Account Executive

CURRENCY EXCHANGE INTERNATIONAL•Orlando, FL

5d•Hybrid

About The Position

Currency Exchange International (CXI) is a Financial Services and Technology Provider based in Orlando, Florida. CXI provides a wide range of foreign exchange services to customers in the United States. CXI’s primary business channels to service customers are through its company-owned branch locations and foreign exchange partnerships with financial institutions and corporations. CXI has been providing global payment solutions for clients that span wide-ranging industries. As one of North America's leading foreign exchange wholesalers, CXI can provide personalized and efficient service, competitive rates, as well as a number of settlement options. Visit our website to learn more about life at CXI: https://www.ceifx.com/about/life-at-cxi Our Value Statement: We help our clients identify and create foreign exchange solutions, delivering a best practices approach through unparalleled customer service and integrated technology to create significant financial and operational efficiencies. Currency Exchange International is looking for a skilled and motivated Account Executive to join our Sales Team! This is a hybrid position, based in Orlando, FL. Summary: The Account Executive is responsible for driving revenue growth by identifying new client opportunities, building and managing a sales pipeline, and owning ongoing commercial relationships with assigned accounts to support retention, expansion, and long-term success. This role blends outbound prospecting, early-stage sales engagement, and post-sale account oversight to grow recurring business across a diverse client landscape. The ideal candidate is competitive, self-motivated, and comfortable owning both prospecting and post-sale customer engagement while collaborating closely with internal teams.

Requirements

Experience in business development, sales development (SDR/BDR), or account management preferred.
Experience working in a metrics-driven environment with activity, meeting, and pipeline targets.
Familiarity with CRM platforms and sales engagement tools.
Strong communication and relationship-building skills.

Nice To Haves

Bachelor’s degree preferred but not required; equivalent experience accepted.

Responsibilities

Identify, research, and prioritize prospective clients across a variety of segments.
Conduct outbound outreach through phone and email to generate and qualify new business opportunities.
Lead discovery conversations to understand client needs, operational workflows, transaction volumes, and decision-making processes.
Build and manage a revenue-driven pipeline, consistently meeting activity, meeting, and opportunity creation targets.
Manage assigned accounts post-sale, serving as the primary commercial point of contact for ongoing relationship management.
Support client retention through regular check-ins, business reviews, and proactive engagement aligned to client usage and business needs.
Support ongoing account management by nurturing client relationships, re-engaging existing or dormant accounts, and identifying expansion opportunities.
Identify upsell and cross-sell opportunities within existing accounts by aligning CXI solutions to evolving client requirements.
Present CXI’s solution offerings, including value propositions and competitive differentiation.
Coordinate introductory and follow-up meetings with prospective clients and internal stakeholders.
Collaborate cross-functionally with Sales, Operations, Compliance, Product, and Technology teams to support onboarding and ensure a strong client experience.
Maintain accurate CRM records, activity tracking, forecasting, and pipeline reporting.
Share insights with leadership regarding market trends, competitive dynamics, and client needs.
Contribute to ongoing improvements in prospecting strategy, sales messaging, and sales process effectiveness.