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Financial Software Sales Jobs in Rhode Island (NOW HIRING)

Harris

EdTech Sales Manager - K-12 Solutions

Carolina, RI · On-site

$125K - $150K/yr

The Enterprise Sales Manager is responsible for leading a high-performing sales team focused on ... Bring experience selling ERP, financial, administrative, or education-based software solutions to K ...

Enterprise

$75K - $90K/yr

We create an integrated software platform that enables communication and collaboration between tens ... Work with Product and Sales departments to develop pricing strategies for Entegral products

Enterprise

$75K - $90K/yr

We create an integrated software platform that enables communication and collaboration between tens ... Work with Product and Sales departments to develop pricing strategies for Entegral products

Enterprise

Entegral Financial Analyst

Providence, RI · On-site

$75K - $90K/yr

We create an integrated software platform that enables communication and collaboration between tens ... Work with Product and Sales departments to develop pricing strategies for Entegral products

Enterprise

Entegral Financial Analyst

Cranston, RI · On-site

$75K - $90K/yr

We create an integrated software platform that enables communication and collaboration between tens ... Work with Product and Sales departments to develop pricing strategies for Entegral products

Enterprise

Entegral Financial Analyst

Bristol, RI · On-site

$75K - $90K/yr

We create an integrated software platform that enables communication and collaboration between tens ... Work with Product and Sales departments to develop pricing strategies for Entegral products

Enterprise

Entegral Financial Analyst

Warwick, RI · On-site

$75K - $90K/yr

We create an integrated software platform that enables communication and collaboration between tens ... Work with Product and Sales departments to develop pricing strategies for Entegral products

Enterprise

Entegral Financial Analyst

Pawtucket, RI · On-site

$75K - $90K/yr

We create an integrated software platform that enables communication and collaboration between tens ... Work with Product and Sales departments to develop pricing strategies for Entegral products

Sonalysts, Inc.

Junior Software Engineer

Middletown, RI

$70K - $95K/yr

Sales Bonus Program * Special Performance and Retention Bonus Program * Health and Dental Insurance ... Candidates are eligible for a clearance if they have demonstrated sound financial management ...

New

Sonalysts, Inc.

Junior Software Engineer

Middletown, RI · On-site

$70K - $95K/yr

Sales Bonus Program * Special Performance and Retention Bonus Program * Health and Dental Insurance ... Candidates are eligible for a clearance if they have demonstrated sound financial management ...

New

Sonalysts, Inc.

Junior Software Engineer

Middletown, RI · On-site

$70K - $95K/yr

Sales Bonus Program * Special Performance and Retention Bonus Program * Health and Dental Insurance ... Candidates are eligible for a clearance if they have demonstrated sound financial management ...

New

Northwestern Mutual

Financial Advisor

Providence, RI

$137K - $250K/yr

... planning software helps you educate your clients and deliver holistic financial plans-including ... best-trained sales forces in the country. We are committed to your continued training and ...

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Financial Software Sales information

What is a financial software sales job?

A Financial Software Sales job involves selling financial technology solutions, such as accounting software, trading platforms, or risk management systems, to businesses and financial institutions. Sales professionals identify potential clients, demonstrate product value, and negotiate contracts to close deals. They must understand both finance and software to effectively communicate how the product meets client needs. The role often involves generating leads, maintaining client relationships, and staying updated on industry trends. Strong communication, product knowledge, and sales skills are essential for success in this field.

What are the key skills and qualifications needed to thrive in financial software sales, and why are they important?

To thrive in Financial Software Sales, you need a solid foundation in sales strategies, financial industry knowledge, and an understanding of software products, often backed by a relevant degree or professional experience. Familiarity with CRM systems like Salesforce, and knowledge of financial software platforms or related certifications, can give candidates a strong advantage. Exceptional communication, relationship-building, problem-solving, and negotiation skills help top performers stand out in competitive markets. These skills are vital to effectively understand client needs, secure software deals, and build long-term partnerships in the dynamic financial technology sector.

What does a typical day look like for someone in financial software sales?

A typical day in Financial Software Sales involves reaching out to prospective clients, conducting product demonstrations, and managing ongoing relationships with existing customers. You may spend time collaborating with product specialists, customer support, and marketing teams to address client needs and tailor solutions. Regular activities include preparing proposals, negotiating contracts, and following up on leads through calls, emails, and meetings. The role is both dynamic and fast-paced, requiring adaptability and a proactive approach to achieving sales targets and helping clients solve financial challenges with the right software solutions.

What job categories do people searching Financial Software Sales jobs in Rhode Island look for?

