What are the responsibilities and job description for the Inside Sales Representative| Remote, with Occasional Team Meetings position at Docupace Technologies?
Docupace is seeking a results-driven Inside Sales Representative to manage and grow a portfolio of small to midsize wealth management firms and RIAs. This remote role will drive new business, customer renewals, account growth, and expansion through consultative selling and strong client relationships.
Summary of Position:
We’re looking for a high-performing Inside Sales Representative to manage and grow a portfolio of small to midsize wealth management firms and RIAs. This role blends account management, expansion, and new-logo acquisition, with a strong focus on remote selling, pipeline discipline, and consultative execution.
You’ll play a key role on our growth team, helping wealth advisors streamline operations, improve client experiences, and scale through our SaaS platform. The ideal candidate is resilient, coachable, highly organized, and energized by a fast-moving sales environment.
WHAT YOU WILL DO
- Own the full sales cycle for net-new logo opportunities from qualification through close.
- Manage and grow a portfolio of small to midsize firms and RIAs through renewals, upsell, and cross-sell motions.
- Build pipeline through outbound prospecting, inbound follow-up, referrals, and targeted account outreach.
- Lead discovery, tailored demos, proposal development, negotiation, and contract execution.
- Maintain strong CRM hygiene, accurate forecasting, and disciplined pipeline management.
- Partner with Solutions Consultants, SDRs, Customer Success, and Delivery to create a seamless buyer and customer experience.
- Identify expansion signals in current accounts and convert them into qualified commercial opportunities.
- Collaborate with internal teams to support a clean onboarding handoff and long-term client success.
WHAT YOU BRING
- 4 years of B2B SaaS sales experience with a consistent record of quota attainment.
- Proven success closing net-new business and expanding existing accounts.
- Strong discovery skills and the ability to uncover pain, urgency, and business impact.
- Excellent communication skills with the ability to build trust quickly over phone and video.
- Strong CRM discipline and comfort working in a metrics-driven environment.
- Resilience, self-motivation, and a strong desire to win.
PREFERRED QUALIFICATIONS
- Experience selling into RIAs, wealth management firms, or financial services technology.
- Familiarity with wealthtech, regtech, or modular SaaS platforms.
- Experience using structured sales methodologies such as MEDDPIC or Challenger.
- Existing relationships in the RIA or wealth management ecosystem.
HOW SUCCESS IS MEASURED
- Annual new-logo and expansion ARR quota attainment.
- Pipeline coverage and forecast accuracy.
- Win rate on qualified opportunities.
- Renewal and expansion performance within the assigned book.
- Quality of CRM hygiene and stage progression discipline.
Physical Demands and Working Conditions:
- Sit – Frequent
- Stand- Occasional
- Walk - Frequently
- Lift/Carry 0-20 pounds – Occasional
- Lift/Carry over 0-20 pounds - Occasional
- Kneel/crouch, bend and /or stoop repeatedly - Occasional
Reasonable Accommodations:
Applicants and employees who require reasonable accommodation to complete the duties and responsibilities described above should notify Human Resources.
Disclaimer:
The preceding job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this classification. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job. Additionally, this document is not an employment contract. The company reserves the right to modify job duties or job descriptions at any time.
Docupace is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of any kind. We are committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Docupace are based on business needs, job requirements and individual qualifications, without regard to age, race, color, religion or belief, gender, sexual orientation, family or parental status, or any other status protected by the laws or regulations in the locations where we operate.