Client Executive – Preferred Regional Markets (West) - Remote

Overview

The Client Executive will be responsible for generating revenue growth and managing client relationships in a named account environment, leveraging data and technology solutions to drive business objectives.

In Short

• Develop and maintain close alliances with senior client management.
• Offer recommendations through formal sales presentations and written proposals.
• Negotiate pricing contracts and agreements.
• Serve as a strategic business partner and primary contact for clients.
• Uncover new opportunities by cultivating relationships in financial services.
• Collaborate across teams to balance priorities and identify opportunities.
• Understand customer perspectives to improve solutions.
• Report to the VP of Preferred Sales.
• This is a remote position, but candidates must reside in the West Region of the U.S.

Requirements

• Bachelor's Degree or relevant work experience.
• 5+ years of successful financial services experience.
• Experience selling complex solutions in financial services.
• Understanding of customer priorities for revenue and profit expectations.
• Ability to generate new business through prospecting.
• Willingness to travel up to 50%.

Benefits

• Lucrative overachievement plan.
• Annual trip for Top Performers.
• 15 days of vacation accrual, five sick days, two volunteer days.
• Wellness plans and employee discounts.
• Employee stock purchase program and 401K matching.
• Fully remote role.