Offer summary

Qualifications:

Bachelor’s Degree or equivalent experience, 3+ years of quota-driven sales experience, Knowledge of the retirement services industry preferred, Proficiency with office software including Microsoft Office and Salesforce.com..

Key responsibilities:

Sell ftwilliam.com Managed Services offerings in a defined territory

Partner with the Managed Services Team and Account Manager for customer retention

Maintain and update information in Salesforce.com for pipeline management

Attend tradeshows and in-person meetings to develop customer relationships.

Job description

LOCATION: Remote U.S. locations

OVERVIEW

You will leverage your understanding of the retirement services industry, business, financials, and customer needs to drive ftwilliam.com Managed Services/Business Process Outsourcing (BPO) sales within your territory. You will play a key role in achieving revenue targets and cultivating lasting relationships with our customers.

RESPONSIBILITIES

Sell ftwilliam.com Managed Services offerings in a defined territory made up of a specific geography of states within the U.S.
Partner with the Managed Services Team and the territory Account Manager to ensure customer retention/success.
Partner with the Managed Services Account Executive Team Lead on new sales opportunities to ensure accurate prospecting & discovery of new opportunities
Develop an understanding of the retirement plan administration market, our customers (TPAs, CPAs, Law Firms, etc.), and their daily workflow.
Partner with the territory ftwilliam.com Software Account Executive to ensure customer or prospect is properly licensed for the software products needed to support Managed Services.
Prospect and develop new Managed Services business in both existing accounts and new accounts.
Maintain and update information in Salesforce.com including accurate monthly forecast, activities, demos, and pipeline management.
Constant pipeline growth and management, including opening new opportunities and booking new appointments to support achievement of sales goals.
Accurate monthly new sales forecasting, including a commit to the business that supports sales goal attainment.
Utilize sales tech stack including CoPilot (AI), Outreach.io, Gong.io, SalesIntel.io, LinkedIn/LinkedIn Sales Navigator, etc. in daily sales workflow
Establish and maintain solid and high activity prospecting practices; meeting or exceeding assigned outbound email and call key performance indicators (KPIs).
Ensure that customer and prospect meetings include all relevant stakeholders from the Managed Services, Leadership & Software teams
Attend national and local tradeshows to provide booth coverage. This includes learning and executing our trade show processes.
Attend in-person customer prospect meetings in defined territory
Develop relationships with major players in each of your large metro markets.
Submit timely reports as requested by the Sales Manager and/or Executive Management.
Contribute and exchange ideas and best practices to other members of the sales team.
Immediate and thorough follow-up on inquiries from customers and prospects using the applicable sales tech stack application(s)
Work closely with the assigned Account Manager, Customer Service and Billing to solve billing/service issues that could affect the renewal of a Managed Services subscription.
Support team, Business Unit, and corporate goals.

QUALIFICATIONS

Education: Bachelor’s Degree or equivalent experience

Experience:

3+ years of quota-driven sales experience.
Knowledge of and experience in the Retirement industry preferred.
Proficiency with office software including Microsoft Office and Salesforce.com (or similar CRM).

TRAVEL: Some travel, typically less than 10%

#LI-Remote

Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.

Compensation:

Target salary range CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA: $95,560 - $133,750

Required profile