Account Executive (Financial Services) - West

Problem Solvers. Proactive Protectors. Relentless Allies.

Ready to join us? Let's get started. 

This position is responsible for successfully selling Fortra’s software products within assigned geographic territory (Western US). The candidate will be operating within Fortra’s dedicated financial services & Insurance team. Specific duties include identifying and properly qualifying business opportunities, preparing formal proposals, leading negotiations, and overcoming objections to close sales. Individuals in this role need to maintain a strong knowledge of offered solutions while providing accurate sales forecasts in a consistent manner.  

WHAT YOU'LL DO

• Make regular telephone calls to develop relationships and follow up on leads.  
• Identify and properly qualify business opportunities.  
• Lead negotiations, coordinate complex decision-making process, and overcome objections to closure.  
• Develop and maintain communications in a cooperative and friendly manner with all levels of staff and customers.  
• Assist in determining sales strategies and goals for products and services.  
• Assist in evaluating product and service offerings in terms of customer needs.  
• Research and develop lists of potential customers.  
• Determine customer needs and apply a product and services offering in an effective manner.  
• Other duties as assigned.  

QUALIFICATIONS

• Bachelor’s degree required  
• Experience selling software/technology solutions in the financial institutions and insurance markets 
• Inside Sales experience preferred  
• Excellent written and verbal communication skills  
• Strong organization and time management skills with the ability to manage  
• competing priorities  
• Demonstrated ability to problem solve and negotiate with emphasis on closing the sale 

 

This role is eligible for commission as defined under the terms of the applicable plan. At Fortra, our compensation philosophy prioritizes fair market value and internal equity, aligning with your experience and specialized skill set.  

As a full-time, exempt employee at Fortra, you’ll enjoy a comprehensive benefits package that includes:  

• Health, dental, and vision coverage as of hire 

• Immediate enrollment in 401(k), HSA, and FSA plans 

• Flexible PTO policy  

• Participation in our equity program 

• Tuition and personal enrichment reimbursement 

Check out some of the of the other benefits we offer that are focused on your holistic well-being and our Diversity, Equity, and Inclusion program.

Compensation$46,500—