Achieve assigned sales targets
Successfully manage multiple concurrent complex sales cycles
$250k
$500k average opportunity value.
Manage multiple accounts while seeking new opportunities, deepening existing client relationships, & generating incremental business.
Prospect within your existing account territory to identify & qualify new opportunities, determine members of buying group, lead discovery, and demonstrating solutions to prospective clients.
Consult with bank & credit union clients on business issues and marketing program design.
Ability to understand client needs, negotiate costs and services, and resolve sales or delivery issues.
Partner with Strategists & SMEs to develop insightful proposals and deliver strategic sales presentations and Delivery Teams to execute project specifications and deliver quality results to clients.
Willingness to travel as needed to meet with clients and prospects. Expected Travel is 50%

Bachelor’s degree in Business or related field (Required)
7-10 years in a quota carrying sales role; demonstrated consistent over performance.
Experience with multi-channel marketing disciplines.
Recent solutions sales experience within a bank, credit union, fintech, SaaS, consulting, or other financial services related company; marketing discipline preferred.
1-3 years experience and proficiency required in Marketing, Media, Advertising.
Selling through creating a compelling vision or story.
Use of data and insights as a selling tool.
Prospecting/new business development.
Managing client relationships.
Selling multiple/integrated product campaigns.
Understanding of the client's market and strategic needs to align and recommend the ideal solution.

Account Executive IV – Financial Institutions

Key skills