Financial Services Account Executive at CDW responsible for driving sales in a specialized portfolio. Collaborating with teams to expand business relationships and deliver customized solutions.
Responsibilities
Develop and execute sales strategies to drive revenue growth and expand the client base, focusing on both new and existing accounts.
Cultivate and maintain strong relationships with key decision-makers within customer organizations, often at the senior and C-level.
Leverage consultative sales techniques to assess client needs and propose comprehensive solutions, including cross-selling CDW’s products and services.
Independently assess our book of business using key criteria such as customer potential, competitive advantage, relationship depth, and strategic alignment.
Execute account strategies by setting clear objectives, aligning with customer priorities, and identifying tactical plays.
Lead discovery conversations by identifying key business needs, defining success criteria, and gathering relevant insights.
Guide your customers through the buying cycle by understanding internal processes, and timeline constraints, augmenting your approach as needed.
Build credibility through subject matter knowledge, account insight, and personalized solution positioning.
Proactively engage across organizations, tailoring your communications based on role and responsibility while balancing stakeholder and seller interests.
Requirements
A minimum of 3-5 years of direct selling experience in a Financial Services customer-facing sales environment
Bachelor’s degree in a STEM-related field, Business Administration, or equivalent practical experience
General understanding of key technologies, including but not limited to Cisco, Microsoft, IBM, EMC, and HP, as well as competitive equivalents.
Exceptional verbal and written communication skills, with the ability to engage effectively with stakeholders at all levels.
Proven sales expertise, with a demonstrated ability to meet targets and inspire enthusiasm in the sales process.
Strong strategic planning, time management, and organizational skills, with a keen attention to detail.
Benefits
Annual bonus target of 150% subject to terms and conditions of plan
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