ProSight Financial Association

Membership-based financial services risk management association

Account Manager - Software Sales

Account ExecutiveConfirmed live in the last 24 hours

Full-time

About the Job

Requirements

A bachelor's degree is required.
At least 2 years of experience in an inside sales role and direct experience selling business-to-business solutions are required.
Experience selling to or servicing clients in the financial sector is required.
Ability and motivation to grow a territory by generating new business through prospecting are required.
Experience organizing and managing an assigned territory is required.
Ability to work independently in a self-directed environment is required.
Experience in a high-volume, telephone-based selling environment is required.
Demonstrated ability to create leads and sales through prospecting is required.
A history of meeting or exceeding assigned new-business sales quotas is required.
Technological proficiency, extensive use of Microsoft Office, and ability to learn and demonstrate proprietary systems are required.
High energy, tenacity, and dedication to excellence as a sales professional are required.
Motivation to win and increase personal wealth is required.

Responsibilities

Plan and organize a work schedule to call prospects and close sales daily.
Research and profile the financial vertical nationwide to identify and penetrate top prospects.
Develop account strategies and a network of contacts at multiple levels and functions within organizations in the assigned territory.
Follow leads through all stages of the sales cycle, including lead generation, proposal, negotiation, closing, and post-sale follow-up.
Conduct needs assessments and develop recommendations and proposals.
Demonstrate technology products and solutions over the phone and internet.
Monitor market trends, competition, customer needs, pricing, and other factors that may affect sales and growth.
Provide prospects with information and advice on company products and services.
Manage and maintain a sales funnel to achieve steady growth within the assigned territory.
Provide realistic sales forecasts to facilitate growth.
Manage contract negotiations, service requirements, and details to close sales.
Manage the territory, sales cycle, and customers in the CRM system.

Desired Qualifications

Experience selling products using a Software as a Service (SaaS) business model is a plus.
Experience in the financial services industry is a plus.

Description

Account Manager – ERC Software Sales

Reports to:Group Director, Sales – Learning & Development

BAI and RMA have come together as ProSight Financial Association, a leading industry organization whose purpose is to empower financial services leaders to strengthen and advance our industry. The strategic combination brings together RMA’s expertise in serving the commercial banking and risk management functions and BAI’s knowledge in serving the retail banking and regulatory compliance functions. It’s a complementary union of two non-profit organizations that have always had their members’ and customers’ best interests in mind. Our industry-leading offerings include: peer sharing events, thought leadership, learning and development, and decision support solutions. Our work creates positive ripple effects throughout financial services organizations and ultimately helps consumers, businesses and communities thrive.

As an Account Manager selling our enterprise risk and compliance related software products in our St. Louis office, you will work as an inside sales representative, primarily calling bank, credit union, and mortgage firms nationwide.You will be a hunter and will identify business needs and propose appropriate solutions for regulatory compliance training and other related services. Based on customer needs assessment and potential account value, you may travel occasionally to give executive-level presentations to key decision-makers.As a member of the Learning & Development sales team, you will work in a fast-paced, team-oriented environment.The successful candidate will contribute to the business goals by meeting monthly, quarterly and annual new sales objectives. ProSight has a strong brand and a leading market position in an industry where compliance requirements are increasing dramatically, all creating much opportunity for sales growth.

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.

Requirements

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
Experience selling products in a Software as a Service (SaaS) business model a plus
Experience in the financial services industry a plus
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

The compensation range for this position is $100,000 - $120,000 which includes base salary and participation in a commission plan based on individual sales results. ProSight offers an outstanding benefits package with comprehensive insurance coverage, a 401(k) plan with company match, flexible paid time off, hybrid and remote working models, tuition assistance and the ability to work in a collaborative, team-oriented environment.

To learn more about our company please visit www.prosightfa.org.

About the Company

ProSight Financial Association

Membership-based financial services risk management association

ProSight Financial Association is a non-profit member organization that supports banks and other financial institutions with industry insights, training, benchmarking data, and practical tools. Members access professional development, data-driven analytics, benchmarking, and the ProSight Fraud Alert Network launched in 2025 for timely fraud alerts and secure collaboration among peers; they also receive risk-management frameworks developed with major banks. The organization combines BAI’s and RMA’s expertise into a single, non-lobbying, member-driven platform that serves both retail and commercial banking with data-backed resources and a dedicated fraud-fighting network. Its goal is to help financial institutions stay current on risk, regulatory changes, and industry trends, improve risk oversight with benchmarks, and enable peer collaboration to detect and prevent fraud and address emerging challenges.

Company size: 51-200
Company stage: Not listed
Total funding: Not listed
Headquarters: Not listed
Founded: Not listed

Recently Posted Jobs

Explore more opportunities at ProSight Financial Association

See more jobs