About the Position
- Role/Title: Sales Consultant - Remote
- Team: Sales
- Reporting To: VP of Sales
- Work Location: Fully Remote
- Travel Required: Up to 50%
- Compensation Range: $140k-$170k+ OTE
The Role
At Stock & Option Solutions, we are a top-tier growing service company in equity compensation. We are seeking a passionate team player with a people-first mindset to join our team. We are seeking an experienced Sales Consultant with proven success in a Sales or Business Development role, or with relevant experience, to join our Sales Team. The Sales Consultant will be responsible for following through on leads, prospecting for new business opportunities, establishing partner and referral sources, and building and maintaining an opportunity pipeline sufficient to ensure reaching SOS revenue targets, while delivering a world class client and prospect experience.
In this role, you will identify current and future sales opportunities by interacting with a variety of roles across clients’ and prospects’ organization, generating interest, identifying leads and building a pipeline for current and future sales. This role will be responsible for using a variety of business development tools to identify, attract, engage, qualify, nurture, build networks, and build a strong pipeline of sales opportunities. This individual will make connections that will stimulate incoming sales opportunities, while providing market insights and data to help drive informed decisions regarding engagement with prospective clients. In this role, you will partner with your team in Sales and Marketing to develop and execute innovative, effective sales strategies, including leveraging industry organizations, market analysis, and developing and proposing solutions to clients to achieve goals and drive organizational growth.
The Work You’ll Do
The responsibilities listed below are representative of the knowledge, skill and/or ability that may be required. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.- Build and establish referral partners through associations, networking, conferences, and other centers of influence (COI)
- Prospect for new business opportunities and build and maintain an opportunity pipeline sufficient to ensure SOS revenue target achievement.
- Report on the status of sales and marketing goals, metrics and achievement of individual goals to management on a regular basis
- Prospect for new opportunities by reaching weekly (warm/cold) outreach goals as may be measured by call and email activity recorded in CRM and fed by SOS database and other external lead generation sources
- Forecast sale volumes, manage sales plan to meet or exceed weekly goals and assess efficacy of outreach plan, updating management weekly.
- Lead discovery calls to identify and understand customer requirements and needs, understand business processes, then develop and communicate a plan of execution to ensure a successful outcome.
- Qualify all opportunities and manage time invested to provide a maximum ROI
- Draft and negotiate terms for Proposals and Agreements.
- Schedule and Lead meetings with customers, clients and partners on a regular cadence to build a record of positive interactions, determine new business opportunities, strengthen relationships, expand our network.
- Master the use of various digital tools and resources to drive sales activities, including logging all opportunities and communications in CRM
- Assist in developing and personalizing targeted sales materials to deliver best in class sales presentations
- Participate in weekly Sales & Marketing meetings, planning and training sessions
- Work with other SOS Sales Consultants on cross-training opportunities
- Demonstrate an understanding of the distinct customer stages and personas and craft messaging to each accordingly
The Expertise We’re Looking For
- Bachelor’s Degree and/or equivalent work experience, strongly desired
- Minimum 3+ years’ sales experience in the stock administration industry, financial services industry, or other service-related industry
- Ability to generate and manage a effective referral network
- Experience in partner and end-user sales
- Proven sales and customer relationship track record, measured by over-achieving sales targets, customer satisfaction and business results
- Strong understanding of sales cycles; ability to deliver presentations of current, developing products and solutions
- Excellent interpersonal, written and verbal communication skills, with the ability to convey important information clearly and effectively, required
- Demonstrated ability to learn and adapt to new strategies and technologies
- Demonstrated ability to balance multiple clients and prospects, responding in a timely manner, independently
- Ability to quickly gain competence in new markets and gain a deep understanding of clients and prospects, roles, processes and procedures
The Purpose of Your Role / The Value You Deliver
- Consummate professional with a relationship-building mentality and a commitment to delivering Peace of Mind to all internal and external partners
- Organized, self-starter who demonstrates creativity and can work independently, using a disciplined approach, to focus on work habits and goals
- Team player with a strong work ethic and drive
- Persistent; ‘never give up’ attitude
- Intellectual curiosity with intense desire to continuously learn new things and uncover the what, when, why and how
- People-focused, process-oriented individual who is also flexible and can excel in a fast-paced and rapidly evolving environment
- Shows interest in development of own professional brand/persona
- Able to effectively communicate the value of our organization, culture, products and service models to clients and prospects
- Able to maintain strict confidentiality in an open and transparent environment
- Delivers a high level of service and support while exercising judgement, diplomacy and discretion in handling sensitive and confidential information
- Aligns with our company core values of Integrity, Opportunity, Passion, Excellence and Teamwork
See What We Can Offer You (Benefits / Perks)
We are committed to diversity and inclusion, and demonstrate our values through competitive pay, fantastic benefits, and access to all reasonable accommodations. As a member of the Stock & Option Solutions team, you have these benefits available to you.
- Comprehensive medical, dental and vision insurance
- Remote work with flexible schedules
- Flexible 401k with match
- Competitive pay
- Paid Time off and paid holidays
- Basic Life Insurance at no cost to employee
- EAP Plan access
- Training & education opportunities
- Team-building events & programs
- Referral bonus
- Access to thousands of corporate retail discounts
- Disability, life, and accidental insurance options
- Health and dependent care flexible spending plans
A Few Extras for You…
- You’ll have available to you a career path with achievable growth opportunities.
- You’ll have the opportunity to contribute to the development of the organization and increase brand awareness as the best place to work in our industry.
- You’ll be encouraged to grow your skillset and personal brand while learning about equity compensation and strengthening your sales expertise.
All About You
- Are you a results-driven, self-motivated professional with equity compensation experience?
