Sales Account Representative

SALES ACCOUNT REPRESENTATIVE

What You'll Do

The Sales Account Representative drives revenue growth by developing customer relationships and converting business opportunities into successful sales. This position manages opportunities through discovery, solution development, presentation, negotiation, and close while identifying opportunities to expand existing customer relationships. The Account Executive works collaboratively with Sales Enablement, Client Success, Product, Marketing, and other internal teams to maintain a healthy pipeline, deliver effective customer solutions, and achieve assigned sales goals.

Key Responsibilities

• Develops and manages customer relationships to support new business, account retention, and revenue growth.
• Conducts discovery to understand customer needs, business goals, regulatory requirements, and operational priorities.
• Recommends and presents WebCE products and solutions that align with identified customer needs.
• Manages assigned opportunities through qualification, solution development, proposal, negotiation, and close.
• Develops and maintains a healthy sales pipeline through lead follow-up, referrals, customer outreach, and collaboration with Sales Enablement and other internal resources.
• Identifies opportunities to expand existing customer relationships through additional products, services, and solutions.
• Maintains accurate and timely customer, pipeline, activity, sales, and forecast information in the CRM and other sales tools.

What Success Looks Like

• Hunter mentality that quickly learns complex products and industry concepts
• Consistently develops lucrative business opportunities ranging from approximately $2,500 to $250,000+
• Meets or exceeds quota expectations while remaining coachable and receptive to feedback

Preferred Experience

• 2+ years of full-cycle B2B sales experience in long sales cycles
• Preferred Product Experience selling software, education, insurance, and compliance or financial services solutions
• Preferred Industry Experience in insurance, claims, adjusting, licensing, continuing education, or compliance

Compensation

• Base salary: $65,000-$80,000 plus commission
• Final salary based on experience
• Commission plan: 60% base / 40% variable target compensation
• Uncapped and unthrottled commission

Work Environment

• Hybrid position based in Dallas, Texas.
  • Candidates must reside within the Dallas-Fort Worth area and be available to work in the Dallas office a minimum of one day per week, with additional in-office attendance as business needs require.
• Approximately 10% travel per year for conferences and customer meetings