ Immediate and thorough follow-up on inquiries from customers and prospects using the applicable sales tech stack application(s)
ā¢ Work closely with the assigned Account Manager, Customer Service and Billing to solve billing/service issues that could affect the renewal of a Managed Services subscription.
ā¢ Support team, Business Unit, and corporate goals.
QUALIFICATIONS
Education: Bachelor's Degree or equivalent experience
Experience:
ā¢ 3+ years of quota-driven sales experience.
ā¢ Knowledge of and experience in the Retirement industry preferred.
ā¢ Proficiency with office software including Microsoft Office and Salesforce.com (or similar CRM).
TRAVEL: Some travel, typically less than 10%
#LI-Remote
Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.
Compensation:
Target salary range CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA: $95,560 - $133,750
Apply Now
Apply Now
OVERVIEW
You will leverage your understanding of the retirement services industry, business, financials, and customer needs to drive ftwilliam.com Managed Services/Business Process Outsourcing (BPO) sales within your territory. You will play a key role in achieving revenue targets and cultivating lasting relationships with our customers.
RESPONSIBILITIES
ā¢ Sell ftwilliam.com Managed Services offerings in a defined territory made up of a specific geography of states within the U.S.
ā¢ Partner with the Managed Services Team and the territory Account Manager to ensure customer retention/success.
ā¢ Partner with the Managed Services Account Executive Team Lead on new sales opportunities to ensure accurate prospecting & discovery of new opportunities
ā¢ Develop an understanding of the retirement plan administration market, our customers (TPAs, CPAs, Law Firms, etc.), and their daily workflow.
ā¢ Partner with the territory ftwilliam.com Software Account Executive to ensure customer or prospect is properly licensed for the software products needed to support Managed Services.
ā¢ Prospect and develop new Managed Services business in both existing accounts and new accounts.
ā¢ Maintain and update information in Salesforce.com including accurate monthly forecast, activities, demos, and pipeline management.
ā¢ Constant pipeline growth and management, including opening new opportunities and booking new appointments to support achievement of sales goals.
ā¢ Accurate monthly new sales forecasting, including a commit to the business that supports sales goal attainment.
ā¢ Utilize sales tech stack including CoPilot (AI), Outreach.io, Gong.io, SalesIntel.io, LinkedIn/LinkedIn Sales Navigator, etc. in daily sales workflow
ā¢ Establish and maintain solid and high activity prospecting practices; meeting or exceeding assigned outbound email and call key performance indicators (KPIs).
ā¢ Ensure that customer and prospect meetings include all relevant stakeholders from the Managed Services, Leadership & Software teams
ā¢ Attend national and local tradeshows to provide booth coverage. This includes learning and executing our trade show processes.
ā¢ Attend in-person customer prospect meetings in defined territory
ā¢ Develop relationships with major players in each of your large metro markets.
ā¢ Submit timely reports as requested by the Sales Manager and/or Executive Management.
ā¢ Contribute and exchange ideas and best practices to other members of the sales team.
ā¢ Immediate and thorough follow-up on inquiries from customers and prospects using the applicable sales tech stack application(s)
ā¢ Work closely with the assigned Account Manager, Customer Service and Billing to solve billing/service issues that could affect the renewal of a Managed Services subscription.
ā¢ Support team, Business Unit, and corporate goals.
QUALIFICATIONS
Education: Bachelor's Degree or equivalent experience
Experience:
ā¢ 3+ years of quota-driven sales experience.
ā¢ Knowledge of and experience in the Retirement industry preferred.
ā¢ Proficiency with office software including Microsoft Office and Salesforce.com (or similar CRM).
TRAVEL: Some travel, typically less than 10%
#LI-Remote
Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.
Compensation:
Target salary range CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA: $95,560 - $133,750
Apply Now
Apply Now