Position Overview

Quest CE is seeking a motivated Sales Executive to drive net-new revenue through outbound prospecting and full-cycle SaaS sales. This role is focused on building pipeline, managing opportunities thoughtfully, and consistently executing the sales process in a structured, goal-oriented environment.

You will oversee the sales cycle from initial outreach through signed agreement, working directly with C-suite decision-makers at regulated financial services firms. In this role, you will position Quest CE’s compliance technology platform as a practical, scalable solution that helps firms manage regulatory requirements more efficiently and gain better visibility into their training, risk and reporting processes.

Key Responsibilities

Outbound Pipeline Generation

• Generate new business opportunities through proactive outbound prospecting (40–60 calls per day, strategic email outreach, and industry engagement)
• Identify and engage C-level and senior decision-makers within broker-dealers and investment advisory firms
• Qualify prospects and advance opportunities through the sales pipeline

Full-Cycle Sales Ownership

• Conduct discovery conversations and web-based product demonstrations
• Develop proposals, negotiate agreements, and close new business
• Meet or exceed defined revenue, pipeline, and activity targets

Pipeline Management & Forecasting

• Maintain accurate CRM records and sales forecasts
• Monitor pipeline health and conversion metrics, adjusting strategy as needed
• Ensure consistent follow-up and progression of opportunities

Cross-Functional Collaboration

• Partner with Account Management to ensure seamless client transition post-close
• Provide market insights and client feedback to support product development and positioning
• Stay current on regulatory changes, competitor activity, and industry trends

Earnings

On-target earnings (OTE) range from $70,000–$130,000 during the first 12–24 months, consisting of base salary plus uncapped commission. Top performers have earning potential beyond this range.

Why Quest CE?

Quest CE is a leader in regulatory technology, providing compliance solutions to financial services firms regulated by FINRA and the SEC. Our solutions help organizations simplify complex compliance requirements and operate more efficiently in a highly regulated environment.

We offer a hybrid work model, with initial training conducted onsite and ongoing flexibility to work remotely, along with scheduled in-office collaboration days.

In addition to competitive compensation, we provide comprehensive benefits including medical, dental, and vision coverage, HSA options, 401(k), professional development opportunities, tuition reimbursement, and a supportive, growth-oriented culture.

Quest CE is an Equal Opportunity Employer. We make employment decisions without regard to race, color, religion, sex, national origin, age, disability, genetic information, veteran status, or any other protected status in accordance with applicable federal, state, and local laws.

Requirements

• Bachelor’s degree in Business, Marketing, Finance, or equivalent experience
• 3–5+ years of SaaS or software sales experience
• Demonstrated success in outbound prospecting and full-cycle sales
• Proven ability to generate pipeline through cold calling and strategic outreach
• Experience conducting web-based sales presentations and demos
• Strong organizational skills and CRM discipline
• Willingness to travel 1–2 times annually for industry conferences

Experience selling into financial services or regulated industries is preferred but not required.