Account Executive - Financial Services
About The Position
Brilliant is an innovative branded products and corporate gifting company. With a focus on creativity and technology, Brilliant curates, produces, and helps companies distribute memorable branded merchandise and custom products. Whether it's newsworthy press kits, welcome gifts for new hires, merch sets to promote a product launch, or giveaways people love, our team of retail trend experts, designers and engineers work together to produce impactful products that bring brands to life. Services include concepting, sourcing, design, packaging, merch collections, company stores, touchpoint gifting, warehousing, fulfillment and distribution. Technology is part of our DNA. Our proprietary technology gives clients instantaneous access to important information and tools, including real-time inventory data, on-demand fulfillment services and convenient 3rd party system integrations, such as Workday, Salesforce, Zapier and more (180+ countries, 6 warehouses), and hands-on creative collaboration brilliantmade.com.
Requirements
- Deep experience within fintech or the broader financial services sector - whether in sales, business development, recruiting, marketing, events, or firm administration - combined with a demonstrated ability to build relationships, influence decisions, and drive outcomes
- An existing network and credibility within financial services, and comfort engaging senior, fast-moving, detail-oriented stakeholders.
- Proven track record of building and growing client relationships while consistently meeting or exceeding revenue targets.
- Strong consultative selling skills with the ability to identify client needs and deliver tailored solutions.
- Exceptional communication, negotiation, and presentation skills.
- Highly organized with strong strategic thinking, problem-solving, and time management abilities.
- Proficient in CRM software.
- Ability to work independently and collaboratively in a fast-paced, client-focused environment.
Responsibilities
- Identify and engage new business opportunities across the financial services sector, leveraging lead generation, prospecting, and consultative sales techniques.
- Leverage your existing network and industry fluency to reach the right buyers: Brand and Marketing, People / Talent and Recruiting, Events, Executive Assistants and Chiefs of Staff, and Investor Relations.
- Run consultative discovery, product demonstrations, and negotiations tailored to financial services use cases and buying processes.
- Build and maintain a strong pipeline of target accounts, mapping each firm to the gifting and merchandise programs most relevant to them.
- Serve as the primary relationship owner for newly acquired clients, ensuring high levels of satisfaction, retention, and account expansion.
- Develop strategic account plans that reflect how these firms buy: multiple stakeholders, brand and legal review, and compliance-conscious gifting standards.
- Collaborate with internal teams to ensure seamless execution and exceptional client experiences.
- Stay informed on industry trends, competitor offerings, and emerging market opportunities to drive business development efforts.
- Maintain a deep understanding of our software-enabled gifting solutions and communicate their value effectively.
- Provide market and client insight back to product and marketing to sharpen Brilliant's financial services offering.
Benefits
- Medical, Dental, & Vision benefits
- flexible PTO
- paid company holidays
- work from home setup stipend for new hires
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
