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Sales Executive, Pension Software

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• 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 Requirements • 2–3+ years of experience in US pension administration /customer facing roles - you understand the lifecycle, you can speak the language, and you're ready to take that expertise into a client-facing sales role, • 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.

ATS Optimization Keywords Hard Skills • sales cycle management • cold calling • lead generation • pipeline tracking • contract execution • proposal development • client relationship management • outbound sales Soft Skills • strong communication • relationship building • organizational discipline • trust building Industry Keywords • US pension administration • third-party administrators (TPAs) • defined benefit plans • defined contribution plans • client-facing roles

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