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Sales Consultant

Role overview

Qualifications

  • 5+ years of successful B2B account management, customer success, or consultative sales experience
  • SaaS experience and/or technology solution experience preferred
  • Bachelor’s degree in business, sales, or marketing, or equivalent work experience
  • Salesforce, or CRM experience is preferred

Responsibilities

  • Represent Applied Systems in customer meetings, business reviews, and select industry events
  • Own customer communication cadence and ensure timely follow-up on requests
  • Develop and execute account plans that support renewals, retention, and growth
  • Proactively prospect within existing accounts to identify and close up-sell/cross-sell opportunities

About the company

Ivans logo

Ivans

Computer Software / SaaS

Ivans is where insurance carriers, agents, and MGAs come together to grow their businesses. Every day, our 34,000 agents and 450 carrier partners plug into technology that empowers them to better determine appetite and eligibility, swiftly produce quotes, get accurate claims and commission updates, automatically communicate policy data, and connect to one another to drive new business. With easier ways to get the day’s work done, insurance professionals can open the door to more revenue without letting complexity in behind it.

Company details

Company typeSME
IndustryComputer Software / SaaS
Company size201 - 500

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Job description

Job Description:

Amazing Career Moments Happen Here   

 

Transforming the insurance industry is ambitious, we know. That’s why at Applied, we’re building a team that shows up every day ready to learn, willing to try new things, and driven to deliver innovative software and services that make us indispensable to our customers – all within a culture built on values that make us indispensable to each other too. With 40+ years of experience in the Insurtech game, we’re not just redefining what’s achievable, we’re creating a place where amazing career moments are made possible.   

 

Position Overview   

 

Applied Systems, Inc., a worldwide leader in insurance technology, is currently searching for a Sales Consultant Pennsylvania to own and grow relationships within an assigned portfolio of existing customers. This role is responsible for retention, renewals, adoption, and expansion. You will serve as the primary point of contact for your book of business, building account plans, aligning to customer goals and success metrics, and recommending solutions that improve efficiency and outcomes. Success in this role requires a proactive, consultative approach and strong prospecting skills to identify and pursue growth opportunities within assigned accounts by expanding relationships, uncovering needs, and driving outcomes. This is a full-time, base plus commission role with an uncapped compensation structure, requiring frequent travel within an assigned geographic territory to support customer meetings, reviews, and key events. 

  

What You'll Do 

  • Represent Applied Systems in customer meetings, business reviews, and select industry events to strengthen relationships and drive adoption 
  • Own customer communication cadence, ensuring timely follow-up on requests, action items, and opportunities across your assigned accounts 
  • Develop and execute account plans that support renewals, retention, and growth; maintain an active pipeline of expansion opportunities across your assigned book of business 
  • Lead Quarterly Business Reviews (QBRs) and maintain accurate renewal forecasting by tracking account health, risks, milestones, and next steps in partnership with internal teams 
  • Proactively prospect within existing accounts (e.g., whitespace mapping, stakeholder expansion, discovery conversations) to identify, qualify, and close up-sell/cross-sell opportunities aligned to customer needs and usage trends 

We’re Excited to Learn More About You   

  • 5+ years of successful B2B account management, customer success, or consultative sales experience required; must have demonstrated ability to prospect and drive expansion within an existing customer portfolio; SaaS experience and/or technology solution experience preferred 
  • Experience managing renewals, retention, and expansion motions (including negotiation and forecasting) preferred 
  • Customer-first, highly organized, and able to manage multiple accounts, priorities, and stakeholders with strong follow-through 
  • A valid driver’s license and safe driving record is required 
  • Salesforce, or CRM experience is preferred  
  • Ability to work 100% remotely, home office and reside in one of the following markets: Central & Eastern PA / Western NY
  • Travel up to 50% within assigned territory 
  • Bachelor’s degree in business, sales, or marketing, or equivalent work experience 

We know that talent comes from all backgrounds and experience levels. We encourage military members and their spouses as well as candidates without a degree or a background in tech to apply!  

 

When You Join Team Applied, You Can Expect:   

 

A culture that values who you are and recognizes that you aren’t just an employee; you are a teammate, and you matter. We thrive on the benefits of our different experiences and celebrate the uniqueness our teammates bring to work with them every day.  

 

We flex our time together, collaborating remotely and in-person to empower our teams to work in the ways that work best for them.  

 

A comprehensive benefits and compensation package that centers our teammates and helps them to bring their best to work every day:  

  • Medical, Dental, and Vision Coverage  
  • Holiday and Vacation Time  
  • Health & Wellness Days  
  • A Bonus Day for Your Birthday  

Our targeted starting total cash compensation in the United States for this position ranges exceeds USD $200,000 per year. This range includes base salary and on-target performance-based variable commissions. Actual earnings are uncapped, and many team members exceed on-target amounts by surpassing their sales goals. To determine a new team member’s starting pay, we consider a variety of factors, including depth, breadth, and variety of experience, skills, and responsibilities.

 

Learn more about the people behind our products at https://www1.appliedsystems.com/en-us/about-us/jobs/  

 

Your Security Matters:  
 Our candidates’ personal information and online safety are top of mind for us. At Applied, we proactively protect your personal information and only communicate with candidates via a secure @appliedsystems.com email or through our official career’s portal. Recruiters will never request payments, ask for financial account information or sensitive information like social security numbers.   

 

EEO Statement    

Applied Systems is proud to be an Equal Employment Opportunity Employer. Diversity and Inclusion is a business imperative and is a part of building our brand and reputation. At Applied, we don’t discriminate, and we are committed to recruit, develop, retain, and promote regardless of race, religion, color, national origin, sexual orientation, gender identity, disability, age, veteran status, and other protected status as required by applicable law.   

 

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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