Client Executive - Financial Services Sales
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Location: Remote - California; Chicago, United States, with occasional in-person attendance at work-related events as required by management. Applicants must be authorized to work in the United States on a full-time basis without employer sponsorship.
Salary: $75,750–$126,250 annual base salary, plus commission eligibility. Commission targets are generally 20%–50% of base salary.
Company
develops products and technology that support customers and communities through data and financial services solutions.
What you will do
- Manage overall relationships with assigned financial services accounts and identify decision-makers, influencers, buyers, and sponsors.
- Lead client-facing business reviews and internal account-planning sessions, coordinating the required resources.
- Facilitate client and internal sales meetings and ensure appropriate participation from partner teams.
- Collaborate with Industry Executives and matrix partners to drive adoption of new product opportunities.
- Act as the customer advocate by understanding business models and market positions and converting that knowledge into successful engagements.
- Own account planning, prioritize strategic customer initiatives, and identify usage gaps and expansion opportunities supporting retention and growth.
Requirements
- At least 5 years of selling, consulting, and/or business development experience within the financial services industry.
- Major-account experience in a matrix environment, including navigating large complex organizations, identifying buyers and influencers, and closing Financial Services business.
- Proven client engagement skills, including prospecting, relationship-building, deal-making, negotiating, and closing business.
- Exceptional communication and interpersonal skills, with an articulate, persuasive, and engaging communication style and the ability to remain persistent in a pleasant and professional manner.
- Bachelor’s degree or higher from an accredited college or university.
Nice to have
- Business-related degree.
Culture & Benefits
- Remote work with occasional attendance at work-related events at management’s discretion.
- Medical, dental, vision, supplemental coverage, HSA, and FSA eligibility from day one.
- Company-paid life and disability coverage, with optional legal, pet insurance, travel accident, and long-term care plans.
- Adoption, fertility, caregiver, dependent care, and up to 12 weeks of paid parental leave support.
- 401(k) with employer match, ESPP, tuition reimbursement, career coaching, flexible or paid time off, paid holidays, commuter benefits, and volunteer programs.
- 24/7 wellness support, including therapy, coaching, meditation, and physical, mental, social, and financial wellness resources.
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