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Precisely is a global leader in data quality, data enrichment, and location intelligence, helping thousands of trusted brands make confident decisions with reliable data. The company is AI-first, with artificial intelligence woven into product development, operations, and problem-solving.
You will join the sales team as a Senior Account Executive, selling Precisely's strategic SaaS platform RapidCX to regulated industries, particularly Financial Services and Insurance. This is a fully remote role based anywhere in the US.
In this results-focused position, you will identify and close direct sales engagements, upgrade and expand existing accounts, and work closely with regional partners. You will develop and implement comprehensive strategies to maximize opportunities for Precisely products and services, with a focus on owning and driving the complete customer lifecycle.
Key responsibilities include:
- Learning Precisely products, services, and approved sales methodology
- Developing understanding of industry trends, market opportunities, and pain points in your territory
- Developing and executing business plans to generate pipeline and revenue
- Building strong client relationships and expanding into new accounts and buying centers
- Collaborating with Marketing, Sales Engineering, Services, and other teams to generate demand and compelling business propositions
- Leveraging internal resources and the broader Precisely ecosystem (channel partners, distributors, technology partners)
- Prioritizing customer value and experience throughout the lifecycle
- Managing territory forecast and documenting sales steps in Salesforce CRM
- Supporting sales management in accordance with regional strategy
AI skills are fundamental to this role. You will use AI tools to research accounts, draft outreach, and summarize call recordings; leverage AI-assisted CRM hygiene (Salesforce, Claude, Copilot for Sales); use AI for pipeline analysis and deal coaching; and work with signal-based prospecting tools.
Approximately 25% travel is required.
Requirements:
- Bachelor's degree in business or related field AND 5+ years in enterprise software sales (SaaS preferred), OR equivalent professional experience
- Strong client engagement and relationship-building skills at all levels
- Strong negotiation skills and demonstrated success with value- or outcome-based selling
- Strong analytical, problem-solving, and time management skills
- Working knowledge and selling experience in insurance or financial services space
- High levels of intellectual curiosity and adaptability; ability to understand clients' businesses and collaborate on innovative solutions
- AI skills and adoption fundamental to the role
Preferred:
- SaaS software sales experience
- Experience selling into regulated industries, especially insurance
- Successful selling history within a global company with broad SaaS products/services portfolio
- Demonstrated experience driving complex sales cycles and customer success within a matrixed selling organization
- US-remote geographic location
