Account Executive - Financial Services

Posted 4 Hours Ago
Be an Early Applicant
Hiring Remotely in USA
Remote
1-3 Years Experience
Payments • Software
The Role
Account Executive role in the Financial Services industry focusing on customer acquisition through engagements with potential clients. Responsibilities include developing solutions for client needs, conducting sales presentations, and cultivating relationships with partners. Requires a minimum of 2-3 years of closing experience in IT or software sales.
Summary Generated by Built In

About InvoiceCloud

InvoiceCloud is a leading provider of online bill payment services. Founded in 2009, the company has grown to be one of the leading disruptors in the cloud-based electronic bill presentment and payment (EBPP) space, helping institutions put customer experience first. By switching to InvoiceCloud, clients can improve customer engagement, loyalty, and efficiency while reducing churn and missed payments in the process. With over 50 million payments processed annually, InvoiceCloud is one of the most secure, innovative, and inclusive fintech solutions in the market. To learn more, visit www.InvoiceCloud.com. 

Reporting to the VP of FS Sales, the Account Executive will focus on customer acquisition through engaging new potential clients, client business referrals, or web leads within the P&C Insurance Carrier industry. Working extensively with existing Invoice Cloud partners you will cultivate relationships and drive referrals from their base. Through sales presentations and demos, you will provide prospective customers/clients with all services offered. Working with prospects and clients you will create solutions for their needs and consult through the sales process. This position will be predominantly an inside role but may require some travel.

WHAT YOU'LL DO:

First 30 Days

  • Gain a complete understanding of the Invoice Cloud platform and value proposition
  • Become proficient in the Invoice Cloud Sales tools and selling methodology – Invoice Cloud’s ‘End to End Sales Process.’
  • Observe sales demonstrations conducted by current team members
  • Develop knowledge of current sales activities
  • Gain an understanding of the Invoice Cloud organizational structure
  • Review the sales pipeline and begin to gain an initial understanding of current opportunities

First 60 Days

  • Work with the IC partnership managers to understand the current partner landscape, and how Invoice Cloud leverages partnerships to drive new business
  • Master sales pitch, overcoming common objections, and Invoice Cloud value proposition
  • Begin to generate business across a large account list within your territory
  • Manage your business in Salesforce.com
  • Complete all other on-boarding activities as required

First 90+ Days

  • Closing deals
  • Prospecting new deals
  • Meeting with partners
  • Developing opportunities
  • Celebrating successes!

 Seeking a Field Sales Professional (SaaS) with the following experiences and capabilities:

  • A minimum of 2-3 years of closing experience in IT or software sales
  • Vertical Expertise Preferred (P&C | Consumer Finance)
  • Payment or Billing Software Sales Experience Preferred
  • Process Oriented – MEDDICC, MEDDPICC, Value Selling
  • Self-Starter, Motivated, Curious, & Dedicated Sales Professional
  • Track record of achieving quota & tenure at prior employer
  • Strong phone presence and business acumen
  • Proficient with corporate productivity and web presentation tools
  • Experience working with Salesforce.com or similar CRM
  • Excellent verbal and written communication skills
  • Strong listening and presentation skills
  • Ability to multi-task, prioritize, and manage time effectively
  • BA/BS degree or equivalent

InvoiceCloud is an Equal Opportunity Employer. 

InvoiceCloud provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.  

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.  

If you have a disability under the Americans with Disabilities Act or similar law, or you require a religious accommodation, and you wish to discuss potential accommodations related to applying for employment at our company, please contact [email protected]

Click here to review InvoiceCloud's Job Applicant Privacy Policy. 

To all recruitment agencies: InvoiceCloud does not accept agency resumes. Please do not forward resumes to our job’s alias, employees, or any other organization location. Invoice Cloud is not responsible for any fees related to unsolicited resumes.  

Top Skills

Salesforce,
The Company
HQ: Braintree, MA
279 Employees
On-site Workplace
Year Founded: 2009

What We Do

InvoiceCloud provides a complete, simple, and secure electronic bill presentment and payment solution. Our SaaS platform provides flexible and always-up-to-date online payment solutions that can be configured to meet the unique needs of your organization. And our simple-to-use interface engages customers throughout the payment process to deliver your highest ever e-payment adoption rates.

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