Field Sales Executive

Job Description:

• Sell ftwilliam.com cloud based software products and services in a defined territory made up of a specific geography of states in the U.S.
• Prospect and develop new business in existing and new accounts
• Develop relationships with major players in large metro markets
• Attend in-person customer/prospect meetings in the defined territory as needed
• Develop understanding of the retirement plan administration market, customers, and daily workflows
• Partner with an assigned Account Manager on customer retention/success and new sales opportunities
• Maintain Salesforce.com activities, demos, and pipeline management
• Utilize Outreach.io, Chorus.ai, ZoomInfo, LinkedIn/LinkedIn Sales Navigator, and other sales technology
• Attend National and Local ASPPA and NIPA tradeshows as needed and execute trade show processes
• Submit timely reports to the Sales Manager and/or Executive Management
• Exchange ideas and best practices with sales team members
• Follow up with customer and prospect inquiries by phone, email, text message, or applicable technology
• Work with Account Management, Customer Service, and Billing to resolve billing/service issues affecting subscription renewal
• Support team, Business Unit, and corporate goals and objectives
• Perform ad hoc duties requested by the Sales Manager

Requirements:

• College Degree or equivalent experience
• 3+ years of over-quota sales experience
• Knowledge of and experience in the Retirement industry strongly preferred
• Excellent organization, planning and presentation skills
• Strong time management skills
• Proficiency with Microsoft Office Products (PowerPoint, Outlook, Excel, Word) and Salesforce.com
• Demonstrated experience conveying value proposition to clients
• Excellent communication skills including successfully communicating with technical and non-technical audiences
• Experience utilizing Customer Relationship Management software
• Excellent interpersonal skills, working with wide range of people at all levels
• Previous experience with SalesForce.com – Preferred
• Previous experience with Outreach.io – Preferred
• Previous Account Management experience with a cloud based/SaaS solution - Preferred
• Some domestic travel required, 20% as conditions allow

Benefits:

• Commission eligibility
• Medical, Dental, & Vision Plans
• 401(k)
• FSA/HSA
• Commuter Benefits
• Tuition Assistance Plan
• Vacation and Sick Time
• Paid Parental Leave