- Would you like to experience resume, expertise and career growth at an exponential rate?
- Would you like to have a more balanced work-life where you are highly compensated for your extra time and effort?
- We want to meet you! Click on EasyApply to apply and let us know you’re interested. Let’s get some time on the calendar!
The Work You’ll Do
The responsibilities listed below are representative of the knowledge, skill and/or ability that may be required for a particular engagement. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.
- Stock plan administration and/or management activities
- Customer service to support employee inquiries on a variety of topics and issue-resolution related to equity compensation
- Work with industry software and vendors to effectively manage our clients’ plans
- Work with clients’ internal and external business partners, cross-functionally
- Maintenance of employee equity database
- Stock plan financial reporting activities/support
- Stock plan reconciliation activities/support
- SEC, audit and external reporting activities/support
- Participant education and training activities/support
- New plan roll outs and communications
- Management of project activities/support
- Follow, enhance and/or create policies and procedures of our clients
- Recognize opportunities for enhancement/implementation of best practices
- Assist in various other stock plan projects and initiatives as needed
The Expertise We’re Looking For
- Bachelor’s Degree or equivalent relevant industry experience
- Stock plan administration experience
- ECA or CEP candidates, preferred
- Proficient in MS Office applications (Word, Excel, PowerPoint)
- Proficiency and/or experience with industry platforms (direct)
- Experience with Equity Edge Online (EEO), Shareworks, or Fidelity PSW, preferred
- Experience with Carta, Certent, Schwab Equiview or other platforms, welcomed
- Equity compensation vendor experience is a plus
- Accounting and/or paralegal knowledge is a plus
The Expertise We’re Looking For
- Bachelor’s Degree or equivalent relevant industry experience
- Stock plan administration experience
- ECA or CEP candidates, preferred
- Proficient in MS Office applications (Word, Excel, PowerPoint)
- Proficiency and/or experience with industry platforms (direct)
- Experience with Equity Edge Online (EEO), Shareworks, or Fidelity PSW, preferred
- Experience with Carta, Certent, Schwab Equiview or other platforms, welcomed
- Equity compensation vendor experience is a plus
- Accounting and/or paralegal knowledge is a plus
The Expertise We’re Looking For
- Bachelor’s Degree or equivalent relevant industry experience
- Stock plan administration experience
- ECA or CEP candidates, preferred
- Proficient in MS Office applications (Word, Excel, PowerPoint)
- Proficiency and/or experience with industry platforms (direct)
- Experience with Equity Edge Online (EEO), Shareworks, or Fidelity PSW, preferred
- Experience with Carta, Certent, Schwab Equiview or other platforms, welcomed
- Equity compensation vendor experience is a plus
- Accounting and/or paralegal knowledge is a plus
The Right Fit
- Consummate professional with a service-mentality and a commitment to delivering Peace of Mind to all internal, external and client partners
- Excellent written and verbal communication, and the ability to convey important information clearly and effectively
- Exhibits strength in presentation and speaking skills
- Able to complete multiple tasks in a timely manner, independently with minimal supervision
- Works effectively on their own and in a team environment, with a willingness to train/coach others, as needed
- Shows interest in development of own professional brand/persona
- Exhibits exceptional organizational skills, attention to detail and work ethic
- A compliance-focused, process-oriented, analytical individual who is also flexible and can excel in a fast-paced and rapidly evolving environment
- Able to maintain focus on continuous improvement, issue-resolution, problem-solving and follow-through
- Able to maintain strict confidentiality in an open and transparent environment
- Delivers a high level of service and support while exercising judgement, diplomacy and discretion in handling sensitive and confidential information
- Has the ability to communicate and partner with cross-functional teams (such as Legal, Payroll, Finance, Accounting, HR) at all levels
- Aligns with our company core values of Integrity, Opportunity, Passion, Excellence and Teamwork
How Your Work Impacts the Organization
You will be delivering peace of mind to our internal, external and client partners.
Our team strives to retain and continue to build a reputation of consistent, reliable, best-in-class equity compensation service and solutions as a long-term strategic partner to our clients. We aim to be a long-term career ‘home’ and strategic partner to our team and all equity compensation professionals in our community. Our marrying of these two ideals ensures the steady strength and growth of our organization, through the retention of our clients, the engagement and quality of our team, and our ability to maintain our position and reputation as the leader in equity compensation human capital solutions.
We are growing a community of equity compensation professionals, leading the way in creating a community of best practices, learning, sharing, coaching, continuing education and connection.
See What We Can Offer You
We are committed to diversity and inclusion, and demonstrate our values through competitive pay, fantastic benefits, and access to all reasonable accommodations. As a consultant on our team, you are a member of the Stock & Option Solutions team, and you are a Stock & Option Solutions employee.
- Comprehensive medical, dental and vision insurance
- Remote work with flexible work schedules
- Flexible 401k with match
- Competitive Pay
- Paid time off and paid holidays
- Automatic enrollment in Basic Life Insurance at no cost to employee
- EAP Plan access
- Training & education opportunities
- Team-building events & programs
- Referral bonus
- Access to thousands of corporate retail discounts
Disability, life and accidental insurance options - Medical and dependent care flexible spending plans
A Few Extras for You…
You’ll have access to our team of expert Senior Stock Plan Professionals when you need advice.
You’ll be able to gain experience in working with all different types of clients.
You’ll be encouraged to grow your skillset and personal brand while learning new processes, stock plans and software systems.
We invite you to Find your peace of mind at sos-team.com/career-opportunities
Stock & Option Solutions is an equal opportunity employer.
All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or other protected status as required by law. If you need assistance or accommodation due to a disability or special need when applying for a role or in our recruitment process, please contact us at [email protected].