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Account Executive



Sales & Business Development
United States · Remote
Posted on Thursday, July 11, 2024

Company Description

insightsoftware is a global provider of comprehensive solutions for the Office of the CFO. We believe an actionable business strategy begins and ends with accessible financial data. With solutions across financial planning and analysis (FP&A), accounting, and operations, we transform how teams operate, empowering leaders to make timely and informed decisions. With data at the heart of everything we do, insightsoftware enables automated processes, delivers trusted insights, boosts predictability, and increases productivity. Learn more at insightsoftware.com

Job Description

If you enjoy hunting new business and the thrill of the WIN, along with building relationships with future customers, then you're whom we're looking for to grow our sales team! With uncapped earning potential, the Account Executive will be part of our dynamic sales organization, responsible for developing and closing new business opportunities. You will qualify leads, identify decision-makers, determine customer needs, present and demonstrate our solutions, overcome objections, and close sales, making you the owner of the full sales cycle. As a new AE, you'll receive training and development with tremendous opportunities for advancement for top performers! This is a fully remote position.

In this role, you will:

  • Develop and maintain strong contacts, and networks both within and outside of the Company
  • Report into the Divisional Vice President of Software Sales, NA
  • Manage entire sales cycle from identification through to close, including presentation, request for proposal responses, contract negotiations and transition to other departments for future servicing as either a software or outsourcing client
  • Understand and articulately communicate feedback on market condition, new opportunities, product penetration strategies and successes
  • Oversee, maintain and update sales forecast and CRM system
  • Be available to travel up to 50% of the time
  • Attend a 5-week Sales Boot Camp, incorporating MEDDIC sales and qualification methodology, along with an emphasis on understanding the customer's journey

What will you do?

  • Develop and execute sales plans and exceed sales goals through prospecting, qualifying, managing, and closing sales opportunities
  • Develop and manage sales pipeline to consistently meet or exceed monthly, quarterly, and annual revenue quotas
  • Use a consultative approach to diagnose our customer's needs
  • Remain highly knowledgeable of company products and target industries to facilitate sales efforts
  • Practice effective, excellent communication with management, customers, and support staff
  • WIN – close deals and acquire new customers

How will you get it done?

  • Results Orientation – Demonstrate a track record of success in bringing in new customers, exceeding quotas, and maximizing revenue
  • Engaging Presence – Use your interpersonal skills to effectively engage with prospects and customers, getting them excited to speak with you and learn more about our product
  • Drive & Grit – Operate in a fast-paced environment with a focus and determination to achieve high-quality results


  • 2+ years of financial technology sales experience to mid-size public companies required
  • Outstanding verbal and written communication skills with the ability to clearly and concisely articulate thought is required
  • Demonstrated strength in negotiation, financial and analytical skills required
  • Proven track record of selling to key audience of financial professionals required
  • Demonstrated strength in cold calling to create a pipeline of companies, negotiation, financial and analytical skills required
  • Proven history of securing new accounts, as well as growing sales across various other channels required
  • Bachelor's degree or equivalent relevant experience

Additional Information

All your information will be kept confidential according to EEO guidelines.


** At this time insightsoftware is not able to offer sponsorship to candidates who are not eligible to work in the country where the position is located. **

Learn more about our high-energy, high-performance global team. Work With Us »

insightsoftware About Us: Hear From Our Team - InsightSoftware (wistia.com)

Background checks are required for employment with insightsoftware, where permitted by country, state/province.

At insightsoftware, we are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. We are proud to be an equal opportunity workplace.