Account Executive

Willow East Partners; Dallas (TX); On-site; USD 90,000 - 133,000; Full time

Benefits offered by this job

Health insurance

Retirement plan with employer match

Tuition reimbursement

Job summary

Willow East Partners in Dallas, TX seeks an Account Executive for a full-time role to manage client relationships and drive business growth, with a focus on client acquisition, retention and satisfaction. Applicants should have a bachelor's degree in business, finance, or related field and at least 3 years in sales or account management within financial services.

Strong communication and negotiation skills are essential.

Qualifications

• Manage and grow existing client accounts and identify opportunities for increased revenue.
• Build strong client relationships to ensure needs are met.
• Develop and present sales proposals and marketing materials to clients.
• Provide regular reports on account performance.

Responsibilities

• Manage and grow existing client accounts by identifying opportunities for increased revenue and service offerings.
• Build and maintain strong relationships with clients to ensure their needs are met and exceeded.
• Develop and present compelling sales proposals and marketing materials to potential clients.
• Monitor account performance and provide regular reports to senior management.
• Collaborate with cross-functional teams to ensure seamless service delivery.
• Stay up-to-date with industry trends and best practices to drive continuous improvement.
• Attend and participate in client meetings, conferences, and networking events as required.
• Provide exceptional customer service and support to clients and internal teams.
• Bachelor's degree in Business, Marketing, or a related field.
• Minimum of 3 years of experience in account management, sales, or a similar role within the financial services industry.
• Proven track record of achieving sales targets and growing client accounts.
• Excellent communication and interpersonal skills with the ability to build and maintain strong relationships.
• Strong organizational and time management skills with the ability to prioritize and manage multiple tasks.
• Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
• Knowledge of financial services and products is a plusAbility to work independently and as part of a team in a fast-paced environment.

Skills

Client relationship management

Negotiation

Communication

Sales

Team collaboration

Time management

Education

Bachelor's degree in Business, Finance, or related field

Tools

Excel

PowerPoint

Job description

Willow East Partners, a financial services firm in Dallas, TX, seeks an Account Executive for a FULL_TIME position. The role involves managing client relationships and driving business growth. The salary range is $90,000 - $133,388.

The Account Executive will manage client relationships, deliver exceptional service, and contribute to business growth. Tasks include client acquisition, retention, and satisfaction. The role requires strong communication and negotiation skills.

The Account Executive will work in a collaborative environment with the team in Dallas, TX. The workplace is professional and supportive, offering opportunities for growth.

The salary range for this position is between $90,000 and $133,388 per year, which is competitive within the industry. In addition to the base salary, employees are offered comprehensive health insurance coverage that includes medical, dental, and vision plans. The company also provides a retirement plan with a generous employer match, allowing employees to save for their future. Furthermore, professional development opportunities are available, such as tuition reimbursement for further education or certifications, and access to workshops and training programs to enhance skills and knowledge in the field.

The candidate should have a bachelor's degree in business, finance, or related field. Experience in sales or account management is required. Strong communication and negotiation skills are essential.

• Manage and grow existing client accounts by identifying opportunities for increased revenue and service offerings
• Build and maintain strong relationships with clients to ensure their needs are met and exceeded
• Develop and present compelling sales proposals and marketing materials to potential clients
• Monitor account performance and provide regular reports to senior management
• Collaborate with cross-functional teams to ensure seamless service delivery
• Stay up-to-date with industry trends and best practices to drive continuous improvement
• Attend and participate in client meetings, conferences, and networking events as required
• Provide exceptional customer service and support to clients and internal teams
• Bachelor's degree in Business, Marketing, or a related field
• Minimum of 3 years of experience in account management, sales, or a similar role within the financial services industry
• Proven track record of achieving sales targets and growing client accounts
• Excellent communication and interpersonal skills with the ability to build and maintain strong relationships
• Strong organizational and time management skills with the ability to prioritize and manage multiple tasks
• Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint
• Knowledge of financial services and products is a plusAbility to work independently and as part of a team in a fast-paced environment