Microsoft Financial Services Client Account Executive

As a Financial Services Client Account Executive you can expect to...

Responsibilities

• 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 relationships.
• Identifying Financial Services industry trends, competitor activities, and market changes.
• Building and maintaining strong relationships with existing Financial Services clients to understand their business challenges, goals, and objectives, and align HSO offerings to meet their needs.
• Identifying new business opportunities within existing clients, proactively generate leads through various methods, including internal networking, referrals, or client loyalty.
• Monitoring and proactively addressing any issues or concerns, working closely with internal teams to resolve challenges promptly, ensuring satisfaction with the products or services.
• Manage contract renewals and negotiate terms to maximize client retention.
• Regularly 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 HSO.
• Preparing and delivering regular reports on account status, including key performance indicators and milestones.
• Staying updated on the latest trends, advancements, and competitive landscape within both the Microsoft ecosystem and Financial Services industry.

Requirements

Benefits

We offer competitive pay with performance-based bonus. Our employees also enjoy generous paid time off and a flexible and affordable benefits program designed to help you be and stay well, including : medical, dental & vision coverage, flexible spending accounts, health reimbursement account, and a 401(k) plan with a company match. Additionally, you'll have the benefit of working alongside enthusiastic and energetic teammates in a dynamic and thriving environment.

HSO is an Equal Opportunity Employer.

Seniority Level

Employment Type

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