Account Executive
Core
Managing a portfolio of existing customers to drive renewals, upsells, and cross-sells while acting as a trusted advisor to maximize solution value.
Role type
Account Executive (Existing Business/Retention)
Builds
Recurring revenue and expanded usage of risk management solutions
Domain
Financial Services / Risk Management (AML, Fraud, Credit Risk)
Deliverable
client delivery
Required skills
Account management, CRM proficiency, structured sales methodologies, analytical problem-solving, stakeholder management
Preferred skills
Experience with MEDDPICC or SPIN, background in senior stakeholder engagement
Technologies
Salesforce
Responsibilities
Manage customer portfolio and ensure timely renewals, Identify and qualify upsell/cross-sell opportunities, Monitor account health and spot risks, Deliver onboarding and product training, Coordinate with internal teams to resolve issues, Maintain accurate CRM records and forecasts
Seniority
Individual Contributor, Mid-Senior Level