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From Home Financial Software Sales Jobs (NOW HIRING)

WellSky

Financial Support Expert

Overland Park, KS

$2K/yr

Experience supporting Long-Term Care (LTC) or nursing home financial operations * Previous software support, technical support, or client-facing application support experience * Familiarity with ...

WellSky

Financial Support Expert

Overland Park, KS · On-site

Experience supporting Long-Term Care (LTC) or nursing home financial operations * Previous software support, technical support, or client-facing application support experience * Familiarity with ...

SS&C

Sr. Software Sales Executive

New York, NY · On-site +1

Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Sr. Software Sales ...

SS&C

Sr. Software Sales Executive

Boston, MA · On-site +1

Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Sr. Software Sales ...

Experian

As a Financial Services Software Sales Specialist, you will be an important player on our sales team, responsible for driving revenue from both existing and new customer opportunities. You will use ...

Simpli.fi

Software Sales Director

Simpli.fi enables marketers-from multi-location brands and independent agencies who serve them, to ... Understanding of media operations, media buying workflows, campaign management, or agency finance ...

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All JobsFrom Home Financial Software Sales Jobs

From Home Financial Software Sales information

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$64K

$86.1K

$108K

How much do from home financial software sales jobs pay per year?

As of Jun 14, 2026, the average yearly pay for from home 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 are the key skills and qualifications needed to thrive as a From Home Financial Software Sales professional, and why are they important?

To thrive in From Home Financial Software Sales, you need a strong understanding of financial principles, sales strategies, and a proven track record in B2B or B2C sales. Familiarity with CRM platforms, virtual meeting tools, and financial software products (such as QuickBooks or Xero) is typically required. Excellent communication, self-motivation, and relationship-building skills help distinguish top performers in this role. These skills are crucial for effectively engaging clients, presenting solutions remotely, and meeting sales targets in a competitive, virtual environment.

What are 'From Home Financial Software Sales' jobs?

From Home Financial Software Sales jobs involve selling financial software products or services to clients, all while working remotely. Professionals in this role connect with potential customers via phone, email, or online meetings to explain software features, provide demonstrations, and close sales. They may work for software companies targeting businesses or individuals and often need strong communication and technical skills. These positions offer the flexibility of working from home while still engaging in a dynamic sales environment. Success in this job typically depends on product knowledge, customer relationship management, and meeting sales targets.

What are common challenges faced when selling financial software from home, and how can they be overcome?

Selling financial software from home often involves challenges such as building strong client relationships remotely, managing time effectively without in-person supervision, and staying updated on product features and industry trends. To overcome these, it's important to leverage video conferencing tools for personalized client interactions, establish a structured daily routine, and participate in regular training sessions provided by your company. Additionally, proactive communication and collaboration with your remote team can help you stay motivated and aligned with sales targets.

What is the difference between From Home Financial Software Sales vs From Home Financial Advisor?

AspectFrom Home Financial Software SalesFrom Home Financial Advisor
Required CredentialsSales certifications, knowledge of financial softwareFinancial planning certifications (e.g., CFP), licenses
Work EnvironmentRemote, sales-focused, client interactions via phone/videoRemote or office, client meetings, personalized financial advice
Employer & IndustrySoftware companies, financial tech firmsFinancial planning firms, banks, investment companies

From Home Financial Software Sales primarily involves selling financial software products remotely, focusing on product knowledge and sales skills. In contrast, From Home Financial Advisor provides personalized financial planning and advice, often requiring certifications and licenses. Both roles are remote-friendly and serve the financial industry, but they differ in responsibilities and credentials.

What cities are hiring for From Home Financial Software Sales jobs? Cities with the most From Home 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 From Home Financial Software Sales jobs? States with the most job openings for From Home Financial Software Sales jobs include:
What job categories do people searching From Home Financial Software Sales jobs look for? The top searched job categories for From Home Financial Software Sales jobs are:
From Home Financial Software Sales jobs near you
Financial Support Expert

Financial Support Expert

WellSky

Overland Park, KS

$2K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 18 days ago

WellSky rating

7.5

Company rating: 7.5 out of 10

Based on 9 frontline employees who took The Breakroom Quiz

121st of 190 rated software companies

Job description

The Financial Support Expert is responsible for supporting clients with complex questions and issues related to WellSky's financial solutions. The scope of this job includes providing crucial support and expert knowledge to our clients through the utilization of our systems.

This position is with our Post Acute Care Facilities Support team. We invite you to apply today and join us in shaping the future of healthcare!

Key Responsibilities:

  • Serve as the subject matter expert for all financial applications and resolve client needs via phone, Zoom, or email.
  • Host financial management solution training sessions to enable client success.
  • Create and maintain financial reporting training materials.
  • Escalate unresolved issues through appropriate processes.
  • Work collaboratively with solution and engineering teams to identify, document, test, and resolve client-facing issues.
  • Perform other job duties as assigned.

Required Qualifications:

  • Bachelor's Degree or equivalent work experience
  • At least 4-6 years relevant work experience
  • Experience supporting financial operations, billing workflows, or financial software solutions
  • Working knowledge of at least one of the following financial functions: Accounts Receivable (AR), Accounts Payable (AP), General Ledger (GL), or Payroll (PR)
  • Strong troubleshooting and analytical skills with the ability to resolve complex financial discrepancies

Preferred Qualifications:

  • Experience supporting Long-Term Care (LTC) or nursing home financial operations
  • Previous software support, technical support, or client-facing application support experience
  • Familiarity with ticketing or case management systems such as Salesforce or ServiceNow
  • Experience auditing financial discrepancies, month-end close processes, or billing reconciliations

Job Expectations:

  • Willing to work additional or irregular hours as needed
  • Must work in accordance with applicable security policies and procedures to safeguard company and client information
  • Must be able to sit and view a computer screen for extended periods of time

#LI-Onsite

WellSky is where independent thinking and collaboration come together to create an authentic culture. We thrive on innovation, inclusiveness, and cohesive perspectives. At WellSky you can make a difference.

WellSky provides equal employment opportunities to all people without regard to race, color, national origin, ancestry, citizenship, age, religion, gender, sex, sexual orientation, gender identity, gender expression, marital status, pregnancy, physical or mental disability, protected medical condition, genetic information, military service, veteran status, or any other status or characteristic protected by law. WellSky is proud to be a drug-free workplace.

Applicants for U.S.-based positions with WellSky must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Certain client-facing positions may be required to comply with applicable requirements, such as immunizations and occupational health mandates.

Here are some of the exciting benefits full-time teammates are eligible to receive at WellSky:

  • Excellent medical with Rx, dental, and vision benefits

  • Mental Health support through EAP

  • Generous paid time off, plus 13 paid holidays

  • 100% vested 401(K) retirement plans

  • Educational assistance up to $2500 per year

Apply