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Financial Software Sales Jobs (NOW HIRING)

ActiveViam

Senior Sales Executive

Manhattan, NY · On-site

Senior Sales Executive About ActiveViam ActiveViam develops financial software solutions and is a leading provider of data analytics technology globally. Our enterprise software platform is utilized ...

Hitachi

Software Sales Executive - Hunter Role

As a Software Sales Executive, you will identify and pursue new business opportunities, working ... Financial Wellbeing: (Employer sponsored pension - 401(k) Program with generous company match and ...

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How much do financial software sales jobs pay per year?

As of Aug 23, 2026, the average yearly pay for financial software sales in the United States is $86,070.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,500.00 and $93,500.00 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.
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Financial Software Sales jobs near you
Infographic showing various Financial Software Sales job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 89% In-person, and 11% Remote job distribution, with an average salary of $86,070 per year, or $41.4 per hour.

Software Sales Executive

Paperless Environments

Baton Rouge, LA • On-site

$125K - $175K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 6 days ago

Job description

Paperless Environments® has been revolutionizing ouraccounts payable workflow automation and document management software since 2005. Our innovative software solutions are used by over 2,000 customers in all 50 states and 5 other countries. Our software enables customers to efficiently manage their accounts payable processing through workflow automation, document management, and accounting system integration. Our products have wide ranging tech stacks that include desktop, SaaS, and mobile offering
Position Summary
Paperless Environments is looking for a sales executive to be responsible for generating a pipeline and meeting sales goals. Duties will include sales presentations and product demonstrations, consistent follow up, mastery of the sales process, and negotiating contracts with potential clients. Applicants with a background or experience in accounting, construction, software sales, or technical/software sales engineer a big plus.
To succeed in this role, you should understand the sales process and be highly organized, tech-savvy, self-directed, and skilled in building strong relationships. We seek team members who reflect our core values: customer focus, teamwork, a growth mindset, and a passion for excellence.
What you need to do:
  • Prospect and qualify new sales leads
  • Schedule meetings and presentations with prospects
  • Create, plan, and deliver presentations on company's products
  • Track all sales activities and follow up in our CRM system
  • Maintain a well-developed pipeline of prospects to meet or exceed sales revenue goals
  • Prepare and submit sales proposals and follow to completion
  • Develop strong, ongoing relationships with prospects, customers, and partners

What you need to have:
  • Bachelor's degree in Business, Marketing, or related field or equivalent relevant experience
  • 2-4 years sales experience, with proven ability to meet and exceed sales goals
  • Highly self-motivated with excellent interpersonal skills
  • Working knowledge of CRM systems and proficiency in MS Office
  • Understanding of the construction business or finance/operations, with experience in AP/AR workflows, process automation, and content management, OCR or compliance functions is a plus. Also, software sales engineers, implementers, and technical trainers with customer facing experience will do very well.

Position Details
  • Team: Sales
  • Reports to: Sales Manager
  • Status: Full-time
  • Pay Range: OTE $125k-$175k DOE
  • FLSA: Exempt
  • Travel: Required for industry trade shows and customer events
  • Location: Baton Rouge, LA or fully remote if outside surrounding area.

What We Offer
  • Competitive salary
  • Comprehensive benefits package (medical, dental, vision)
  • Company-matching retirement plan (after 1 year)
  • 120 hours of PTO to start
  • Professional development budget
  • Company-paid life insurance

About Us
Our mission is to eliminate paper-based processes by delivering intelligent, paperless solutions. Our customers include small construction firms with just a few employees up to large publicly traded organizations, representing over 200,000 end users.
Learn Even More at https://www.paperlessenvironments.com
Our Core Values:
  • We Are Team Players
  • We Are Customer-Focused
  • We Have a Passion for Greatness
  • We Are Growth-Minded

Apply