Account Executive - Financial Services

Job Summary

Driving new client acquisition and account growth, the full-time Account Executive - Financial Services will engage with financial services firms to develop tailored gifting and merchandise programs while working remotely.

Key responsibilities

• Identify and engage new business opportunities within the financial services sector using consultative sales techniques
• Serve as the primary relationship owner for newly acquired clients, ensuring satisfaction and account expansion
• Stay informed on industry trends and competitor offerings to drive business development efforts

Required qualifications

• Deep experience within fintech or the broader financial services sector, including sales or business development
• An existing network and credibility within financial services, comfortable engaging senior stakeholders
• Proven track record of building and growing client relationships while meeting revenue targets
• Strong consultative selling skills with the ability to deliver tailored solutions
• Proficient in CRM software and highly organized with strategic thinking abilities