The top searched job categories for Financial Software Sales jobs in Rhode Island are:

Financial Software Sales jobs near you
Infographic showing various Financial Software Sales job openings in Rhode Island as of August 2026, with employment types broken down into 79% Full Time, 16% Part Time, and 5% Contract. Highlights an 84% In-person, and 16% Remote job distribution.

Existing Account Sales - Automotive Software/Saas

CDK

Providence, RI

$75K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 27 days ago

CDK Global rating

7.4

Company rating: 7.4 out of 10

Based on 20 frontline employees who took The Breakroom Quiz

169th of 244 rated software companies

Job description

Field Sales: Territory includes MA and RI - must currently live in the territory to be considered.

About Us

CDK Global is a leading provider of cloud-based software to dealerships and Original Equipment Manufacturers ("OEMs") across automotive and related industries. The Company's cloud-based, software as a service ("SaaS") platform enables dealerships to manage their end-to-end business operations including the acquisition, sale, financing, insuring, repair, and maintenance of vehicles. By automating and streamlining critical workflows, the integrated platform of modern solutions enables dealers to sell and service more vehicles by creating simple and convenient experiences for customers and improves their financial and operational performance.

Position Summary

As the liaison between the client and CDK Global, the Account Sales Executive for our baseline products and creates business relationships, increases incremental revenue, and retains business with CDK clients through face-to-face sales activities. Works in conjunction with channel partners to increase sales opportunities in CDK Strategic Products to grow CDK's share of wallet in existing client base. Achieves annual assigned sales plan, working under guidance of the Director of Sales.

Position Responsibilities & Essential functions

  • Set clear, measurable performance goals to consistently achieve a sales quota:

    • Identify new opportunities with existing customers

    • Grow and maintain existing accounts

    • Generate significant revenue and profit growth utilizing a disciplined and process-oriented approach

    • Growing and protecting revenue of the dealership client

  • Develop an overall sales plan and forecast short and long-term sales results.

  • Demonstrate comprehensive understanding of specific CDK products and their functionality.

  • Interface and work with internal teams through the sales and implementation process.

  • Understand industry segment and keep abreast of competitor developments in the market and/or territory.

  • Focus on consultative relationship with the client by developing an understanding of their unique business needs and bringing forth integrated solutions.

  • Diagnose and resolve customer concerns in a timely manner with appropriate resolution for the customer and company.

  • Utilize Salesforce.com for maintaining client information and forecasting, leveraging the 9 steps of the "Triangle".

Qualifications & Job Requirements

  • At least 5 years dealership experience, preferably in sales or business development center, plus b2b outside complex software sales experience.

OR

  • At least 5years of B2B selling experience, with experience selling to automotive dealerships

PLUS

  • Bachelor's Degree or equivalent experience

  • Experience targeting and penetrating key prospects and influencing decision makers

  • Demonstrated ability in building and maintaining client relationships

  • Experience using consultative solution selling to align client's business needs with a solution

  • Must be able to negotiate and close opportunities

  • Ability to manage a complex sales process and provide customer support based on the needs of the client

  • Know how to develop and manage a sales territory

  • Persuasive written and verbal communication skills

  • Strong presentation skills

  • Experience using a CRM system

  • Ability to travel 75% or more, including overnight travel

Preferred Attributes & Qualifications

  • Influential, relationship builder

  • Good time management skills

  • Initiative and self-starter

Salary: $75,000 + Commissions

CDK Global is committed to fair and equitable compensation practices. Compensation packages are based on several factors, including but not limited to skills, experience, certifications, and work location. The total compensation package for this position may also include annual performance bonus, benefits and/or other applicable incentive compensation plans.We offer Medical, dental, and vision benefits in addition to:

  • Paid Time Off (PTO)

  • 401K Matching Program

  • Tuition Reimbursement

At CDK, we believe inclusion and diversity are essential in inspiring meaningful connections to our people, customers and communities. We are open, curious and encourage different views, so that everyone can be their best selves and make an impact.

CDK is an Equal Opportunity Employer committed to creating an inclusive workforce where everyone is valued. Qualified applicants will receive consideration for employment without regard to race, color, creed, ancestry, national origin, gender, sexual orientation, gender identity, gender expression, marital status, creed or religion, age, disability (including pregnancy), results of genetic testing, service in the military, veteran status or any other category protected by law.

Applicants must be legally authorized to work in the United States without the need for current or future employment-based visa sponsorship.

The employee must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable employees with disabilities to perform the essential functions of their job, absent undue hardship. CDK retains the right to change or assign other duties to this position as needed.

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