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SMB & Mid-Market Account Executive

Remote, USA Full-time Posted 2026-06-14

Job Description:

  • Develop and maintain strong contacts, and networks both within and outside of the Company
  • Report into the Divisional Vice President of Software Sales, NA
  • Manage entire sales cycle from identification through to close, including presentation, request for proposal responses, contract negotiations and transition to other departments for future servicing as either a software or outsourcing client
  • Understand and articulately communicate feedback on market condition, new opportunities, product penetration strategies and successes
  • Oversee, maintain and update sales forecast and CRM system
  • Be available to travel up to 50% of the time
  • Develop and execute sales plans and exceed sales goals through prospecting, qualifying, managing, and closing sales opportunities
  • Develop and manage sales pipeline to consistently meet or exceed monthly, quarterly, and annual revenue quotas
  • Use a consultative approach to diagnose our customer's needs
  • Remain highly knowledgeable of company products and target industries to facilitate sales efforts
  • Practice effective, excellent communication with management, customers, and support staff
  • WIN – close deals and acquire new customers

Requirements:

  • 2+ years of financial technology sales experience to mid-size public companies required
  • Outstanding verbal and written communication skills with the ability to clearly and concisely articulate thought is required
  • Demonstrated strength in negotiation, financial and analytical skills required
  • Proven track record of selling to key audience of financial professionals required
  • Demonstrated strength in cold calling to create a pipeline of companies, negotiation, financial and analytical skills required
  • Proven history of securing new accounts, as well as growing sales across various other channels required
  • Bachelor's degree or equivalent relevant experience.

Benefits:

  • Additional Information
  • All your information will be kept confidential according to EEO guidelines
  • Background checks are required for employment with insightsoftware, where permitted by country, state/province.
  • At insightsoftware, we are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. We are proud to be an equal opportunity workplace.

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