insightsoftware · 12 hours ago
Account Development Representative
insightsoftware is a global provider of comprehensive solutions for the Office of the CFO, transforming how teams operate by empowering leaders with accessible financial data. The Account Development Representative will drive bookings for sales meetings, generate recurring revenue growth, and develop the sales pipeline through high-quality prospecting and communication.
AccountingAnalyticsBusiness IntelligenceConsultingFinancial ServicesSoftware
Responsibilities
Conduct high quality and high-volume outbound prospecting/customer communications to existing customers only (using social media, LinkedIn, emails, phone calls etc) to generate qualified leads for the sales teams
Communicate insightsoftware’s value proposition quickly and effectively to engage your audience
Meeting, and exceeding where possible monthly, quarterly, and annual quota of qualified opportunities
Work closely and collaboratively with the sales and marketing teams on strategy to meet sales goals
Schedule discovery meetings for Account Managers to qualify new opportunities and manage the health of current customers
Track and deliver timely and accurate forecasting and pipeline management
Set yourself up for a successful career by learning effective communication skills and gaining experience talking to executive level managers at large companies
Qualification
Required
Bachelor's degree preferred
Previous successful sales experience OR a strong desire to begin a sales career
Disciplined approach to daily activity planning, setting goals, and achieving results as well as documenting all activity in Salesforce (we will train!)
The desire to meet and exceed measurable performance goals
Excellent written and verbal communication skills
Excitement about a fast-paced, challenging environment with a culture of winning
The ability to comfortably respond to objections/rejection daily
Company
insightsoftware
insightsoftware is the most comprehensive provider of solutions for the Office of the CFO.
Funding
Current Stage
Late StageTotal Funding
$1BKey Investors
Hg
2021-07-13Private Equity· $1B
2019-08-15Private Equity
2018-06-14Acquired
Leadership Team
Recent News
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2026-01-17
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2026-01-16
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