Account Executive

Greenlight Consulting

$80K — $120K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of B2B sales experience, preferably in technology consulting or SaaS.
  • Proven track record of exceeding sales quotas in complex sales scenarios.
  • Experience engaging with Financial Services clients.
  • Familiarity with co-selling strategies involving major software partners.
  • Strong presentation skills for engaging with C-suite and VP-level executives.
  • Adaptable mindset focused on continuous personal growth and coaching.
  • Ability to work effectively in a remote and distributed environment.

Responsibilities

  • Generate $3M in qualified sales pipeline within the first year.
  • Acquire 8 new customers, focusing on both project-based and long-term engagements.
  • Achieve $2M in new business revenue, contributing to overall company growth goals.
  • Increase upsell revenue by 20% in existing customer accounts.
  • Build partnerships with software allies to create co-selling opportunities.
  • Lead entire sales cycle for complex technology consulting projects.
  • Represent the company at industry events and maintain Salesforce records meticulously.

Benefits

  • Flexible remote work environment for optimal work-life balance.
  • Opportunities for personal and professional growth within a supportive team culture.
  • Involvement in high-stake projects with influential industry partners.
  • Access to a robust sales training and development program.
  • Participation in industry events for networking and exposure.
Full Job Description
The Role:

Find and develop new customer relationships to help them solve their biggest challenges with the solutions Greenlight Consulting offers - with a specific focus on deepening our presence within the Insurance industry.

Responsibilities:

Success in this role is measured against the following outcomes in your first 12 months:
PIPELINE & REVENUE
- Generate $3M in qualified pipeline - of which 70% is sourced through software partner relationships and 30% is self-generated through prospecting.
- Acquire 8 new customers - of which 70% are project-based engagements and 30% are long-term program-based engagements.
- Close $2M in new business revenue, `contributing to team attainment of 110% or higher of company growth objectives.
- Grow upsell revenue by 20% over existing customer spend in your territory, inclusive of churn.

RELATIONSHIPS & ACTIVITY
- Expand your relationships with peers and leadership at our software partners by 25%.
- Deepen and widen customer relationships, including in-person interactions, growing by 40% over baseline.
- Maintain Salesforce hygiene: 80% of opportunities updated daily, 100% activity logging completed weekly.
- Contribute to brand presence with a minimum of 2 social media posts per week in support of our business.

WHAT YOU WILL DO
- Own the Insurance vertical and build a territory plan that aligns your activity to Greenlight's growth strategy.
- Develop and maintain deep relationships with the sales team at our software partners - including sales leaders and alliance teams - to generate a consistent flow of co-sell opportunities.
- Lead the full sales cycle from first conversation through commercial close for complex, multi-stakeholder technology consulting engagements.
- Partner with Greenlight's delivery team to scope solutions and build compelling business cases for enterprise buyers.
- Identify upsell and expansion opportunities within existing accounts and work cross-functionally to maximize customer lifetime value.
- Represent Greenlight at industry events, partner QBRs, and customer executive briefings.
- Maintain rigorous Salesforce discipline and contribute to a culture of visibility and accountability within the sales team.

WHAT YOU BRING
- 5+ years of enterprise B2B sales experience, ideally in technology consulting, SaaS, or professional services.
- A verifiable track record of meeting or exceeding quota in a complex, multi-stakeholder sales environment.
- Experience selling into Financial Services customers.
- Comfort navigating co-sell motions with major software partners (UiPath, Microsoft, Salesforce, ServiceNow, or equivalent).
- Strong executive presence and the ability to engage credibly with C-suite and VP-level buyers.
- A growth mindset: coachable, curious, and committed to continuous improvement.
- Remote-ready: disciplined, self-directed, and able to thrive in a distributed work environment - being close to customers, not our office.
- A strong culture fit with a team of professionals who care deeply and take ownership of our customers' biggest challenges.

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