Senior Account Executive managing client relationships in employee benefits for CBIZ Inc. Build strategic client relationships and coordinate service activities in a hybrid work environment.
About the role
- Sales Executive responsible for selling fintech solutions to large US corporate clients. Engaging with existing customers to develop cross-sell opportunities and manage target markets.
Responsibilities
- Engage with the FIS Account Managers to develop cross-sell opportunities from within existing FIS customer base
- Identify a need for Payables or Receivables Finance and work with your Product partners to move the client through the sales cycle from the initial contact through to mandate
- Attend industry trade shows and participate in the creating of marketing materials appropriate for your client segment, with continuous feedback and improvement via the Origination, Marketing, and Structuring and Execution Teams
- Actively manage the target addressable market ensuring business development and origination activities are focused on appropriate targets.
Requirements
- 5 years + working experience in banking, advisory or fintech environment ideally with corporate finance or investment banking related experience
- Product knowledge across the working capital financing spectrum
- In depth understanding of Trade Receivables Financing (ABL, Receivables, Payables and/or Receivables Securitization)
- Proven track record working on closed transactions for several years in a client-facing role
- Ability to independently cultivate new client relationships working closely with Business Development and Marketing to source and establish relationships.
Benefits
- Opportunities to innovate in fintech
- Inclusive and diverse team atmosphere
- Professional and personal development
- Resources to contribute to your community
- Competitive salary and benefits
Job title
Job type
Experience level
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Degree requirement
No Education Requirement
Location requirements
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