Client Account Executive, Mid-Market

Location: Chicago; hybrid work environment with four days in the office each week and client-facing travel within an assigned territory.

Total cash compensation: $118,250.00–$181,316.66 annually, inclusive of annual base salary and target incentive.

Company

hirify.global provides software, data, research, reporting, and investment solutions for advisor, asset management, and institutional clients.

What you will do

• Act as the primary point of contact and business partner for a portfolio of Advisor, Asset Management, and Institutional clients through in-person meetings, phone, and email.
• Manage and grow client relationships, drive retention, and identify account expansion opportunities.
• Lead client meetings, reviews, solution demonstrations, and trusted-advisor engagements.
• Own the full sales cycle for expansion opportunities and deliver quarterly revenue and retention targets.
• Partner with Customer Success, Business Development, Software Sales Engineering, and other cross-functional teams to improve adoption, resolve issues, and grow accounts.
• Maintain accurate pipeline tracking, account plans, and forecasts using consultative selling and territory planning.

Requirements

• Bachelor’s degree.
• At least 3 years of financial services sales experience with a strong track record in sales and/or account management.
• Strong consultative selling, prospecting, and pipeline management skills.
• Excellent listening, communication, negotiation, and relationship-building skills.
• Alignment with hirify.global’s core values and mission to empower investor success.

Nice to have

• Direct exposure to the financial marketplace or investment markets.
• Comfort working with technology, data, and software.

Culture & Benefits

• Hybrid work model with regular in-person collaboration and tools for engaging with global colleagues.
• 401(k) match of up to 6% of salary and potential stock ownership.
• Medical, dental, vision, HSA contributions, wellness incentives, and disability insurance.
• Trust-based time off, a six-week paid sabbatical, family caregiving leave, parental leave, and adoption assistance.
• Leadership coaching, formal mentorship, tuition reimbursement, and a $1,000 annual flex stipend.
• Charitable matching, paid volunteering days, and more than 15 employee resource and affinity groups.