Account Sales Executive

Patra Corporation

5d•Remote

About The Position

Patra Corporation is the worldwide leader in insurance back-office and account management business process outsourcing. Patra offers a wide range of services designed to lower costs, reduce risk and improve employee productivity through the transfer of account management and business support functions, such as policy checking, certificate issuance, eligibility processing, quality control and account audits, to operation centers in the US, India, and the Philippines. Report to the Manager, New Business Development, the Account Sales Executive plays a critical role in accelerating revenue growth, expanding market presence, and elevating the client experience. In partnership with the Enterprise Sales Manager, this position is responsible for maintaining strong, trust‑based relationships within assigned accounts while driving cross‑sell, upsell, and overall account expansion initiatives. The role is also accountable for generating new business by identifying and pursuing net-new opportunities, particularly within the Micro (0–$7M) and Mid‑Market ($7M–$30M) insurance brokerage segments. The Account Sales Executive champions Patra’s AI‑powered self-service policy checking and quote-comparison SaaS solutions, as well as Patra’s Virtual Assistant services, ensuring alignment between client needs and Patra’s technology-enabled service offerings. Patra Core Competencies: Knows the Business Leads Others Accountable Team Player Core Duties by Competency: Knows the Business Own and manage a full portfolio of accounts, including service center, non-service center, and surplus lines, ensuring consistent retention and expansion. Navigate and grow complex, multi-location enterprise accounts, building deep organizational knowledge and influencing decision-makers across business units. Lead generation and demand creation: Identify, target, and qualify new business opportunities through strategic outbound outreach, inbound qualification, and social engagement. Deliver tailored SaaS and service presentations that articulate Patra’s value proposition, operational impact, and technology advantages to executive stakeholders. Understand the retail brokerage insurance landscape with expert-level fluency; leverage industry insights to position Patra as a trusted operational and technology partner. Identify whitespace and cross-sell opportunities that align with Patra’s service portfolio and client growth strategies. Stay continuously informed on insurance trends, SaaS innovations, competitive positioning, and evolving client needs to drive proactive account strategies. Leads Others Serve as a senior relationship leader, cultivating trust at multiple levels of the client organization, including executives, operational leaders, and technical stakeholders. Drive account planning excellence by building, documenting, and executing comprehensive Account Plans focused on revenue growth, retention, and client health. Conduct persuasive sales presentations and product demonstrations via phone, web conferencing, and in-person meetings, guiding clients through solution design and business justification. Negotiate and influence at scale, including experience drafting, reviewing, and executing MSAs, SOWs, and renewal agreements. Represent Patra at client sites, conferences, and industry events, demonstrating thought leadership and strengthening market visibility. Accountable Manage the full sales cycle—prospecting, qualification, discovery, solution alignment, negotiation, and close—consistently meeting or exceeding monthly and quarterly quota. Own all aspects of small commercial client servicing while ensuring operational efficiency and high-quality policy management. Maintain rigorous command of the sales process, integrating best practices in forecasting, pipeline advancement, and stakeholder alignment. Uphold exceptional written and verbal communication standards, delivering clear proposals, executive summaries, and client correspondence. Use CRM (Salesforce/HubSpot) to track activities, opportunities, client interactions, and forecasting with discipline and accuracy. Team Player Collaborate cross‑functionally with internal teams—including Operations, Service Delivery, Product, Marketing, and Finance—to ensure seamless client experience and operational alignment. Apply strong analytical, critical thinking, and business judgment to evaluate client needs, propose solutions, and support strategic decision-making. Demonstrate advanced negotiation skills, balancing client advocacy with business priorities to drive mutually beneficial outcomes. Partner with marketing and sales leadership to refine messaging, optimize campaigns, and improve conversion across the funnel.

Requirements

Minimum of 2 years of sales experience, preferably in the SaaS industry.
Bachelor’s degree in Business, Marketing, or a related field is preferred.
Excellent verbal and written communication skills with the ability to engage and persuade potential customers.
Proven track record of meeting or exceeding sales targets with a strong understanding of the sales process.
Comfortable using CRM software (e.g., HubSpot), email marketing tools, and web conferencing platforms.
Highly motivated, self-driven, and able to work independently as well as part of a team.
Ability to thrive in a fast-paced, dynamic environment and adjust to changing priorities.
Strong analytical and problem-solving skills with a customer-centric approach.

Responsibilities

Own and manage a full portfolio of accounts, including service center, non-service center, and surplus lines, ensuring consistent retention and expansion.
Navigate and grow complex, multi-location enterprise accounts, building deep organizational knowledge and influencing decision-makers across business units.
Lead generation and demand creation: Identify, target, and qualify new business opportunities through strategic outbound outreach, inbound qualification, and social engagement.
Deliver tailored SaaS and service presentations that articulate Patra’s value proposition, operational impact, and technology advantages to executive stakeholders.
Understand the retail brokerage insurance landscape with expert-level fluency; leverage industry insights to position Patra as a trusted operational and technology partner.
Identify whitespace and cross-sell opportunities that align with Patra’s service portfolio and client growth strategies.
Stay continuously informed on insurance trends, SaaS innovations, competitive positioning, and evolving client needs to drive proactive account strategies.
Serve as a senior relationship leader, cultivating trust at multiple levels of the client organization, including executives, operational leaders, and technical stakeholders.
Drive account planning excellence by building, documenting, and executing comprehensive Account Plans focused on revenue growth, retention, and client health.
Conduct persuasive sales presentations and product demonstrations via phone, web conferencing, and in-person meetings, guiding clients through solution design and business justification.
Negotiate and influence at scale, including experience drafting, reviewing, and executing MSAs, SOWs, and renewal agreements.
Represent Patra at client sites, conferences, and industry events, demonstrating thought leadership and strengthening market visibility.
Manage the full sales cycle—prospecting, qualification, discovery, solution alignment, negotiation, and close—consistently meeting or exceeding monthly and quarterly quota.
Own all aspects of small commercial client servicing while ensuring operational efficiency and high-quality policy management.
Maintain rigorous command of the sales process, integrating best practices in forecasting, pipeline advancement, and stakeholder alignment.
Uphold exceptional written and verbal communication standards, delivering clear proposals, executive summaries, and client correspondence.
Use CRM (Salesforce/HubSpot) to track activities, opportunities, client interactions, and forecasting with discipline and accuracy.
Collaborate cross‑functionally with internal teams—including Operations, Service Delivery, Product, Marketing, and Finance—to ensure seamless client experience and operational alignment.
Apply strong analytical, critical thinking, and business judgment to evaluate client needs, propose solutions, and support strategic decision-making.
Demonstrate advanced negotiation skills, balancing client advocacy with business priorities to drive mutually beneficial outcomes.
Partner with marketing and sales leadership to refine messaging, optimize campaigns, and improve conversion across the funnel.