Sales Executive, Pension Software

Summary

CalcAir is a trusted name in benefits software and services, helping employee benefit professionals for over 50 years. They are seeking a Sales Executive for Pension Software to grow their client base and deepen relationships with existing clients, managing the full sales cycle and representing the company at industry events.

Responsibilities

• Prospecting and cold outreach: identifying new leads, making calls, and building relationships with TPAs, plan sponsors, and others in the pension community
• Managing the full sales cycle from first contact through close, including demos, proposals, and contract execution
• Owning and tracking pipeline activity and reporting on sales progress
• Representing CalcAir at US industry trade shows and conferences — planning, attending, generating leads, building relationships, and following up
• Maintaining and growing relationships with existing clients
• Collaborating with support and marketing teams to surface new opportunities and ensure a strong client experience

Skills

• Experience working in the US pension space
• 2–3+ years of experience in US pension administration/customer facing roles or full-cycle sales experience with a solid grounding in the US pension space
• Genuine familiarity with US pension administration — TPAs, defined benefit and/or defined contribution plans, and the lifecycle that comes with them
• Comfort with outbound sales activity — you need to be comfortable cold calling and following through, full ownership of the sales cycle
• Strong communication skills and the ability to build trust with clients who take their work seriously
• The organizational discipline to manage a pipeline and follow through consistently
• Ability to travel within the US for trade shows and industry events
• Experience with CalcAir or a comparable pension administration software platform
• Prior experience at a TPA, pension plan administrators, or pension software company

Qualifications

Must Haves

• Experience working in the US pension space
• 2–3+ years of experience in US pension administration/customer facing roles or full-cycle sales experience with a solid grounding in the US pension space
• Genuine familiarity with US pension administration — TPAs, defined benefit and/or defined contribution plans, and the lifecycle that comes with them
• Comfort with outbound sales activity — you need to be comfortable cold calling and following through, full ownership of the sales cycle
• Strong communication skills and the ability to build trust with clients who take their work seriously
• The organizational discipline to manage a pipeline and follow through consistently
• Ability to travel within the US for trade shows and industry events

Nice to Haves

• Experience with CalcAir or a comparable pension administration software platform
• Prior experience at a TPA, pension plan administrators, or pension software company

Benefits

• This role will also be eligible for participation in a Company profit sharing bonus plan.
• Sales positions may be eligible to participate in the business commission plan. Plan details will be provided to you upon hire.
• Full time employees will also be eligible for enrollment in a wide range of choices of benefits , including medical, dental, vision, basic life insurance, short/long term disability, 401(k) participation (with company match).
• The Company provides a minimum of 10 days of vacation for new employees
• Sick time based on state requirements
• 8 Company-paid holidays
• 2 personal holidays per year