Ortiz Property Group @ REAL Broker

Mid-Market Account Executive

Ortiz Property Group @ REAL Broker

full-time

Posted on:

Location Type: Hybrid

Location: Denver • Colorado • United States

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Salary

💰 $100,000 - $110,000 per year

About the role

  • Exceed annual and quarterly sales targets (ramped quota for first 3 months), including net new revenue, gross retention revenue and professional services fees.
  • Take a keen interest in the nuances of the insurance industry, from the ever-changing regulatory environment to the unique challenges facing Life, Health and Annuities vs Property and Casualty markets.
  • Utilize acquired industry knowledge and customer stories to lead with a point of view in each and every customer interaction.
  • Helping customers with varying footprints, across numerous lines of business, types of companies, etc can be an added challenge selling to a niche market, so recognizing how their business goals align with the value AgentSync delivers is key to your success, AgentSync’s success and ultimately the success of the customer.
  • Build and maintain relationships with key contacts within the accounts you close over time and partner with Customer Success to continuously engage customers as appropriate.
  • Create territory plans and account plans to strategically penetrate your named accounts
  • Take ownership of your own pipeline by setting self-paced prospecting goals each quarter, and developing and executing on a strategy to achieve them.
  • Utilize designated pipe-gen days to cover the largest territory on the team and ensure every company in your patch knows AgentSync.
  • Operate autonomously as “the CEO of your territory” with the help of support teams such as Pre-Sales Engineering, Marketing, SDRs, Product, Legal, Finance, Delivery and Customer Success.
  • Adopt and embrace AgentSync’s Customer Engagement Process (CEP) to execute customer-focused evaluation cycles with the forecasting diligence that enables our business to grow and expand in a responsible way.

Requirements

  • 3+ Years B2B SaaS experience in Account Executive/Sales roles
  • 1+ years in insurance, financial services, compliance, legal, consulting etc. (legacy industries)
  • Demonstrated top performer with a track record of meeting and exceeding annual ARR quotas of $1M + with average deal sizes of $90K+
  • Experience with C Level Sales and relationship management.
  • Excellent data-driven, process-driven, methodical, and consultative sales process and mechanics
  • Strong pipeline generation, opportunity management, and forecasting skills
  • Natural problem-solver: comfortable with complexity and ambiguity; able to both delve into the details and operational tactics, and engage meaningfully on the big picture and overall strategy
  • Proactive and passionate: independently solving conceptual problems, and delivering results in challenging situations
  • High-energy, team-first attitude: motivated to work collaboratively in a fast-paced, ever-changing environment to help our growing business
Benefits
  • 💰 $200K-$220K OTE potential ($100K - $110K base salary)
  • Equity in the form of stock options
  • 🏥 Medical - Cigna plans with 100% employer paid premiums on 2 plan options
  • 🦷 Dental - 100% paid premium plan for you and your dependants
  • 👁️ Vision - 100% paid premium plan for you and your dependants
  • 📔 Employee Assistance Plan
  • 🏦 401(k) retirement savings plan
  • 🤒 HSA employer contributions
  • 🌴 Flexible PTO
  • 📆 12 paid holidays per year
  • 🍼 12 weeks parental leave w/generous return to work stipend
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
B2B SaaSsales processpipeline generationopportunity managementforecastingaccount planningcustomer engagementquota attainmentrelationship managementconsultative sales
Soft Skills
problem-solvingdata-drivenmethodicalproactivepassionateteam-orientedadaptabilitycommunicationstrategic thinkingcollaboration