BAI · 2 months ago
Account Manager, Software Sales
St. Louis, Missouri
Full-time
Hybrid
Entry, Mid Level
2+ years expBAI is a leading industry organization in financial services, and they are seeking an Account Manager for their Software Sales team. The role involves selling the Policy Manager product to bank, credit union, and mortgage firms, identifying business needs, and providing solutions for regulatory compliance training.
FinanceFinancial ServicesNon ProfitVenture Capital
Responsibilities
Plan and organize work schedule to call prospects to close sales daily
Research/profile financial vertical nationwide to identify and penetrate top prospects
Develop account strategies and a network of contacts at various levels/functional responsibility within each organization in the assigned territory
Follow leads through all stages of the sales cycle -- lead generation, proposal, negotiation, closing and post-sale follow-up
Conduct a needs assessment and develop recommendations/proposals
Demonstrate technology products and solutions over the phone and Internet
Stay attuned to market trends, competition, customer needs, pricing and other factors that may impact sales and growth
Provide prospects with information and advice on BAI products and services
Manage and maintain a sales funnel to achieve steady growth within assigned territory
Provide realistic sales forecasts to facilitate growth
Manage contract negotiations, service requirements and details to close the sale
Manage territory, sales cycle and customers in CRM system
Qualification
Required
Bachelor's degree required
A minimum of 2 years' experience in an inside sales role and direct experience in business-to-business solutions selling
Experience in either selling or servicing clients in the financial space
A desire to grow a territory by generating new business through prospecting
Experience organizing and managing an assigned territory
Strong organizational skills and the ability to work in an independent, self-directed environment
Experience in a high-volume, telephone-based selling environment
Demonstrated success creating leads and sales through prospecting
A history of meeting or exceeding assigned sales quotas for new business
Technologically savvy, with extensive use of the Microsoft Office suite and ability to learn and demonstrate proprietary systems
Demonstrated high-energy, tenacity and dedication to excellence as a sales professional
Motivated by an internal desire to win and a desire to increase your own personal wealth
Preferred
Experience selling products in a Software as a Service (SaaS) business model a plus
Experience in the financial services industry a plus
Benefits
Comprehensive insurance coverage
A 401(k) plan with company match
Flexible time off programs
BAI Workflex which includes a hybrid work model
Bonus potential with the ability to work in a collaborative, team-oriented environment
Company
BAI
BAI is a nonprofit firm expertise in providing trainings, research and banking solutions.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Debbie Bianucci
President & CEO
Becky Cundiff
Executive Assistant to CEO
Recent News
2025-11-18
Company data provided by crunchbase