Inside Sales Account Representative - Financial Services

We’re a leader in data and AI, inspiring customers around the world to transform data into intelligence and questions into answers. Join us for a dynamic, fulfilling career with flexibility and a world-class employee experience.

About the role

The Inside Sales team is looking for an Inside Sales Account Representative to help drive incremental revenue growth by selling SAS software and solutions to current and prospective Financial Services customers. In this role, you’ll work independently and collaboratively with field sales teams to identify opportunities, build pipeline, and grow customer relationships within an assigned territory. This is an opportunity to deepen your sales expertise, expand your business acumen, and make a measurable impact in a fast-paced, high-volume sales environment.

Responsibilities

• Drive incremental revenue by managing and expanding a defined territory of current and prospective customers through inbound and outbound sales activities.
• Qualify, prioritize, and manage sales opportunities, building and maintaining a healthy pipeline to achieve revenue targets.
• Collaborate closely with field sales, marketing, and internal partners to execute territory and account plans.
• Establish and maintain relationships with multiple buying stakeholders to uncover software, services, and training needs.
• Prepare standard quotes, proposals, and sales documentation, working cross-functionally to support contract finalization and fulfillment.
• Accurately forecast sales activity and update customer and opportunity information in internal CRM systems.
• Ensure all applicable security policies and processes are followed to support the organization’s secure software development goals.
• Embrace curiosity, passion, authenticity, and accountability—values that influence everything we do.

Requirements

• Bachelor's degree, preferably in Business, Marketing, Computer Science, or related field.
• Minimum of 3-5 years of Inside Sales, Prospect Development, or customer-facing commercial experience.
• Five years of experience in sales or telesales in an industry-related environment.
• Demonstrated ability to prospect quality opportunities and manage multiple sales engagements simultaneously.
• Strong written, verbal, and interpersonal communication skills, including the ability to convey business and technical concepts by phone.
• Experience using CRM tools and working with sales performance metrics.
• Ability to work independently while collaborating effectively within a team-oriented sales environment.
• Strong preference for someone who has previously worked in a Sales capacity with enterprise Financial Services companies or previous experience in Sales at a software company.
• Equivalent combination of related education, training, and experience may be considered in place of the above qualifications.

Skills

• Demonstrates initiative and accountability by taking prompt, proactive action to accomplish goals, overcome challenges, maintain momentum, and achieve results beyond expectations.
• Leads impactful sales discussions with key decision makers, effectively uncovering needs, providing insights, addressing objections, building consensus, and advancing opportunities through the buying process.
• Sets and achieves ambitious performance goals by establishing measurable objectives, monitoring progress, and persistently driving continuous improvement and business results.
• Develops and executes strategic sales plans that drive revenue growth and support organizational objectives.
• Builds strong, trust-based relationships with clients and stakeholders, prioritizing customer needs and delivering tailored solutions that enhance satisfaction, loyalty, and long-term partnerships.
• Leverages data, market intelligence, and customer insights to create compelling value propositions that address client challenges and differentiate solutions.

Benefits

• Comprehensive medical, prescription, dental, and vision plans with multiple options, including:
  • PPO with low annual deductible and copays.
  • HDHP combined with a health savings account with a contribution from SAS (no access to on-site health care center).
• Onsite Health Care Center (HQ) that’s free to employees and family members enrolled in the PPO plan, including a pharmacy that ships prescriptions at no additional charge for remote employees.
• Industry-leading 401k plan.
• Tuition Assistance Program and resources to support professional development.
• Generous time away, including:
  • Vacation time.
  • Paid holidays and a U.S. Winter Wellness Break between December 25 and January 1.
  • Volunteer Time Off.
  • Parental leave.
  • Unlimited paid sick days.
• Generous childcare benefits for all full-time employees.

Applicants must be legally authorized to work in the United States and should not require, now or in the future, sponsorship for employment visa status.