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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in consultative sales, pipeline management, and customer relationship building, with a strong focus on delivering value through tailored solutions. Proficient in leveraging CRM systems and data insights to drive business outcomes and enhance customer experiences.
Highest-signal resume keywords
B2B Sales ExperienceConsultative SellingCRM Proficiency (Salesforce)Property & Casualty Insurance LicenseSaaS and Fintech Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Cycle ManagementPipeline ManagementForecastingROI-Based Business Case DevelopmentUnderstanding of APIsData InsightsSolution DesignNegotiation TechniquesOutbound ProspectingCustomer Experience Delivery
Soft Skills
Verbal CommunicationWritten CommunicationCollaborationProblem SolvingCustomer Relationship Management
Tools & Technologies
CRM SystemsSalesforceData Analytics ToolsMarket Research ToolsProspecting Tools
Certifications & Qualifications
Bachelor’s DegreeProperty & Casualty Insurance License
Industry Keywords
SaaSFintechInsurtechLogistics TechSupply-Chain Platforms
About the role
Key responsibilities & impact- Achieve assigned revenue and growth targets by prospecting, developing, and closing new customers
- Identify, qualify, and pursue new business opportunities through outbound prospecting, referrals, and partnerships across the UPS ecosystem
- Conduct discovery-based, consultative sales conversations to understand customer risk, business, and shipping challenges
- Position and sell solutions that solve customer problems and deliver measurable value
- Own the full sales cycle, including pipeline management, forecasting, and deal progression
- Collaborate with UPS sales partners and internal stakeholders to expand wallet share and accelerate new customer acquisition
- Deliver a high-quality customer experience through clear, professional verbal and written communication
- Address and escalate customer issues as needed to support deal success and long-term relationship growth
- Maintain accurate activity, pipeline, and opportunity data in CRM systems
- Stay current on products, services, and market conditions to effectively position solutions and add customer insight
- Act as the voice of the customer in product and solution design
- Participate in pilots, betas, or early-stage product rollouts
Requirements
What you’ll need- Bachelor’s Degree or International equivalent
- Hold or obtain (post-hire) a valid property & casualty insurance license
- 2-3 years of sales experience
- Experience in SaaS, fintech, Insurtech, insurance, logistics tech, or supply-chain platforms preferred
- Experience selling solutions that combine product + service + insight preferred
- 3+ years of B2B sales experience preferred
- Ability to understand and articulate the value of digital products, data insights, and analytics and translate them into business outcomes
- Ability to leverage existing databases and tools to build targeted prospecting lists and prioritize opportunities
- Comfort discussing APIs, system integrations, dashboards, automation, and data flows (no coding required)
- Proven experience in consultative selling, discovery-based conversations, and solution design
- Experience collaborating with product, technology, operations, underwriting, or analytics teams
- Strong CRM and pipeline discipline (Salesforce)
- Ability to build ROI-based business cases
- Understanding of negotiation techniques and stakeholder objectives
- Must be geographically located in the same region as the position or willing to self-relocate
- Must be a U.S. Citizen or National of the U.S., an alien lawfully admitted for permanent residence, or an alien authorized to work in the U.S. for this employer
Benefits
Comp & perks- Permanent employment
- Equal opportunity workplace free of discrimination, harassment, and retaliation
