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Microsoft Financial Services Client Account Executive

location icon Florida, United States

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
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Publication date: 2024-02-13
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