Account Executive, Insurance Solutions

🕒 May 16

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Formstack

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2006

☁️ SaaS

⚡ Productivity

🤝 B2B

💰 $425M Private Equity Round on 2021-11

SaaS • Productivity • B2B

Formstack is a workplace productivity platform that helps organizations digitize information, automate workflows, and optimize processes without requiring coding skills. It provides tools for building online forms, generating documents, and facilitating electronic signatures. Integrated seamlessly with CRMs and other business systems, Formstack enables data collection, management, and analysis, enhancing data integrity and reducing manual task dependency. With its robust suite of solutions, Formstack serves over 32,000 organizations across industries such as healthcare, finance, and education, while also offering specialized tools for Salesforce users.

📋 Description

• Own and grow a territory focused on Insurance accounts • Manage a book of existing customers to proactively drive upsell, cross-sell, and net-new opportunities • Prospect and engage new accounts to expand revenue base • Build and execute strategic account plans, run outbound prospecting campaigns, and drive pipeline generation • Lead full-cycle sales processes from discovery to close • Conduct effective discovery and solutioning with mid-market to enterprise-level customers • Follow the MEDDPICC qualification process and manage detailed deal execution • Negotiate and close complex, high-value deals • Use AI tools to drive your effectiveness in overdelivering on targets

🎯 Requirements

• 3-5 years of quota-carrying SaaS sales experience • 2+ years selling into the Insurance industry OR prior experience working within Insurance/InsureTech • Proven track record exceeding quota in mid-market or enterprise sales environments • Experience selling workflow automation, document management, eSignature, no-code/low-code, AI, or operational software solutions • Strong understanding of insurance operations and workflows • Experience managing opportunities using MEDDPICC or similar sales methodology • Proficiency with Salesforce and utilization of AI tools to drive your sales efficiency at scale.

🏖️ Benefits

• Health insurance • Professional development opportunities