Client Executive - Financial Services Sales (Midwest)
Hybrid · United StatesNo visa sponsorship
Core
Trusted advisor to financial services clients, creating strategies to drive retention, expansion, and long-term success.
Role type
Senior Account Executive (Financial Services)
Builds
Client relationships and revenue growth strategies
Domain
Financial Services / B2B Sales
Deliverable
client delivery
Required skills
Account management, strategic planning, executive relationship building, deal negotiation, prospecting, business development
Preferred skills
Matrix environment navigation, large organization management
Responsibilities
Manage overall assigned accounts, identify key decision makers, lead client-facing business reviews, facilitate sales meetings, collaborate on new product adoption, own account planning process, review usage gaps and expansion opportunities
Seniority
Mid-level (5+ years experience)