Senior Account Executive - Capital Markets
Core
Develops value-proposition presentations and business plans to drive business outcomes, maximize upselling/cross-selling, and manage complex accounts for customers in various industries.
Role type
Senior Account Executive (Capital Markets)
Builds
Long-term strategies, joint-selling opportunities, and business transformation plans for assigned accounts.
Domain
Capital Markets / Financial Services
Required skills
Strategic account planning, forecasting, virtual team leadership, executive communication, customer relationship management, industry trend analysis, competitive risk mitigation, stakeholder mapping, joint-selling orchestration.
Preferred skills
Deep knowledge of specific industries (financial services, retail, manufacturing, healthcare, energy, government, education), digital transformation expertise, thought leadership positioning.
Technologies
None explicitly stated.
Responsibilities
Develop and implement plans for maximizing upselling/cross-selling opportunities; oversee complex/multiple accounts and lead planning/prioritization efforts; manage pipeline and meet sales goals by reviewing forecasts and mitigating risks; expand network of key internal and external partners; engage with key mainstream partners to promote long-term business strategies; coordinate with industry experts to identify new business opportunities; document stakeholder maps in account plans; foster trust and brand growth with customer executives; assist partners in joint-selling to create new go-to markets; support business transformation through technology; capture line-of-business wins as reference for scale.
Seniority
Senior, hands-on IC