Senior Account Executive

Job Description We are seeking a Senior Account Executive to expand our footprint among institutional prospects. This role will own the full sales cycle, including cold outreach, pipeline building and management, and contract negotiations focused on banks, broker-dealers, RIAs, and wealth managers. This is a high-impact role focused on strategic growth areas. The ideal candidate is a strategic thinker with exceptional communication skills and a desire to build inside a great team.

Salary:

90k-100k We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.

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https://insightglobal.com/workforce-privacy-policy/. Skills and Requirements

• Proven outbound hunter who owns their pipeline from zero and is comfortable with cold outreach, relentless follow-up, and building relationships from scratch without a warm lead handoff
• Experience in data/technology or SaaS solutions (preferred but not required)
• Familiarity with financial services ecosystems, including asset management, fixed income, and portfolio management
• Track record of consistently exceeding sales targets in a long-cycle, complex sales environment
• Outstanding communication, presentation, and negotiation skills and ability to simplify complex scenarios for prospects
• Own pipeline end-to-end: prospect, qualify, nurture, and close new business with financial institutions, banks, broker-dealers, and RIAs through outbound outreach, networking, and other prospecting
• Develop and execute a strategic sales plan to exceed revenue targets
• Build and maintain strong relationships with senior executives, wealth managers, operations, and compliance, becoming a trusted advisor who understands pain points before positioning a solution
• Serve as a subject-matter expert on annuities and life insurance technology trends to credibly position Proformex solutions versus competitors
• Navigate complex, multi-stakeholder sales cycles, maintaining accurate pipeline data, forecasts, and activity tracking
• Collaborate with marketing, product, and customer success teams to ensure prospects are the right fit
• Represent Proformex at industry events, roundtable discussions, trade shows, and other meetings as necessary to successfully close new business