Financial Services Account Executive responsible for sales strategies and client relationships. Collaborating across teams and driving revenue growth for CDW's technology 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.
Work with sales leadership to balance short-term targets with long-term growth potential, identifying underpenetrated areas within key accounts.
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.
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
Account Executive driving new business acquisition for Alva Labs, a SaaS company revolutionizing hiring practices. Focus on expanding market presence and managing full sales cycles.
Independent Manufacturer’s Sales Representative for Sheds 365 Sales LLC selling storage shed and metal building products. Focused on generating and closing sales through various channels including door - to - door and social media.
Outside Sales Representative driving growth for Novelty Inc's portfolio across Independent Retailers. Seeking candidates motivated by commission growth and adept at multi - channel retail sales.
Account Executive managing sales cycles for EPR Compliance solutions within a packaging sustainability platform. Engaging with clients and closing deals to drive business growth.
Account Executive driving sales opportunities for Nonprofits at Salesforce. Evangelizing Salesforce Marketing solutions while working as part of Account Team and generating self - leads.
Account Executive engaging with new leads to sell the customer 360 platform by building positive relationships. Developing opportunities through warm leads and whitespace prospecting in High - Tech and Professional Services industries.
Sales Representative cultivating account relationships in the beer, wine, and spirits industry. Maximizing sales of supplier brands through effective planning and execution in Inland Empire region.
Senior Enterprise Account Executive engaging in cybersecurity sales for large accounts like CAC 40 and beyond. Managing the entire sales cycle and building strong client relationships.
Account Executive driving revenue growth for Workday's Large Enterprise solutions, focused on customer relationship management and sales strategy development. Collaborating with C - Suite to close major deals.