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Precisely

Senior Account Executive

Precisely

. Sell Precisely’s strategic SaaS Platform RapidCX to regulated industries such as financial services and insurance .

Posted 10/31/2026full-timeRemote • United StatesSeniorWebsite

Core Competencies

Role fit
Core 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

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Applicant 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