Account Development Representative

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Raleigh, NC, USA
In-Office
Fintech
The Role
Company Description

insightsoftware is a global provider of comprehensive solutions for the Office of the CFO. We believe an actionable business strategy begins and ends with accessible financial data. With solutions across financial planning and analysis (FP&A), accounting, and operations, we transform how teams operate, empowering leaders to make timely and informed decisions. With data at the heart of everything we do, insightsoftware enables automated processes, delivers trusted insights, boosts predictability, and increases productivity. Learn more at insightsoftware.com

Job Description

Your primary responsibility as a Account Development Representative will be to drive bookings for sales meetings and help generate recurring revenue growth by sourcing, qualifying, and developing the sales pipeline. As a new ADR, you will receive training and development with tremendous opportunity for advancement for top performers!  This position is a hybrid role in office 3 times a week and reports into the Manager, Account Development

What will you do? 

  • 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

How will you get it done? 

  • World class training - benefit from world class sales training from our in-house enablement team as well as support from the existing BDR sales team in North America.
  • Engaging Presence – use your interpersonal skills to effectively engage with prospects, getting them excited to speak with you and learn more about our revolutionary products
  • Drive & Grit – operate in a fast-paced environment with a focus and determination to achieve high-quality results
  • Team Orientation – perform well both independently and as part of a team

 

 

Qualifications

  • 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

Additional Information

All candidate information will be kept confidential per EEO guidelines.

#LI-Hybrid

** At this time insightsoftware is not able to offer sponsorship to candidates who are not eligible to work in the country where the position is located. **

Learn more about our high-energy, high-performance global team. Work With Us »

insightsoftware About Us: Hear From Our Team - InsightSoftware (wistia.com)

Background checks are required for employment with insightsoftware, where permitted by country, state/province.

At insightsoftware, we are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. We are proud to be an equal opportunity workplace.

insightsoftware Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about insightsoftware and has not been reviewed or approved by insightsoftware.

  • Healthcare Strength Medical, dental, vision, life/disability, and EAP coverage appear to be broadly available as part of the core package. Optional add-ons like critical illness/accident coverage, legal/ID theft protection, and pet insurance add depth beyond basics.
  • Retirement Support A retirement plan with a company match is part of the offering, alongside tax-advantaged FSA/HSA options. The presence of performance bonuses also adds an additional rewards component beyond base salary.
  • Wellbeing & Lifestyle Benefits Remote-first flexibility and wellness-oriented perks like fitness stipends and commuter benefits support day-to-day quality of life. Small in-office perks (such as snacks) and volunteer/recognition programs add supplementary non-cash value.

insightsoftware Insights

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The Company
Raleigh, NC
781 Employees
Year Founded: 1993

What We Do

Reach a higher level of financial intelligence with finance-owned solutions that enable fast, accurate reporting, forecasting, planning, and close directly from your core financial systems. insightsoftware enables the office of the CFO to connect to and make sense of enterprise data that is currently spread across a range of point solutions, adding context and building confidence and trust in that data so they can achieve a greater level of financial intelligence across their organization, which is how best-in-class finance teams operate.

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