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crm account management salesforce negotiation pipeline management📋 Description
- Create and drive revenue within a region or list of accounts
- Own full sales cycle: prospecting, negotiating contracts, closing renewals
- Advise on customer needs and usage to drive value
- Represent the voice of the customer; qualify leads and close deals
- Handle inbound inquiries or escalate issues (billing, legal, security)
- Collaborate with Underwriting and Leadership to build financial plans
🎯 Requirements
- Bachelor’s degree or equivalent combination preferred
- 1+ years of full sales cycle experience, ideally in financial services
- Experience collaborating with internal sales teams
- Experience selling across multiple products and industries
- Ability to engage multiple stakeholders (Legal, IT, Security, Finance)
- CRM familiarity (Salesforce preferred) and strong verbal/written communication
🎁 Benefits
- Health Insurance: Comprehensive medical, dental, and employer-paid vision plans
- Flexible Spending Account
- Lifestyle Spending Account
- 100% Company Paid Insurances: disability and vision coverage
- Paid Maternity and Parental Leave
- Travel Reimbursement
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