Achieve assigned sales targets. 50%
Deepen existing client relationships—generating incremental business. 10%
Consult with clients on business issues and marketing program design. Ability to understand client needs, and negotiate costs and services. Resolve sales or delivery issues. 10%
Work with Strategists and Delivery Teams to execute project specifications and deliver quality results to clients. Develop insightful proposals and deliver strategic sales presentations. 10%
Manage contracts and up-sell/cross-sell opportunities. 10%
Meet in person with clients and prospects. 10%
Participate in a high level of prospecting activities: lead generation, qualifying prospects, discovery, and demonstrating solutions to prospective clients. Ability to manage multiple accounts while seeking new opportunities. 5%
Sell using data and insights. 5%

Bachelor’s degree in Business or related field (Required)
Advanced degree in business or related field (Preferred)
5-7 years in a quota carrying sales role; demonstrated ability to close new business and manage relationships.
Recent sales experience within a financial services vendor company; marketing discipline preferred.
Experience with multi-channel marketing disciplines.
Use of data and insight as a solution selling tool.
Excellent written and oral communication skills.
Ability and willingness to travel up to 50% of the time; work from home/remote the other 50% of the time.
Proficiency in Microsoft Office and CRM software, with aptitude to learn systems.

Account Executive II – Financial Services

Key skills