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Financial Software Sales Jobs (NOW HIRING)

Simpli.fi

Software Sales Director

Simpli.fi is seeking a driven, consultative Software Sales Director to support and grow our AMS ... Understanding of media operations, media buying workflows, campaign management, or agency finance ...

Presidio

Specialist, Software Sales Operations

... finance, billing, A/R and logistics * Create vendor registrations and deals in order to assist the ... sales cycle for software offerings * Model subscription changes to help prepare for True Forwards ...

UL Solutions

Software Sales Engineer - Ultrus

Northbrook, IL · On-site

$149K - $177.50K/yr

The Software Sales Engineer supports technical selling efforts across complex opportunities within ... The amount of this commission-based compensation is based upon achievement of financial goals and ...

UL Solutions

Software Sales Engineer - Ultrus

Northbrook, IL · Hybrid

$149K - $177.50K/yr

The Software Sales Engineer supports technical selling efforts across complex opportunities within ... The amount of this commission-based compensation is based upon achievement of financial goals and ...

UL Solutions

Software Sales Engineer - Ultrus

Chicago, IL · Hybrid

$149K - $177.50K/yr

The Software Sales Engineer supports technical selling efforts across complex opportunities within ... The amount of this commission-based compensation is based upon achievement of financial goals and ...

BAI

Account Manager, Software Sales

Chicago, IL · On-site +1

$100K - $120K/yr

Account Manager - ERC Software Sales Reports to ... Group Director, Sales - Learning & Development BAI and RMA have come together as ProSight Financial ...

Airwallex

Director of Software Sales

New York, NY · On-site

$210K - $230K/yr

About Airwallex Airwallex is the only unified payments and financial platform for global businesses ... What you'll do As a Director of Software Sales , you will be a founding member of our go-to-market ...

Vantagepoint AI

Sales Consultant

Wesley Chapel, FL · On-site

$100K/yr

If you want an exciting and financially rewarding career as a Software Sales Consultant using a consultative approach, this is your opportunity! Take the first step and apply now! Outstanding ...

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How much do financial software sales jobs pay per year?

As of Jun 1, 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 are the key skills and qualifications needed to thrive in the Financial Software Sales position, 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.
More about Financial Software Sales jobs
What cities are hiring for Financial Software Sales jobs? Cities with the most Financial Software Sales job openings:
What are the most commonly searched types of Financial Software Sales jobs? The most popular types of Financial Software Sales jobs are:
What states have the most Financial Software Sales jobs? States with the most job openings for Financial Software Sales jobs include:
What job categories do people searching Financial Software Sales jobs look for? The top searched job categories for Financial Software Sales jobs are:
Financial Software Sales jobs near you
Infographic showing various Financial Software Sales job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 84% Physical, 4% Hybrid, and 12% Remote job distribution, with an average salary of $86,070 per year, or $41.4 per hour.

Account Manager, Software Sales

ProSight Financial Association

Saint Louis, MO • On-site, Remote

Full-time

Retirement, PTO

Posted 13 days ago

Job description

Account Manager – ERC Software Sales
Reports to:  Group Director, Sales – Learning & Development
 
BAI and RMA have come together as ProSight Financial Association, a leading industry organization whose purpose is to empower financial services leaders to strengthen and advance our industry. The strategic combination brings together RMA’s expertise in serving the commercial banking and risk management functions and BAI’s knowledge in serving the retail banking and regulatory compliance functions. It’s a complementary union of two non-profit organizations that have always had their members’ and customers’ best interests in mind. Our industry-leading offerings include: peer sharing events, thought leadership, learning and development, and decision support solutions. Our work creates positive ripple effects throughout financial services organizations and ultimately helps consumers, businesses and communities thrive.
As an Account Manager selling our enterprise risk and compliance related software products in our St. Louis office, you will work as an inside sales representative, primarily calling bank, credit union, and mortgage firms nationwide.  You will be a hunter and will identify business needs and propose appropriate solutions for regulatory compliance training and other related services.  Based on customer needs assessment and potential account value, you may travel occasionally to give executive-level presentations to key decision-makers.  As a member of the Learning & Development sales team, you will work in a fast-paced, team-oriented environment.  The successful candidate will contribute to the business goals by meeting monthly, quarterly and annual new sales objectives.   ProSight has a strong brand and a leading market position in an industry where compliance requirements are increasing dramatically, all creating much opportunity for sales growth. 
 
Responsibilities
  • Plan and organize work schedule to call prospects to close sales daily.
  • Research/profile financial vertical nationwide to identify and penetrate top prospects.
  • Develop account strategies and a network of contacts at various levels/functional responsibility within each organization in the assigned territory.
  • Follow leads through all stages of the sales cycle -- lead generation, proposal, negotiation, closing and post-sale follow-up.
  • Conduct a needs assessment and develop recommendations/proposals.
  • Demonstrate technology products and solutions over the phone and Internet.
  • Stay attuned to market trends, competition, customer needs, pricing and other factors that may impact sales and growth.
  • Provide prospects with information and advice on BAI products and services.
  • Manage and maintain a sales funnel to achieve steady growth within assigned territory.
  • Provide realistic sales forecasts to facilitate growth.
  • Manage contract negotiations, service requirements and details to close the sale.
  • Manage territory, sales cycle and customers in CRM system.
Requirements
  • Bachelor's degree required
  • A minimum of 2 years’ experience in an inside sales role and direct experience in business-to-business solutions selling
  • Experience in either selling or servicing clients in the financial space
  • A desire to grow a territory by generating new business through prospecting
  • Experience organizing and managing an assigned territory
  • Strong organizational skills and the ability to work in an independent, self-directed environment
  • Experience in a high-volume, telephone-based selling environment
  • Experience selling products in a Software as a Service (SaaS) business model a plus
  • Experience in the financial services industry a plus
  • Demonstrated success creating leads and sales through prospecting
  • A history of meeting or exceeding assigned sales quotas for new business
  • Technologically savvy, with extensive use of the Microsoft Office suite and ability to learn and demonstrate proprietary systems
  • Demonstrated high-energy, tenacity and dedication to excellence as a sales professional
  • Motivated by an internal desire to win and a desire to increase your own personal wealth 
 
The compensation range for this position is $100,000 - $120,000 which includes base salary and participation in a commission plan based on individual sales results. ProSight offers an outstanding benefits package with comprehensive insurance coverage, a 401(k) plan with company match, flexible paid time off, hybrid and remote working models, tuition assistance and the ability to work in a collaborative, team-oriented environment.
 
To learn more about our company please visit www.prosightfa.org, www.bai.org, and www.rmahq.org