Relationship Account Executive (Financial Services)

Location: Crum Lynne, Pennsylvania, United States; hybrid work with at least two days per week at an assigned hirify.global office

Salary: $37,400–$58,000 annually, plus commission targets generally ranging from 20% to 50% of base salary

Company

hirify.global provides data, risk, and information solutions for businesses and financial institutions.

What you will do

• Manage sales and relationships across approximately 300 small and mid-sized financial institution accounts.
• Maintain and grow annual territory revenue of approximately $2 million to $3 million through upselling, cross-selling, and new business development.
• Serve as the primary customer contact for pricing, reporting, product, billing, technical, compliance, and legal inquiries.
• Prepare for pre-sales calls through customer research using company websites, Callahan, NCUA, FDIC, and internal resources.
• Document sales and customer service interactions in Salesforce, create follow-up tasks, and log cases for non-sales inquiries.
• Apply consultative selling, influence, and persuasion skills to cultivate customer relationships.

Requirements

• Bachelor’s degree or equivalent work experience.
• At least two years of related inside sales experience, preferably in financial services.
• Experience with Salesforce.
• Ability to conduct customer research using relevant industry and internal resources.
• Must be authorized to work full-time in the United States without employer support or immigration sponsorship now or in the future.
• Regular in-person attendance at an assigned hirify.global office is required at least two days per week.

Nice to have

• Experience applying sales or marketing techniques to cultivate customer relationships.
• Experience in the financial services industry.

Culture & Benefits

• Medical, dental, and vision coverage available from day one, with HSA and FSA options.
• Company-paid life and disability insurance, with additional voluntary coverage options.
• Paid parental leave, adoption assistance, fertility planning coverage, and caregiver support.
• 401(k) with employer match, Employee Stock Purchase Plan, financial wellness resources, and career coaching.
• Tuition reimbursement, paid time off, up to 12 paid holidays, commuter benefits, and paid volunteer time.
• Therapy, coaching, meditation, and other 24/7 physical and emotional wellness resources.