Sales Executive
Quest CE, Milwaukee, WI, United States
Position Overview
Quest CE is seeking a motivated Sales Executive to drive net-new revenue through outbound prospecting and full-cycle SaaS sales. This role is focused on building pipeline, managing opportunities thoughtfully, and consistently executing the sales process in a structured, goal-oriented environment.
Description Quest CE is seeking a motivated Sales Executive to drive net-new revenue through outbound prospecting and full-cycle SaaS sales. This role is focused on building pipeline, managing opportunities thoughtfully, and consistently executing the sales process in a structured, goal-oriented environment.
You will oversee the sales cycle from initial outreach through signed agreement, working directly with C-suite decision-makers at regulated financial services firms.
In this role, you will position Quest CE’s compliance technology platform as a practical, scalable solution that helps firms manage regulatory requirements more efficiently and gain better visibility into their training, risk and reporting processes.
Key Responsibilities Outbound Pipeline Generation
Generate new business opportunities through proactive outbound prospecting (40–60 calls per day, strategic email outreach, and industry engagement)
Identify and engage C-level and senior decision-makers within broker-dealers and investment advisory firms
Qualify prospects and advance opportunities through the sales pipeline
Full-Cycle Sales Ownership
Conduct discovery conversations and web-based product demonstrations
Develop proposals, negotiate agreements, and close new business
Meet or exceed defined revenue, pipeline, and activity targets
Pipeline Management & Forecasting
Maintain accurate CRM records and sales forecasts
Monitor pipeline health and conversion metrics, adjusting strategy as neededEnsure consistent follow-up and progression of opportunities
Cross-Functional Collaboration
Partner with Account Management to ensure seamless client transition post-close
Provide market insights and client feedback to support product development and positioning
Stay current on regulatory changes, competitor activity, and industry trends
Earnings On-target earnings (OTE) range from $70,000–$130,000 during the first 12–24 months, consisting of base salary plus uncapped commission. Top performers have earning potential beyond this range.
Why Quest CE? Quest CE is a leader in regulatory technology, providing compliance solutions to financial services firms regulated by FINRA and the SEC. Our solutions help organizations simplify complex compliance requirements and operate more efficiently in a highly regulated environment.
We offer a hybrid work model, with initial training conducted onsite and ongoing flexibility to work remotely, along with scheduled in-office collaboration days.
In addition to competitive compensation, we provide comprehensive benefits including medical, dental, and vision coverage, HSA options, 401(k), professional development opportunities, tuition reimbursement, and a supportive, growth-oriented culture.
Quest CE is an Equal Opportunity Employer. We make employment decisions without regard to race, color, religion, sex, national origin, age, disability, genetic information, veteran status, or any other protected status in accordance with applicable federal, state, and local laws.
Requirements
Bachelor’s degree in Business, Marketing, Finance, or equivalent experience
3–5+ years of SaaS or software sales experience
Demonstrated success in outbound prospecting and full-cycle sales
Proven ability to generate pipeline through cold calling and strategic outreach
Experience conducting web-based sales presentations and demos
Strong organizational skills and CRM discipline
Willingness to travel 1–2 times annually for industry conferences
Experience selling into financial services or regulated industries is preferred but not required.
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Description Quest CE is seeking a motivated Sales Executive to drive net-new revenue through outbound prospecting and full-cycle SaaS sales. This role is focused on building pipeline, managing opportunities thoughtfully, and consistently executing the sales process in a structured, goal-oriented environment.
You will oversee the sales cycle from initial outreach through signed agreement, working directly with C-suite decision-makers at regulated financial services firms.
In this role, you will position Quest CE’s compliance technology platform as a practical, scalable solution that helps firms manage regulatory requirements more efficiently and gain better visibility into their training, risk and reporting processes.
Key Responsibilities Outbound Pipeline Generation
Generate new business opportunities through proactive outbound prospecting (40–60 calls per day, strategic email outreach, and industry engagement)
Identify and engage C-level and senior decision-makers within broker-dealers and investment advisory firms
Qualify prospects and advance opportunities through the sales pipeline
Full-Cycle Sales Ownership
Conduct discovery conversations and web-based product demonstrations
Develop proposals, negotiate agreements, and close new business
Meet or exceed defined revenue, pipeline, and activity targets
Pipeline Management & Forecasting
Maintain accurate CRM records and sales forecasts
Monitor pipeline health and conversion metrics, adjusting strategy as neededEnsure consistent follow-up and progression of opportunities
Cross-Functional Collaboration
Partner with Account Management to ensure seamless client transition post-close
Provide market insights and client feedback to support product development and positioning
Stay current on regulatory changes, competitor activity, and industry trends
Earnings On-target earnings (OTE) range from $70,000–$130,000 during the first 12–24 months, consisting of base salary plus uncapped commission. Top performers have earning potential beyond this range.
Why Quest CE? Quest CE is a leader in regulatory technology, providing compliance solutions to financial services firms regulated by FINRA and the SEC. Our solutions help organizations simplify complex compliance requirements and operate more efficiently in a highly regulated environment.
We offer a hybrid work model, with initial training conducted onsite and ongoing flexibility to work remotely, along with scheduled in-office collaboration days.
In addition to competitive compensation, we provide comprehensive benefits including medical, dental, and vision coverage, HSA options, 401(k), professional development opportunities, tuition reimbursement, and a supportive, growth-oriented culture.
Quest CE is an Equal Opportunity Employer. We make employment decisions without regard to race, color, religion, sex, national origin, age, disability, genetic information, veteran status, or any other protected status in accordance with applicable federal, state, and local laws.
Requirements
Bachelor’s degree in Business, Marketing, Finance, or equivalent experience
3–5+ years of SaaS or software sales experience
Demonstrated success in outbound prospecting and full-cycle sales
Proven ability to generate pipeline through cold calling and strategic outreach
Experience conducting web-based sales presentations and demos
Strong organizational skills and CRM discipline
Willingness to travel 1–2 times annually for industry conferences
Experience selling into financial services or regulated industries is preferred but not required.
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