Note: The job is a remote job and is open to candidates in USA. The client is seeking a Sales Executive to grow its pension software client base and strengthen existing relationships. The role owns the full sales cycle, from prospecting and demonstrations through proposals and closing, and represents the client at industry events.
Responsibilities
- Prospecting and cold outreach: identifying new leads, making calls, and building relationships with TPAs, plan sponsors, and others in the pension community
- Managing the full sales cycle from first contact through close, including demos, proposals, and contract execution
- Owning and tracking pipeline activity and reporting on sales progress
- Representing our client at U.S. industry trade shows and conferences, including planning, attending, generating leads, building relationships, and following up
- Maintaining and growing relationships with existing clients
- Collaborating with support and marketing teams to surface new opportunities and ensure a strong client experience
Skills
- 3+ years in a customer-facing role
- Proven sales acumen
- You're comfortable prospecting, cold calling, and owning a pipeline from first contact to close
- Experience with a CRM (HubSpot or similar)
- The discipline to manage your sales cycle without being pushed
- A consultative approach: you build trust, ask the right questions, and know when to move a deal forward
- Strong communication skills
- The confidence to engage clients who take their work seriously
- Willingness and enthusiasm to learn about the U.S. retirement industry
- Experience working in the U.S. pension space
- Familiarity with the U.S. retirement industry, including TPAs, defined benefit/defined contribution plans, recordkeepers, or investment house account management
- Experience at a TPA, pension plan administrator, recordkeeper, or investment firm
- Experience with pension administration software platforms, including CalcAir or comparable solutions
Benefits
- Employees may be eligible for a comprehensive rewards package that can include health and wellness benefits, paid time off, learning and development opportunities, and other programs designed to support well-being and professional growth.
- This role also includes a commission plan.
- Eligible for participation in a company profit-sharing bonus plan.
Company Overview