Account Executive
Core
Develop and execute account strategies to drive client retention and growth within a defined portfolio, acting as the strategic point of contact for selling solutions.
Role type
Senior Account Executive
Builds
Company's solutions and services for clients in Financial Institutions
Domain
Financial Services / B2B Sales
Deliverable
product features
Required skills
consultative sales, account management, CRM technology, pipeline management, value proposition development, executive presentation, competitive intelligence, sales forecasting, issue resolution, industry trend analysis
Preferred skills
managing multiple accounts, building influential client relationships, navigating Financial Institutions, strong analytical skills
Technologies
CRM technology, sales reporting system
Responsibilities
Establish joint strategies for account expansion, build relationships with client executives, lead extended teams for account planning, identify new sales opportunities, act as escalation point for client issues, maintain sales forecasting data, close business to meet quotas, provide monthly sales updates
Seniority
Senior, hands-on IC
