Wealth Management Client Relationship Manager operationally leads advisory teams to achieve financial goals. Manages complex client relationships and implements financial plan recommendations.
About the role
- Account Manager responsible for selling Optiv security services and tech solutions in Texas. Building relationships and strategic account management for cybersecurity risk mitigation with Fortune 1000 clients.
Responsibilities
- As an Account Manager, you'll be responsible for selling Optiv security services and security technology solutions to a select few strategic accounts within a geographic territory (Dallas or Houston).
- You'll also be responsible for owning and coordinating all aspects of the sales cycle within your assigned accounts.
- Development of a multi-year strategic account management plan for your top accounts is a core responsibility for the CM.
- You'll identify and understand your client's core security concerns and how they correlate to Optiv solutions that mitigate these cybersecurity risks.
- Bring together appropriate Optiv technical services and leadership personnel to collaborate with your top account client leadership to refine and/or build a security strategy.
- Develop and propose solutions to address client security needs, including large and complex solutions comprised of security management consulting, hardware and software security technologies, advisory, implementation and support services, and managed security services.
- Establish a trusted relationship with the client that results in Optiv being their primary security solution partner and provider.
- Engage clients with a heightened focus on enhancing client satisfaction through regular reviews of goals, expectations and progress with your top clients quarterly.
Requirements
- Experience in product or services-based sales typically gained over 2-3 years, ideally in a technology company.
- Experience in building and selling complex and multi-year hardware, software, services and financing solutions to Fortune 1000 clients.
- Proven ability to build and execute territory and account prospecting and expansion plans with a track record of exceeding assigned quotas.
- Experience engaging cross-functional resources such as sales, pre-sales technical support, and other support personnel in an effective fashion.
- Demonstrated ability to build productive business relationships with key executives and sponsors within assigned accounts.
- History of demonstrated achievement exceeding plan and expectations.
- Strong business acumen and ability to correlate business goals with business and cyber security risk in support of developing complex security technology and services solutions.
- Preferred experience: Experience in and knowledge of the IT Infrastructure market and competitors; Experience in and knowledge of the IT security market and competitors; Experience in and knowledge of the Risk & Compliance market and competitors; experience selling management consulting services.
Benefits
- A company committed to championing Diversity, Equality, and Inclusion through our Employee Resource Groups.
- Work/life balance
- Professional training resources
- Creative problem-solving and the ability to tackle unique, complex projects
- Volunteer Opportunities.
- “Optiv Chips In” encourages employees to volunteer and engage with their teams and communities.
- The ability and technology necessary to productively work remotely/from home (where applicable)
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Tech skills
Location requirements
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