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Microsoft Financial Services Client Account Executive

United States

476 Days ago

Job Description


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

    Requirements

    • 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

    Benefits

    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.

    #LI-BD2

    #LI-REMOTE

    Qualification

    Bachelor's Degree

    Key Skills Required

    NetworkingSalesAccountsArticulateClosing BusinessCommunicationCompetitive LandscapeComputer ScienceCustomer SatisfactionDisciplineDriving New BusinessEcosystemEnergeticFinanceFinancial ServicesGrowth MindsetHumbleInside SalesInsuranceInterpersonal SkillsLasting RelationshipsLearningLoyaltyManagementMicrosoft EcosystemReimbursementRelated ServicesSales KnowledgeScienceStrategyTechnology SalesUpselling

    Job Overview


    Job Function: Other

    Job Type: Full Time

    Workplace Type: Remote

    Experience Level: Mid-Senior level

    Salary: Competitive & Based on Experience

    Experience: 4 - 5 yrs

    Contact Information


    Company Name: HSO

    Recruiting People: HR Department

    Website: https://www.hso.com/

    Location

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