Sales Executive for Benefits Technology Platform

Job Description

Job Description

Sales Executive for Benefits Technology Platform

Position Description

We are looking for an ambitious, proven sales executive to champion map benefits® , a one-of-a-kind administrative platform for non-qualified benefit plans and a Mezrah Consulting affiliate. This position will report directly to the CEO. The focus will be on the growth and adoption of map benefits® , the firm’s cloud-based administrative platform for non-qualified benefit plans. This position is responsible for identifying and qualifying prospective clients and distribution partners, managing sales outreach campaigns, and supporting the full sales lifecycle from initial prospecting through opportunity development. Customer acquisition and onboarding are paramount. Following up on leads and opportunities, scheduling meetings, setting up conference calls and scheduling online demos are essential.

Responsibilities

§  Debrief following meetings and demonstrations to determine next steps, required deliverables, and strategies to advance opportunities to provide necessary support in the sales process.

§  Manage all leads and opportunities in Salesforce.com

§  Coordinate with all departments throughout the entire sales and implementation process (e.g., client onboarding, setup, training, data migration, etc.)

§  Maintain consistent follow-up with leads and opportunities through phone calls, email outreach, and scheduled meetings.

§  Schedule meetings and conference calls with new opportunities

§  Follow up on all leads and opportunities

§  Work with Marketing to support the development of sales materials, presentations and other collateral promoting map benefits® . 

§  Research prospective clients in target market, pursue leads and follow through to obtain meeting with decision makers

§  Identify decision makers and the decision-making process at each company, obtain contact information and reach out to leads and opportunities via phone, email, etc.

§  Create go-to market strategy for vertical target markets

§  Become a student of the non-qualified plans business including IRC 409A; gain an understanding of the target markets and competitive landscapes for non-qualified plan administration platforms.

§  Understand the complexities of the strategic sales process and all buying influences

§  Contribute to the refinement of map benefits® sales playbook and go-to-market strategies for targeted industry segments.

§  Other duties as assigned by the CEO. 

Qualifications

§  4-year college degree (Business, Marketing or Finance preferred)

§  Experience in the SaaS product market

§  Minimum 5-year proven track record in a FinTech sales environment

Desired Experience and Skills

§  Excellent interpersonal and leadership skills

§  Strong verbal and written communication skills (e.g., ability to ask the right questions)

§  Ability to take ownership of responsibilities, manage competing priorities, and perform effectively in a fast-paced, high-accountability environment

§  High comfortability speaking directly with high-net-worth individuals and C-level executives 

§  Exceptional attention to detail with ability to organize, prioritize and multi-task

§  Strong follow-up skills and initiative seeker

§  Effective negotiation and decision-making skills

§  Salesforce.com, Excel, Word and PowerPoint

§  Professional, aggressive, hungry and tenacious

This is NOT a remote position. You must be living in the Tampa Bay area to apply. In addition to a base salary, you will be eligible to participate in a sales based bonus plan.

For more than 30 years, Mezrah Consulting, a national firm based in Tampa Florida, has focused on one thing—providing executive benefits and deferred compensation plans for sizable publicly traded and privately held companies. We place value in the design, funding, implementation, securitization and administration of nonqualified executive benefit programs, and have advised more than 300 companies throughout the U.S.

As a knowledge-based and strategy-driven company, we offer clients highly creative and innovative solutions by uncovering value and recognizing risks that other firms typically do not see. Custom nonqualified benefit plans are administered through our affiliate mapbenefits®, a proprietary cloud-based technology platform that provides enterprise plan administration for nonqualified plans, including reporting and functionality for plan participants and plan sponsors.

Company Description

For more than 30 years, Mezrah Consulting, a national firm based in Tampa Florida, has focused on one thing—providing executive benefits and deferred compensation plans for sizable publicly traded and privately held companies. We place value in the design, funding, implementation, securitization and administration of nonqualified executive benefit programs, and have advised more than 300 companies throughout the U.S. \n\nAs a knowledge-based and strategy-driven company, we offer clients highly creative and innovative solutions by uncovering value and recognizing risks that other firms typically do not see. Custom nonqualified benefit plans are administered through our affiliate mapbenefits®, a proprietary cloud-based technology platform that provides enterprise plan administration for nonqualified plans, including reporting and functionality for plan participants and plan sponsors.