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Hyland · 3 weeks ago

Account Executive, Financial Services & Insurance

United States

Full-time

Remote

Mid Level

Hyland is a leading provider in the financial services and insurance sector, seeking an Account Executive to develop and maintain relationships with new and existing customers. The role focuses on meeting sales goals through strategic planning, effective communication, and collaboration with company resources.

Computer Software

Responsibilities

Develop a comprehensive sales plan to meet or exceed quota including the identification and prioritization of opportunities for assigned moderate risk moderate impact existing or potential customers or partners

Develop and communicate accurate sales forecasting on a real-time basis

Proactively initiate contact with potential customers customers and partners on a regular basis to develop maintain and expand business relationships. Collaborate with all available company resources to develop and maintain pipeline

Take proactive measures to streamline and constantly improve account management and the sales process

Partner with sales solution engineers in the development of software demonstrations for customers or potential customers; actively contribute and participate in software demonstration

Record all customer account information in the CRM including opportunities commitments meaningful conversations customer visits or sales calls

Understanding of best practices and market trends as well as customer and potential customers business and technical needs. Pursue opportunities for company expansion and integration

Engage company specialist and support resources as needed to advance opportunities

Assist with determining the viability of Request for Proposal (RFP) requests and directly influence the appropriate development of the response

Attend and actively contribute to trade shows; ensure customers or potential customers are participating in company marketing efforts to the best of their ability

Develop the closing plan for accounts; engage internal leadership as necessary to help lead negotiation and contracting process to ensure deal is closed on time as forecasted

Qualification

Sales experienceOpportunity managementAccount planningMicrosoft OfficeNegotiation skillsCollaboration skillsCommunication skillsOrganizational skillsSelf-motivated

Required

Associate's Degree or equivalent experience

Experience as an Account Manager

Demonstrated knowledge of sales in relevant technology solution or assigned industry

Proficient in opportunity management and account planning tools

Microsoft Windows and Office proficient

Strong ability to establish rapport and gain the trust of others

Good oral and written communications skills that demonstrate a professional demeanor and the ability to interact with others with discretion and tact

Highly organized and experienced at successfully multi-tasking

Self-motivated with the ability to manage work independently to completion

Strong collaboration skills applied successfully within team as well as with other areas

Or an equivalent combination of education and experience sufficient to successfully perform the principal duties of the job

Good negotiating and influencing skills

Up to 50% travel time required

Company

Hyland

Glassdoor3.4

Hyland uniquely empowers your organization with unified access to AI-enabled enterprise content and unstructured data across repositories, unlocking profound insights that fuel innovations – fundamentally redefining how you operate and engage with those you serve.

Founded in 1991