Account Executive III - Financial Institutions - Remote

Overview

The Account Executive III is responsible for achieving sales and profitability objectives from both existing accounts and new client prospects within the financial institutions sector.

In Short

• Achieve assigned sales targets.
• Participate in lead generation and prospecting activities.
• Meet in person with clients and prospects.
• Deepen existing client relationships.
• Consult with clients on business issues.
• Work with teams to execute project specifications.
• Manage contracts and upsell opportunities.
• Sell using data and insights.

Requirements

• Bachelor’s degree in Business or related field required.
• 7-10 years in a quota carrying sales role.
• Recent sales experience in financial services preferred.
• Experience with multi-channel marketing disciplines.
• Excellent written and oral communication skills.
• Ability and willingness to travel.
• Strong skills in problem resolution and negotiation.
• Proficient in Microsoft Office and CRM software.

Benefits

• Generous total rewards benefits package.
• Medical, dental, and vision coverage.
• 401K with company match.
• Generous PTO allowance.
• Additional benefits like life insurance and pet insurance.