Sell ftwilliam.com cloud-based software products and services in a defined territory made up of a specific geography of states in the U.S.
Partner closely with an assigned Account Manager to ensure customer retention/success and work together on new sales opportunities
Develop a strong understanding of the retirement plan administration market, our customers (TPAs, CPAs, Law Firms, etc.), and their daily workflow
Prospect and develop new business in both existing accounts as well as new accounts
Maintain and update information in Salesforce.com including activities, demos, and pipeline management
Utilize sales tech stack including Outreach.io, Gong, SalesIntel/ZoomInfo, LinkedIn/LinkedIn Sales Navigator, etc. in daily sales workflow
Attend National and Local ASPPA and NIPA tradeshows to provide booth coverage as needed
Attend in-person customer/prospect meetings in defined territory as needed
Develop relationships with major players in each of your large metro markets
Submit timely reports as requested by the Sales Manager and/or Executive Management
Contribute & exchange ideas and best practices to other members of the sales team
Fast and thorough follow-up on inquiries from customers and prospects by phone, email, text message or applicable tech stack application
Work closely with the assigned Account Manager, Customer Service and Billing to solve billing/service issues that could affect the renewal of a subscription
Support team, Business Unit, and corporate goals and objectives

3+ years of over-quota sales experience
College Degree or equivalent experience
Knowledge of and experience in the Retirement industry strongly preferred
Excellent verbal and written communication skills
Excellent organization, planning and presentation skills
Strong time management skills
Proficiency with Microsoft Office Products (PowerPoint, Outlook, Excel, Word) and Salesforce.com

Senior Field Sales Manager

Key skills