Microsoft Financial Services Client Account Executive

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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 or Cloud services.
• Established experience and networks in banking, credit unions, capital markets, or insurance.
• Proven experience selling Enterprise Solutions in the Microsoft ecosystem.
• Demonstrated capability in closing technology sales as a Client Account Executive.
• Humble leader with strong communication, negotiation, and interpersonal skills.
• Direct Financial Services experience with an understanding of client business challenges.
• Detail-oriented with strong organizational and time-management skills.
• Ability to thrive in a dynamic environment and work with a team.
• Willingness to travel 30% or more.

Responsibilities:

• Build and maintain strong relationships with existing clients while seeking upsell opportunities.
• Position HSO effectively to identify and pursue new business opportunities.
• Manage all phases of client sales cycles, including contract renewals and negotiations.
• Advocate for clients, representing their needs and feedback for product improvements.
• Provide clients with insights on new Microsoft technologies relevant to their business.
• Develop strategic accounts, focusing on retention, satisfaction, and expansion.
• Utilize a consultative sales approach to solve client problems.
• Collaborate with sales and technical teams to enhance client technology tools.