Account Executive - Client Growth in Financial Services

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 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.