The Financial Services Client Account Executive is responsible for managing client relationships, upselling and cross-selling services, ensuring client satisfaction, and executing sales strategies within the Microsoft ecosystem.
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.
#LI-BD2
#LI-REMOTE
Top Skills
Cloud
Microsoft Business Applications
Similar Jobs
Artificial Intelligence • Cloud • Information Technology • Machine Learning • Software • Big Data Analytics • Automation
The Principal Compensation Partner will design, implement, and evaluate global compensation programs, collaborating with senior leadership and HR to ensure competitiveness and alignment with business goals.
Top Skills:
AIAutomation ToolsHrisReporting ToolsWorkday Hcm
Artificial Intelligence • eCommerce • Information Technology • Internet of Things • Automation
The Operations Analyst performs technical tasks for managed services, ensuring service delivery, analyzing data, and collaborating with customers and internal teams.
Top Skills:
DhcpDnsMS OfficeNimsoft Unified ManagementSciencelogicServicenowTcp/Ip
Artificial Intelligence • eCommerce • Information Technology • Internet of Things • Automation
The Practice VP, AWS Sales will lead the revenue lifecycle, drive growth, manage AWS partnerships, and develop a sales strategy while ensuring alignment across teams.
Top Skills:
AIAWSDevOps
What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories
