Financial Services Client Account Executive
As a Financial Services Client Account Executive you can expect to
- Build and maintain strong relationships with existing HSO clients while actively seeking opportunities to upsell and cross-sell additional services
- Position HSO in identifying new opportunities for upselling additional services and solutions to existing Financial Services clients in the Microsoft ecosystem
- Develop and manage all phases of the existing client sales cycle including managing contract renewals and negotiation terms to maximize client retention
- Advocate for clients or serve as an Executive Sponsor, representing their needs and feedback to inform product and service improvements
- Provide clients with insights on new Microsoft technologies and updates that can benefit their business or solve unique Financial Services industry client problems that position the value of HSO
- Develop strategic accounts and execute sales strategies that prioritize client retention, customer satisfaction, and the expansion of existing accounts
- Utilize a consultative sales approach to solve client problems and position the value of HSO
- Work proactively and independently as a hunter within existing clients, developing relationships, driving new business by demonstrating how HSO can continue to meet our clients' business needs
- Collaborate with sales and technical teams to propose enhancements or expansions to clients' current technology tools and environments
- Utilize your previous Microsoft and Financial Services experience to manage and grow existing client accounts
You're great at
Serving as the main point of contact for assigned clients, fostering strong and lasting relationshipsIdentifying Financial Services industry trends, competitor activities, and market changesBuilding and maintaining strong relationships with existing Financial Services clients to understand their business challenges, goals, and objectives, and align HSO offerings to meet their needsIdentifying new business opportunities within existing clients, proactively generate leads through various methods, including internal networking, referrals, or client loyaltyMonitoring and proactively addressing any issues or concerns, working closely with internal teams to resolve challenges promptly, ensuring satisfaction with the products or servicesManage contract renewals and negotiate terms to maximize client retentionRegularly communicate with clients to provide updates, share insights, and leverage your sales knowledge of existing Microsoft solutions aligned to Financial Services industry to effectively position HSOPreparing and delivering regular reports on account status, including key performance indicators and milestonesStaying updated on the latest trends, advancements, and competitive landscape within both the Microsoft ecosystem and Financial Services industry