Account Executive

Meridian National Partners; United States; Remote; USD 60,000 - 83,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Professional development opportunities

Job summary

Meridian National Partners is seeking a full-time Account Executive to work remotely from the United States. You will build and maintain client relationships, manage accounts, and drive business growth through sales and marketing initiatives.

The role allows for nationwide collaboration with a Chicago-based team and flexible remote work. Responsibilities include client meetings, account management, and contributing to growth strategies.

Qualifications

• Must have experience building and maintaining client relationships.
• Proven ability to drive sales and manage accounts.
• Strong analytical skills and financial acumen.

Responsibilities

• Build and maintain client relationships and renewals.
• Manage accounts and ensure client satisfaction.
• Contribute to sales activities and marketing initiatives.
• Prepare reports and provide insights to support decisions.

Skills

Client relationships

Sales

Account management

Communication skills

Analytical skills

Education

Bachelor's degree in finance or accounting

Tools

Excel

SQL

Financial modeling software

Job description

Meridian National Partners, a financial services company specializing in investment banking and wealth management, is seeking a full-time Account Executive to work remotely. This role involves building and maintaining client relationships, managing accounts, and driving business growth through sales and marketing initiatives.

As an Account Executive, you will be responsible for ensuring client satisfaction, managing accounts, and participating in sales activities and marketing initiatives. Your day-to-day tasks will include client meetings, account management, and contributing to the company's business growth strategies.

You will be part of a dynamic team based in Chicago, IL, collaborating with colleagues nationwide to deliver exceptional service and achieve business objectives. The remote work environment allows for flexibility while maintaining strong team collaboration.

The compensation for this role ranges from $60,000 to $82,660 per year, with benefits that may include health insurance, retirement plans, and possibly other perks such as professional development opportunities or flexible work arrangements. This position offers a attractive compensation and the opportunity to work in a dynamic financial services environment, where you would be responsible for tasks such as analyzing financial data, creating reports, and providing insights to support business decisions. You would use tools like Excel, SQL, and financial modeling software to perform these tasks. The workplace is likely to be a modern office with a collaborative atmosphere, encouraging teamwork and innovation. Requirements for this role typically include a bachelor's degree in finance, accounting, or a related field, along with relevant work experience in financial analysis or a similar role. Strong analytical skills and proficiency in financial software are also essential.

To be successful in this role, you should have a proven track record in sales or account management, strong communication skills, and the ability to build and maintain client relationships. Experience in financial services is preferred, and a bachelor's degree is required.

Building and maintaining client relationships, managing accounts, driving sales activities, and participating in marketing initiatives. Proven track record in sales or account management, strong communication skills, ability to build and maintain client relationships, and experience in financial services is preferred.