Microsoft Financial Services Client Account Executive

Sales & Business Development

Full-time

Rolleneinführung

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
Use your skills as a storyteller to effectively 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, working closely with CFOs or inside sales rep, 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
Believe in truth, utilizing a consultative sales approach to solve client problems and position the value of HSO
Not use hope as a strategy; working 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 use a 'growth mindset' in proposing 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…

Commanding a room and 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, committing to learning in an ever-evolving industry
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

Qualifikationen

Degree in Business, Computer Science, Finance, or a related discipline or equivalent education
4+ years of experience in cross-selling and upselling Microsoft Business Applications and/or Cloud or related services
Established experience and networks in banking, credit unions, capital markets, and/or insurance
Established prior sales experience selling Enterprise Solutions in the Microsoft ecosystem
Proven experience in closing business for business applications/technology sales as a Client Account Executive
Humble leader with excellent communication, negotiation, and interpersonal skills
Direct Financial Services experience, with the ability to understand and articulate clients' unique business challenges and propose relevant solutions
Detail-oriented with strong organizational and time-management skills
Ability to thrive in a dynamic and entrepreneurial environment and to work with a team
Ability to travel 30% or more

Vorteile & über HSO

We offer competitive pay with and 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.

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Microsoft Financial Services Client Account Executive

Rolleneinführung

Qualifikationen

Vorteile & über HSO

Jetzt bewerben!

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