Current Openings at WorkStaff USA Staffing Agency

Account Executive, Financial Services (Can Work Remote)
$156K - $200K / Year
Minimum Education:
Job Type:
Full Time
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This role will cultivate CFI decision maker contacts from referrals, personal research, and corporate marketing campaigns. You will engage those contacts through orchestrated touch patterns including phone, email, on-site visits and social media.

The goal is to discover and advance leads through the sales stages, utilizing the companies Digital Banking sales methodology. You must be a hunter, accustomed to developing and closing new business. This is a role for a highly experienced individual in enterprise technology sales.

Key Responsibilities:
Research accounts, build a business plan to understand targets, create communication plans, and generate prospect interest.
Perform outbound sales activities such as introductory calls, prospect visits, tradeshows and lead validation discussions.
Proactively look for opportunities to engage Marketing to influence campaign planning and optimize the inbound lead management process.
Build relationships internally and externally and effectively communicate with prospects to positively influence deal progression
Educate prospects on Digital Insight’s value proposition and product capabilities.
Track all sales activities using
Meet or exceed quota metrics for growing the Digital Banking pipeline (3X) and new annual contract value.
Partner with the company leadership and finance teams on winning pricing models and strategies.
Partner with the company Contracts and legal on negotiating terms and conditions of service agreements with prospects in sales.

Basic Qualifications:
Bachelor Degree or equivalent experience
5 years+ of Software Sales experience, preferably in the Financial Services industry.
Executive level verbal and written communication.
A contagiously positive, self-starter attitude.
Strong desire to achieve goals and share what works in a highly collaborative environment.
Outgoing personality and the ability to engage prospects easily over the phone, in email, and over social media, as well as onsite.
Provide presentations to decision makers and executive level participants.
Passion to win

Is Relocation Available?

Is there additional variable compensation?
the salary range stated is 100% It consist of 60% of base salary and 40% of quarterly bonus

Are you open to sponsorship?

This position is:
New Position

Is there a possibility to work remote?

Is there equity?

Are there flexible work hours?

Does this position have direct reports?

What are the 3-4 non-negotiable requirements on this position?
- We are looking for candidates with digital banking sw/applications sales, or at least experience within sw sales in banking/finance area.
- Must have industry experience.
- 5 years+ of Software Sales experience, in the Financial Services industry.


WorkStaff USA Staffing Agency, LLC
P.O Box 177
Farmingville, NY 11738
Fax: 2534989854
Phone: 6317902467

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