Field Sales Executive (Retirement Managed Services Account Executive)

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