
Sales Executive, Zephyr - Wealth Management Software
Remote Jobs, Chicago Heights, Illinois, United States, 60411
Overview
Employer Industry: Financial Technology
What to Expect
Serve as a domain expert, articulating the value of the Zephyr Platform and related tools to financial professionals
Develop and expand the sales pipeline through proactive outreach and leveraging industry contacts
Adhere to structured sales processes and maintain detailed records in Salesforce
Create and implement strategic sales plans targeting senior executive decision-makers
Collaborate with Product Management and other teams to deliver tailored financial solutions
What is Required (Qualifications)
Minimum of 4 years of experience in sales with a proven track record of achieving sales goals
Extensive experience in direct sales to the investment or financial services industry, particularly in SaaS solutions
Demonstrated expertise in selling financial technology solutions to diverse client bases
Proven ability to design and execute strategic sales plans targeting senior executives
Proficiency in Microsoft Office Suite and CRM systems such as Salesforce
How to Stand Out (Preferred Qualifications)
Advanced degree preferred
Experience working both collaboratively in teams and independently with minimal supervision
Salary: up to $100,000 base + additional commission of $60,000
Flexible remote work options, including the ability to work from home or remotely for up to four weeks a year
Supportive and collaborative work environment with a strong community culture
Generous benefits package including 15-25 days PTO, health, vision, and dental insurance, and a 401k match
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What to Expect
Serve as a domain expert, articulating the value of the Zephyr Platform and related tools to financial professionals
Develop and expand the sales pipeline through proactive outreach and leveraging industry contacts
Adhere to structured sales processes and maintain detailed records in Salesforce
Create and implement strategic sales plans targeting senior executive decision-makers
Collaborate with Product Management and other teams to deliver tailored financial solutions
What is Required (Qualifications)
Minimum of 4 years of experience in sales with a proven track record of achieving sales goals
Extensive experience in direct sales to the investment or financial services industry, particularly in SaaS solutions
Demonstrated expertise in selling financial technology solutions to diverse client bases
Proven ability to design and execute strategic sales plans targeting senior executives
Proficiency in Microsoft Office Suite and CRM systems such as Salesforce
How to Stand Out (Preferred Qualifications)
Advanced degree preferred
Experience working both collaboratively in teams and independently with minimal supervision
Salary: up to $100,000 base + additional commission of $60,000
Flexible remote work options, including the ability to work from home or remotely for up to four weeks a year
Supportive and collaborative work environment with a strong community culture
Generous benefits package including 15-25 days PTO, health, vision, and dental insurance, and a 401k match
#J-18808-Ljbffr