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SalesPermanentNew York, US

Account Executive

Account Executive role at a mid-sized financial services company in New York, owning a territory and closing new clients from prospecting to signature.

About the role

A role like this is open right now in New York, at a mid-sized financial services company. You will own a defined territory and win new clients, building a repeatable pipeline and taking deals from first conversation through to close. The company wants someone who also feeds client feedback back to the team.

What you'll do

  • Own a defined territory and generate a repeatable pipeline
  • Win new clients through prospecting, tailored demonstrations and pilots
  • Negotiate and close new business
  • Develop account plans and keep CRM records and forecasts accurate
  • Coordinate with internal teams through onboarding and share client feedback and process improvements

What you bring

  • Experience prospecting and closing new business in a quota-carrying sales role
  • Comfort running tailored demonstrations and pilots with prospects
  • Strong negotiation skills
  • Discipline in maintaining CRM records and forecasts
  • A collaborative approach with onboarding and internal teams

Details

  • Location: New York, United States
  • Type: Full-time

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