Account Executive II - Financial Services (North Carolina)

VericastRaleigh, NC
23h$87,000 - $106,000Remote

About The Position

The ideal candidate for this position will reside in North Carolina or a surrounding state in the U.S. The Account Executive II - Financial Services is responsible for achieving sales and/or profitability objectives, from both existing accounts and new client prospects. Account Executives meet with clients and prospects to recognize opportunities and turn leads into long-lasting partnerships. With their extensive product knowledge and understanding of industry trends, Account Executives will communicate directly with clients and prospects, to understand their individual needs, and recommend products or services to help the clients attain their goals.

Requirements

  • Bachelor’s degree in Business or related field (Required)
  • 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.

Nice To Haves

  • Advanced degree in business or related field (Preferred)

Responsibilities

  • 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%
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