Account Sales Executive

Patra Corporation is the worldwide leader in insurance back-office and account management business process outsourcing. The Account Sales Executive plays a critical role in accelerating revenue growth and expanding market presence by maintaining strong relationships within assigned accounts and generating new business opportunities.

Responsibilities:

• Own and manage a full portfolio of accounts, including service center, non-service center, and surplus lines, ensuring consistent retention and expansion
• Navigate and grow complex, multi-location enterprise accounts, building deep organizational knowledge and influencing decision-makers across business units
• Lead generation and demand creation: Identify, target, and qualify new business opportunities through strategic outbound outreach, inbound qualification, and social engagement
• Deliver tailored SaaS and service presentations that articulate Patra’s value proposition, operational impact, and technology advantages to executive stakeholders
• Understand the retail brokerage insurance landscape with expert-level fluency; leverage industry insights to position Patra as a trusted operational and technology partner
• Identify whitespace and cross-sell opportunities that align with Patra’s service portfolio and client growth strategies
• Stay continuously informed on insurance trends, SaaS innovations, competitive positioning, and evolving client needs to drive proactive account strategies
• Serve as a senior relationship leader, cultivating trust at multiple levels of the client organization, including executives, operational leaders, and technical stakeholders
• Drive account planning excellence by building, documenting, and executing comprehensive Account Plans focused on revenue growth, retention, and client health
• Conduct persuasive sales presentations and product demonstrations via phone, web conferencing, and in-person meetings, guiding clients through solution design and business justification
• Negotiate and influence at scale, including experience drafting, reviewing, and executing MSAs, SOWs, and renewal agreements
• Represent Patra at client sites, conferences, and industry events, demonstrating thought leadership and strengthening market visibility
• Manage the full sales cycle—prospecting, qualification, discovery, solution alignment, negotiation, and close—consistently meeting or exceeding monthly and quarterly quota
• Own all aspects of small commercial client servicing while ensuring operational efficiency and high-quality policy management
• Maintain rigorous command of the sales process, integrating best practices in forecasting, pipeline advancement, and stakeholder alignment
• Uphold exceptional written and verbal communication standards, delivering clear proposals, executive summaries, and client correspondence
• Use CRM (Salesforce/HubSpot) to track activities, opportunities, client interactions, and forecasting with discipline and accuracy
• Collaborate cross‑functionally with internal teams—including Operations, Service Delivery, Product, Marketing, and Finance—to ensure seamless client experience and operational alignment
• Apply strong analytical, critical thinking, and business judgment to evaluate client needs, propose solutions, and support strategic decision-making
• Demonstrate advanced negotiation skills, balancing client advocacy with business priorities to drive mutually beneficial outcomes
• Partner with marketing and sales leadership to refine messaging, optimize campaigns, and improve conversion across the funnel

Requirements:

• Minimum of 2 years of sales experience, preferably in the SaaS industry
• Excellent verbal and written communication skills with the ability to engage and persuade potential customers
• Proven track record of meeting or exceeding sales targets with a strong understanding of the sales process
• Comfortable using CRM software (e.g., HubSpot), email marketing tools, and web conferencing platforms
• Highly motivated, self-driven, and able to work independently as well as part of a team
• Ability to thrive in a fast-paced, dynamic environment and adjust to changing priorities
• Strong analytical and problem-solving skills with a customer-centric approach
• Bachelor's degree in Business, Marketing, or a related field is preferred