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 • 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, 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 • Utilize a consultative sales approach to solve client problems and position the value of HSO • Work 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 propose 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.. • 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 • 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 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 • 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.

Requirements