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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in B2B sales and business development within regulated industries, with a strong focus on consultative selling and relationship management. Proficient in utilizing CRM systems for opportunity tracking and pipeline management while effectively communicating with diverse stakeholders.
Highest-signal resume keywords
B2B Sales ExperienceSaaS SalesCRM ManagementConsultative Sales SkillsRegulated Industry Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Opportunity GenerationSales NegotiationPresentation SkillsClosing SkillsDiscovery Skills
Soft Skills
Strong Communication SkillsIndependenceRelationship Building
Tools & Technologies
CRM SoftwareDigital Marketing SolutionsEmail Campaign Tools
Industry Keywords
Financial ServicesWealth ManagementInsuranceLegal ServicesCompliance
About the role
Key responsibilities & impact- Develop a self-generated pipeline of prospective customers across the United States
- Identify and contact decision-makers within financial services, wealth management, insurance, legal and other regulated industries
- Introduce Digital Agent’s managed websites, Email Campaign, Reachify and full-platform solutions
- Conduct initial discovery and determine whether prospects are qualified opportunities
- Understand prospects’ business, marketing, technology, compliance and customer-engagement requirements
- Coordinate qualified sales discussions with Digital Agent product and technical specialists
- Manage opportunities from prospecting through proposal, negotiation and signed agreement
- Maintain accurate prospect, opportunity and activity information in the company CRM
- Follow CRM deal-registration procedures to protect opportunity ownership
- Develop long-term customer relationships and identify opportunities for additional services
- Represent Digital Agent at virtual meetings, industry events and customer presentations
- Follow approved pricing, brand, privacy, security and regulatory communication requirements
- Provide regular pipeline forecasts and updates on active opportunities
Requirements
What you’ll need- 5 or more years of successful B2B sales, business development or account-acquisition experience
- Demonstrated ability to generate opportunities independently
- Experience selling SaaS, digital marketing, websites, CRM, professional services or related technology
- Experience with financial services, insurance, legal services or another regulated industry is strongly preferred
- Proven ability to manage consultative sales involving multiple decision-makers
- Confidence communicating with business owners, marketing leaders, compliance teams, technology teams and senior executives
- Strong prospecting, discovery, presentation, negotiation and closing skills
- Experience maintaining accurate opportunities and activities in a CRM
- Ability to work independently in a remote, results-oriented environment
- Strong written and verbal communication skills
- Willingness to participate in ongoing product and compliance training
- Ability to travel for selected customer meetings or industry events when appropriate
Benefits
Comp & perks- 100% commission-only compensation with no cap on what you can earn
- Remote, independently managed work
- Product and technical specialists who support your deals
- Ongoing product and compliance training