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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in enterprise software sales, particularly in SaaS, with a strong focus on client engagement, relationship building, and strategic account management. Proficient in leveraging AI tools for sales processes and pipeline analysis within regulated industries such as financial services and insurance.
Highest-signal resume keywords
Enterprise Software SalesClient EngagementAI Tools UtilizationSalesforce CRM ExperienceNegotiation Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
SaaS SalesValue-Based SellingPipeline AnalysisBusiness Plan DevelopmentAccount Management
Soft Skills
Relationship BuildingAnalytical SkillsProblem SolvingTime ManagementAdaptability
Tools & Technologies
SalesforceAI ToolsSignal-Based Prospecting ToolsCRM Hygiene ToolsSales Coaching Tools
Industry Keywords
Financial ServicesInsuranceRegulated IndustriesSaaS ProductsComplex Sales Cycles
About the role
Key responsibilities & impact- Sell Precisely’s strategic SaaS Platform RapidCX to regulated industries such as financial services and insurance
- Identify and close direct sales engagements
- Upgrade and expand existing accounts
- Work closely with regional partners
- Develop and implement a comprehensive strategy to maximize opportunities for Precisely products and services
- Learn and understand Precisely products, services, and approved sales methodology
- Understand key industry trends, market opportunities, and common pain points in the assigned territory
- Develop and execute business plans to generate pipeline and revenue within the assigned territory
- Build client relationships and expand into new accounts or buying centers
- Collaborate with Marketing, Sales Engineering, Services, and other teams to generate customer demand and compelling business propositions
- Leverage channel partners, distributors, and technology partners to extend reach and impact
- Prioritize customer value and experience throughout the customer lifecycle
- Document sales steps and manage territory forecasts using Salesforce CRM
- Support sales management according to regional strategy and plans
Requirements
What you’ll need- Bachelor’s degree in business or related field and 5+ years in enterprise software sales (SaaS preferred)
- Equivalent experience will be accepted in place of the educational requirement
- Strong client engagement and relationship-building skills at all levels
- Strong negotiation skills and demonstrated success with value- or outcome-based selling
- Strong analytical, problem solving, and time management skills
- Working knowledge and selling experience in the insurance or financial services space
- High levels of intellectual curiosity and adaptability
- AI Skills and adoption are fundamental to the role and expected in this role
- Uses AI tools to research accounts, draft outreach, and summarize call recordings
- Experience with AI-assisted CRM hygiene (e.g., Salesforce or Claude, Copilot for Sales)
- Leverages AI for pipeline analysis and deal coaching
- Familiarity with signal-based prospecting tools
- Approximately 25% travel is required
- Preferred: SaaS software sales experience
- Preferred: Experience selling into regulated industries especially insurance
- Preferred: Successful selling history within a global company with broad SaaS products/services portfolio
- Preferred: Demonstrated experience driving complex sales cycles and customer success within a matrixed selling organization
- Preferred: US-remote geographic location
Benefits
Comp & perks- 100% remote anywhere in the US
- Approximately 25% travel is required