Hybrid Financial Services Account Executive

Posted 5 hours ago

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About the role

  • 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

Job title

Financial Services Account Executive

Job type

Experience level

Mid levelSenior

Salary

$40,000 - $56,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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