The Sales Associate will develop new business, manage the sales cycle, and engage clients' IT and cybersecurity needs, achieving sales targets in the financial services sector.
Account Executive
About Us
RFA drives technological advancement for clients through artificial intelligence, cybersecurity solutions, and a robust cloud-based managed services platform. Our organization distinguishes itself with a diverse team, an innovative culture, and a customer-centric approach. With a legacy spanning 35 years and partnerships with over 650 firms, RFA is recognized as a leader in the managed services sector. We invite professionals who are eager to grow, address complex technology and cyber challenges, and contribute within a dynamic industry environment.
What You’ll Do
As a Account Executive, you'll develop new business by understanding clients’ IT and cybersecurity needs. You will connect with decision makers, build strong relationships, and drive revenue for our AI Technology Managed Service Platform. For example, you may lead the sales cycle for a new AI, cybersecurity or IT solution targeting financial institutions, collaborating with technical teams to tailor offerings for client-specific requirements.
Responsibilities
- Find, engage, and close new prospects
- Convert inbound leads and grow referral networks
- Manage the full sales cycle from discovery to contract
- Achieve sales targets via direct and indirect efforts
- Build scalable lead sources for pipeline growth
- Be a thought leader in high-value sectors
- Qualify opportunities and work with technical teams to build technology solutions on RFA’s AI Technology Managed Services Platform.
- Keep accurate forecasts and account data in HubSpot
- Stay updated on industry trends in Alternative Financial Space
- Attend industry events (up to 20% travel)
- Complete required reporting and administration tasks
How We Support Your Sales Success
- Our AI platform is uniquely designed for seamless integration with client workflows, providing real-time insights and automation that set us from other managed service providers.
- Strong brand reputation built over 35 years, recognized for reliability and innovation in financial technology solutions.
- Robust internal support across sales and technical teams ensures you have the resources needed to close deals and deliver solutions.
- Comprehensive marketing engine for lead generation, tailored to reach high-value segments in financial services and alternative finance.
- Opportunity to leverage your professional network for business growth, with dedicated support for expanding your connections.
- Unlimited commission potential, with transparent metrics and rewards for high performance.
- Our President's Club rewards and personalized development programs, helping top performers advance their careers and expand their influence.
Skills & Qualifications
- Three+ years inside sales experience in cybersecurity, IT solutions, or SaaS
- Solution selling expertise in Financial Services is a plus
- Strong industry network for pipeline and revenue growth
- Ability to build trust and close complex sales
- Advanced organizational and CRM skills (HubSpot preferred)
- Team collaboration and operational discipline
- Effective communication with executive leadership
Top Skills
AI
Cybersecurity
Hubspot
It Solutions
SaaS
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