Related skills
crm salesforce negotiation microsoft office microsoft excelπ Description
- Create and drive revenue within a region or listed accounts
- Own full cycle: prospecting, negotiating, closing renewals
- Qualify opportunities and tailor recommendations to customer needs
- Manage inbound inquiries: billing, legal, security, tech
- Collaborate with underwriting and Leadership on strategic plans
- Maintain a disciplined pipeline and report deal status to leadership
π― Requirements
- Bachelor's degree or equivalent preferred
- 1+ years full sales cycle experience (financial services)
- Salesforce CRM experience preferred
- Excellent verbal and written communication skills
- Ability to engage Legal, IT, Security, Finance stakeholders
- Proven track record of meeting or exceeding metrics
π Benefits
- Health Insurance: medical, dental, and employer-paid vision
- Paid maternity and parental leave
- LifeBalance program and lifestyle discounts
- Plum Benefits Discount Program
- Tuition reimbursement up to $5,000/year
- Transit reimbursement for work travel
- Retirement Benefits with 401K match
- Paid Time Off and Sick Time
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