Headquartered in Los Angeles with additional offices in Las Vegas, West Des Moines, and Hanover, Docupace is a premier provider of secure and federal and state law compliant electronic processing platforms for financial institutions and the wealth management industry. The company pioneered and implemented a web-based straight-through processing platform that helps financial services firms meet SEC/FINRA compliance requirements. As a leading provider of cyber security services, Docupace also helps Broker-Dealers and financial services firms become cyber secure by assessing vulnerabilities, correcting potential gaps, and providing ongoing monitoring. Docupace offers competitive benefits to our full time employees including Medical, Dental and Vision Insurance, FSA, Life Insurance, AD&D, STD, LTD and 401k plan.

• Create and Execute on a sales business plan to achieve defined personal sales objectives.

• Create and manage a client account plan for all assigned clients

• Provide accurate and timely reports/forecasts.

• Achieve/exceed annual sales quotas on a consistent basis.

• Ensure all clients are referenceable and retain all clients

• Proactively identify and strategize ways to capture new account opportunities.

• Develop and maintain pipeline to support quota attainment in company CRM system.

• Qualify opportunities and sell the company’s product and service.

• Facilitate ongoing product demonstrations as required.

• Perform all sales-related activities.

• Leverage business from established relationships.

• Manage each stage of a complex sale.

• Strategize, negotiate and close deals.

• Develop strong internal working relationships with all functional areas within Docupace.

• Maintain a thorough understanding of the client’s industry, including industry trends, industry business processes, and primary competitors in their industry.

• Manage customer expectations throughout the sales process and contribute to a high level of customer satisfaction.

• Provide detailed and accurate sales forecasting on current sales pipeline on a timely basis as required.

• Compile information and data related to customer interactions.

• Manage key customer relationships and participate in closing strategic opportunities.

• Travel for in-person meetings with customers to develop key relationships. Travel as necessary (approx. 30-40%)

• Experience with complex sales cycles and high volume a must.

• An ability to understand complex business problems, position and articulate a vision with a corresponding solution to improve customer’s business processes and performance.

• Are a dynamic, analytical, proactive, driven, can-do sales professional.

• A hands on sales professional with a documented and proven ability to leverage sales training, scripting, and messaging to communicate a compelling brand message to prospective customers.

• Enjoy being on the front lines.

• Are an independent thinker, a team player, and a person willing to roll up their sleeves to effectively and quickly make enterprise sales.

• Get excited about influencing the culture of your assigned target firms.

• Approach tasks and problems with a desire and need to succeed.

• Are able to adapt to a fast-evolving dynamic organization.

• Expect and only accept work of the highest caliber.

• Are open and honest.

• Have confidence in your abilities.

• Eloquent, direct and open communication.

• Ability to take complex concepts and communicate them in a clear, concise and understandable manner.

• Ability to effectively communicate and interact with C-level executives of leading financial services firms, including with the CEO, CTO, CSO, COO, and CCO

• Ability and willingness to follow an established company Sales Process.

• Ability to travel as required for onsite sales presentations, industry & client conferences, and sales training.

• 7-10 years of Enterprise Sales experience with a documented track record of sales success, preferably in financial services technology sales, with a portion of SaaS/OnDemand solutions required

• Success at selling an emerging market enterprise technology solution

• Bachelor’s Degree or equivalent work experience

• B2B calling and selling experience

• Experience in broker dealer/RIA business preferred

• Experience in Financial Services a must

• Experience Inbound/Outbound Sales

• Salesforce CRM experience for Sales Reporting/Forecasting

• Impeccable industry reputation.