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5 часов назад

Client Value Executive - Financial Services

63 000 - 105 000$
Формат работы
remote (только USA)
Тип работы
fulltime
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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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

hirify.global 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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