Sales Executive, Pension Software

About the Role

While professional experience and qualifications are key for this role, make sure to check you have the preferable soft skills before applying if required.

Our client is looking for a Sales Executive, Pension Software to grow their client base and deepen relationships with existing clients. This is a full-cycle sales role, from cold outreach and lead qualification through demos, proposals, and closing, and it sits at the intersection of pension expertise and client-facing sales.

Represent a mission-critical compliance platform that organizations legally cannot operate without. With an established customer base, exceptional client loyalty, strong referral-driven growth, and high switching costs that reinforce long-term partnerships, you'll spend less time creating demand and more time closing business and expanding relationships.

You'll be the face of our client: building relationships with TPAs, plan sponsors, and industry contacts, representing the organization at trade shows and conferences, and helping prospective clients understand how their platform can make work easier. You'll work closely with support and marketing teams, but this role requires someone who can own their pipeline and isn't afraid to pick up the phone.

If you know how to prospect, build relationships, and close, and you're motivated by a specialized market with real commission upside, we want to hear from you. Knowledge of the U.S. retirement industry is a genuine asset and will help you hit the ground running, but it's your sales instinct and drive that matter most.

Important: To be considered, you must have experience working in the U.S. pension space. Candidates without this experience will not be considered.

What You'll Be Doing

• Prospecting and cold outreach: identifying new leads, making calls, and building relationships with TPAs, plan sponsors, and others in the pension community
• Managing the full sales cycle from first contact through close, including demos, proposals, and contract execution
• Owning and tracking pipeline activity and reporting on sales progress
• Representing our client at U.S. industry trade shows and conferences, including planning, attending, generating leads, building relationships, and following up
• Maintaining and growing relationships with existing clients
• Collaborating with support and marketing teams to surface new opportunities and ensure a strong client experience

About You

You bring:

• 3+ years in a customer-facing role
• Proven sales acumen. You're comfortable prospecting, cold calling, and owning a pipeline from first contact to close
• Experience with a CRM (HubSpot or similar) and the discipline to manage your sales cycle without being pushed
• A consultative approach: you build trust, ask the right questions, and know when to move a deal forward
• Strong communication skills and the confidence to engage clients who take their work seriously
• Willingness and enthusiasm to learn about the U.S. retirement industry
• Ability to travel within the U.S. for trade shows and industry events

Nice to Have

• Familiarity with the U.S. retirement industry, including TPAs, defined benefit/defined contribution plans, recordkeepers, or investment house account management
• Experience at a TPA, pension plan administrator, recordkeeper, or investment firm
• Experience with pension administration software platforms, including CalcAir or comparable solutions

Human-Centered, AI-Supported

Our client may use AI tools to support and streamline portions of the recruitment process, such as scheduling, application review, and note-taking. AI helps improve efficiency and consistency, but it never replaces human judgment. All hiring decisions are made by people, not machines. Interviews are conducted by real team members who want to learn about your experience and career goals. AI is used to help reduce bias, improve fairness, and streamline processes while keeping human connection at the center of the hiring experience.

Trust Comes First

Our client aims to be transparent about compensation practices. Salary ranges are posted where required by applicable pay transparency legislation and reflect good-faith estimates based on factors such as role scope, market data, internal equity, and experience. In addition to base salary, employees may be eligible for a comprehensive rewards package that can include health and wellness benefits, paid time off, learning and development opportunities, and other programs designed to support well-being and professional growth.

This role also includes a commission plan.

FLSA Designation (U.S. Only)

Exempt

Salary Range

The estimated base salary range for this role is USD $63,000 - $77,000 annually . Final compensation will depend on factors including location, experience, qualifications, and market conditions.

Other Compensation (U.S. Only)

This role is also eligible for participation in a company profit-sharing bonus plan. Sales positions may additionally be eligible to participate in a business commission plan. xhyhwjd Details will be provided during the hiring process.