3 дня назад
AE II, Account Dev - Direct Sales (Financial Services)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
AE II, Account Dev - Direct Sales (Financial Services): Developing and executing account growth strategies for banking and financial-services clients with an accent on revenue retention, pipeline forecasting, and executive stakeholder management. Focus on identifying cross-sell and upsell opportunities, designing data-driven solutions, and supporting negotiations across credit, risk, and information-services offerings.
Location: Eagle, Mexico City, Miguel Hidalgo
Company
provides data-driven solutions, credit information, risk management capabilities, analytics, and market insights for financial institutions.
What you will do
- Develop and execute account growth strategies to achieve revenue and retention targets across the financial services portfolio.
- Maintain the sales pipeline and provide accurate forecasts on performance and future revenue opportunities.
- Build relationships with executive decision-makers, technical teams, and other key client stakeholders.
- Identify and pursue cross-sell and upsell opportunities through consultative discovery of client needs.
- Present solution recommendations and measurable business value to customers.
- Collaborate with product, marketing, consulting, and subject-matter experts on customized solutions, proposals, and commercial discussions.
Requirements
- Bachelor's degree in business administration, finance, marketing, economics, or a related field, or equivalent professional experience.
- 3+ years of sales, account management, or business development experience in the financial services industry with revenue responsibility.
- Experience managing and influencing senior and executive-level stakeholders.
- Understanding of financial services products, lending processes, risk management, or credit-related solutions.
- Proficiency with Microsoft Office, CRM platforms, sales forecasting tools, presentation tools, and virtual collaboration software.
- Ability to interpret data and translate customer information into actionable business opportunities.
Nice to have
- Knowledge of credit reporting, information services, data analytics, or risk solutions.
- Strategic account planning, client retention, prospecting, and consultative selling experience.
- Negotiation, executive communication, market analysis, project management, and cross-functional collaboration skills.
Culture & Benefits
- Work/life flexibility and resources supporting professional and personal well-being.
- Opportunities for professional development, innovation, and career growth.
- Collaboration with teams and clients across the globe.
- Mission-driven environment focused on positive impact for communities and customers.
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