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Financial Software Sales Jobs in Utah (NOW HIRING)

Account Executive

Lehi, UT · On-site

$100K - $200K/yr

... software sales 2. Has been part of an SMB sales team (mostly the S in SMB) 3. Has sold to an industry similar to financial advisors or a similar industry - Lawyers, accounts, Insurance, etc

Enterprise Inside Sales Executive

Lehi, UT · On-site +1

$85K - $105K/yr

... Software Company - 2022, Women Tech Council Shatter List, our comprehensive software suite spans ... long-term financial security. Wellness initiatives promoting physical and mental well-being ...

... Software Company - 2022, Women Tech Council Shatter List, our comprehensive software suite spans ... long-term financial security. Wellness initiatives promoting physical and mental well-being ...

Enterprise Inside Sales Executive

Lehi, UT · On-site +1

$85K - $105K/yr

... Software Company - 2022, Women Tech Council Shatter List, our comprehensive software suite spans ... long-term financial security. Wellness initiatives promoting physical and mental well-being ...

... within the finance organization focused on the analysis of data from multiple sources and the ... Acquire and maintain in-depth knowledge of Adobe's Digital Media software sales models including:

... based software industry. We are seeking a collaborative and analytical individual to join our ... Architect and drive detailed financial modeling and analysis for sales productivity, customer ...

Partner cross-functionally with Revenue Accounting, Deal Desk, Sales Operations, and Legal to ... Proficiencyin financial software,largeERP systems,billingand revenue management software and tools ...

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Showing results 1-20

Financial Software Sales information

See Utah salary details

$58.3K

$78.4K

$98.3K

How much do financial software sales jobs pay per year?

As of Aug 23, 2026, the average yearly pay for financial software sales in Utah is $78,356.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,500.00 and $85,100.00 per year, depending on experience, location, and employer.

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 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 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.

Can you make a lot of money in financial software sales?

Financial software sales professionals can earn high incomes, especially with commissions and bonuses based on sales performance. Success often depends on experience, skills, client relationships, and the complexity of the software sold, with top performers earning six-figure salaries or more.

Is financial software sales a good career?

Financial software sales is a sales role that involves promoting and selling financial management tools and platforms to businesses. It requires strong communication skills, knowledge of financial concepts, and familiarity with software products, often supported by certifications or training. The career can offer competitive commissions and growth opportunities in the technology and finance sectors.

What are the most commonly searched types of Financial Software Sales jobs in Utah?

The most popular types of Financial Software Sales jobs in Utah are:

What are popular job titles related to Financial Software Sales jobs in Utah?

For Financial Software Sales jobs in Utah, the most frequently searched job titles are:

Infographic showing various Financial Software Sales job openings in Utah as of August 2026, with employment types broken down into 100% Full Time. Highlights an 91% In-person, and 9% Remote job distribution, with an average salary of $78,356 per year, or $37.7 per hour.

$36K - $49K/yr

Full-time

Re-posted 12 days ago


Job description

Description
Loan Officer Assistant (Broker)
Join our dynamic team as a Loan Officer Assistant, where you will play a vital role in supporting the loan origination and processing functions within our financial services department. This energetic position offers an exciting opportunity to collaborate with loan officers, assist clients, and ensure smooth loan transactions. Your proactive approach and attention to detail will help facilitate efficient mortgage and loan processes, ensuring compliance with industry regulations such as TILA (Truth in Lending Act) and Fair Housing laws. If you thrive in a fast-paced environment and are passionate about delivering exceptional customer service, this role is perfect for you!
This role offers an engaging environment where your expertise in loan processing, credit analysis, and customer service will directly impact clients' homeownership journeys. We are committed to fostering a supportive workplace that values your growth while providing opportunities to develop your skills in a thriving financial services setting.
Responsibilities
• Assist loan officers with the preparation, review, and processing of loan applications and documentation
• Conduct credit analysis and basic math calculations to support underwriting decisions
• Manage loan files using financial software such as Quicken or other banking systems, ensuring accuracy and completeness
• Coordinate with clients to gather necessary financial documents, including income verification, escrow details, and contracts
• Support loan servicing activities by monitoring loan status updates and ensuring compliance with FNMA (Fannie Mae) guidelines
• Facilitate communication between borrowers, escrow companies, and underwriters to streamline the loan process
• Maintain detailed records of all transactions, including TILA disclosures and contracts, adhering to regulatory standards
Qualifications
Skills
• Proven experience in financial sales and customer service within the mortgage or banking industry
• Strong negotiation skills to effectively assist clients and support sales initiatives
• Familiarity with FNMA guidelines, mortgage servicing, underwriting procedures, and escrow processes
• Proficiency in financial software such as Quicken, accounting software, and other banking tools
• Knowledge of TILA regulations, fair housing laws, and mortgage contracts to ensure compliance
• Ability to perform basic math calculations accurately using 10-key typing skills and math fundamentals
• Excellent communication skills to explain complex financial concepts clearly and professionally