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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 in regulated industries such as financial services and insurance.
Highest-signal resume keywords
Enterprise Software SalesSaaS Sales ExperienceClient Engagement SkillsNegotiation SkillsSalesforce CRM Proficiency
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 ManagementSales ForecastingComplex Sales Cycle ManagementSignal-Based ProspectingAI Tools UtilizationTerritory Management
Soft Skills
Relationship BuildingAnalytical SkillsProblem-Solving SkillsTime ManagementAdaptability
Tools & Technologies
Salesforce CRMAI Tools
Industry Keywords
Financial ServicesInsuranceRegulated IndustriesSaaS PlatformCustomer Success
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 comprehensive strategies to maximize opportunities for Precisely products and services
- Learn Precisely products, services, and approved sales methodology
- Understand industry trends, market opportunities, and customer pain points in the assigned territory
- Develop and execute business plans to generate pipeline and revenue
- Build client relationships and expand into new accounts or buying centers
- Collaborate with Marketing, Sales Engineering, Services, and other teams to generate demand and compelling business propositions
- Leverage channel partners, distributors, and technology partners
- Prioritize customer value and experience throughout the customer lifecycle
- Document sales steps and manage territory forecasts using Salesforce CRM
- Support sales management in accordance with 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 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 insurance or financial services
- High intellectual curiosity and adaptability
- AI skills and adoption, including using AI tools to research accounts, draft outreach, summarize call recordings, support CRM hygiene, analyze pipeline, coach deals, and use signal-based prospecting tools
- Approximately 25% travel required
- Preferred: SaaS software sales experience
- Preferred: experience selling into regulated industries, especially insurance
- Preferred: successful selling history within a global company with a broad SaaS products/services portfolio
- Preferred: 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 required
