5 часов назад
Client Value Executive - Financial Services
63 000 - 105 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Value Executive - Financial Services (Sales and Account Management): Managing financial services client relationships, supporting product implementation, and identifying upsell and cross-sell opportunities with an accent on customer satisfaction, product adoption, and cross-functional collaboration. Focus on resolving client issues, maintaining Salesforce data integrity, and using client feedback and data-driven insights to grow revenue.
Location: Remote within the United States; occasional in-person attendance at work-related events may be required.
Salary: $63,000–$105,000 annual base salary, plus commission earnings. Commission targets are generally 20%–50% of base salary.
Company
provides data, analytics, and information solutions that help businesses and consumers make informed decisions.
What you will do
- Manage and grow financial services client relationships with a focus on satisfaction and retention.
- Partner with Client Executives, Industry Executives, product teams, and cross-functional stakeholders to advance sales opportunities.
- Drive product adoption and implementation while resolving client issues and usage gaps.
- Identify and execute upsell and cross-sell opportunities to expand revenue.
- Capture client feedback, maintain Salesforce data integrity, and coordinate reporting and account support.
Requirements
- At least 2 years of sales and account management experience serving business clients.
- Strong relationship-building, customer service, business acumen, problem-solving, and project management skills.
- Experience taking ownership of deliverables and resolving client or account issues.
- Experience collaborating across matrixed organizations and using internal partnerships to support customers.
- Must be authorized to work full-time in the United States without current or future employer sponsorship.
- A bachelor’s degree in business or a related field is preferred.
Nice to have
- Financial services experience.
- Salesforce experience and familiarity with data-driven insights.
- Ability to communicate product value propositions and business impact.
Culture & Benefits
- Medical, dental, and vision coverage available from day one, with HSA and FSA options.
- 401(k) with employer match and Employee Stock Purchase Plan.
- Paid parental leave, adoption assistance, fertility planning coverage, and caregiver support.
- Tuition reimbursement, career coaching, flexible time off or paid time off, and up to 12 paid holidays.
- Wellness programs, professional therapy and coaching, commuter benefits, and paid volunteer time.
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