Client Executive, Managed Services (Financial Services)

Presidio, Inc.; New York (NY); On-site; USD 110,000 - 160,000; Full time

Job summary

Presidio is seeking a Client Executive for Renew and Expand to protect and grow recurring revenue within key financial services accounts. You’ll drive renewals, upsell and cross-sell opportunities, and expand cloud service adoption by collaborating with stakeholders, OEMs, and partners.

A strategic, client-centric leader will align efforts across Sales, Engineering, Operations, and Marketing to deliver measurable outcomes.

Qualifications

• 7–10+ years of progressive B2B sales experience within ITManaged Services, Cloud, or tech solutions.
• Proven track record meeting/exceeding sales quotas with renewals and expansions.
• Strong understanding of multi-cloud architectures (AWS/Azure), cybersecurity, and digital transformation.

Responsibilities

• Manage renewals and upsell/cross-sell within assigned accounts to grow recurring revenue.
• Lead quarterly business reviews, negotiate contracts, and align with partner strategies.
• Coordinate with cross-functional teams to ensure customer success and adoption of cloud services.

Skills

B2B sales

Account management

Cloud services

Multi-cloud

Contract negotiations

Stakeholder management

Education

Bachelor's degree

Tools

CRM systems

Salesforce

Job description

Presidio, Where Teamwork and Innovation Shape the Future

At Presidio, we're at the forefront of a global technology revolution, transforming industries through cutting-edge digital solutions and next-generation AI. We empower businesses-and their customers-to achieve more through innovation, automation, and intelligent insights.

The Role

The Client Executive, MS Renew and Expand plays a critical role in safeguarding and growing recurring revenue streams within assigned customer accounts. This position is focused on maximizing client lifetime value by ensuring contract renewals, driving upsell and cross-sell opportunities and expanding the adoption of cloud services in the Financial Services market. This role requires a strategic approach to account management, proactive engagement with key stakeholders, and alignment with OEM and partner strategies to deliver measurable business outcomes. Success in this position is defined by consistent revenue retention, accelerated growth, and deep client relationships that foster long-term loyalty.

Key Responsibilities

Revenue Retention & Growth

• Ensure timely contract renewals to maintain recurring revenue streams and prevent churn.
• Drive expansion within existing accounts through upsell and cross-sell. opportunities across the cloud managed and cloud services portfolio.
• Achieve and exceed revenue growth targets by identifying and capitalizing on client needs and market trends.

Strategic Account Leadership

• Lead proactive engagement with key stakeholders to secure renewals and identify growth opportunities.
• Conduct Quarterly Business Reviews (QBRs) to showcase ROI, reinforce value, and position new offerings.
• Manage contract negotiations to optimize terms and ensure long-term client commitment.

Collaboration & Execution

• Serve as the primary internal owner for revenue outcomes within assigned accounts for all managed and cloud managed services offerings.
• Coordinate cross-functional teams, including Customer Experience Managers, to deliver seamless client experiences that drive retention and growth.

Onboarding & Adoption

• Oversee onboarding processes to accelerate time-to-value and set the foundation for success and expansion.
• Drive adoption of Cloud Managed services post onboarding to ensure clients realize full value and increase consumption.

Cross-Functional Leadership

• Collaborate closely with internal stakeholders across Sales, Engineering, Operations, and Marketing to execute regional go-to-market strategies.
• Act as a regional leader within the Managed Services Sales organization – coaching peers informally, sharing best practices, and helping shape future offerings and strategies.
• Participate in quarterly business reviews, pipeline reviews, and cross-departmental strategy sessions to help refine Presidio's approach to Managed Services sales.

Market and Account Strategy

• Conduct strategic account planning to identify whitespace, new business opportunities, and new business through our partner channel as it relates to existing Managed Services clients.
• Build and maintain strong executive-level relationships within client organizations.
• Stay current on industry trends, competitor activities, and evolving customer demands to position Presidio as a market leader.

Qualifications

Required:

• Minimum 7-10 years of progressive B2B sales experience, ideally within IT Managed Services, Cloud, or Technology Solutions industries.
• Proven success meeting or exceeding annual sales quotas with a focus on new growing existing business.
• Strong understanding of modern infrastructure, multi-cloud architecture (AWS, Azure), cybersecurity, and digital transformation solutions.
• Exceptional communication, presentation, and relationship-building skills with both business and technical stakeholders.
• Strong business acumen, analytical thinking, and financial modeling capabilities.
• Demonstrated ability to lead cross-functional initiatives and influence without formal authority.
• Potential for travel 10-15% of the time to support customer, partner, and internal meetings.

Preferred:

• Prior experience with enterprise-level managed services engagements or recurring revenue models.
• Familiarity with Presidio's ecosystem of OEMs and cloud providers (e.g., Cisco, Dell, AWS, Microsoft, VMware, etc.).
• Experience selling outcome oriented solutions.
• Bachelor's degree in Business, Marketing, or related field (or equivalent experience).

Your future at Presidio

Joining Presidio means stepping into a culture of trailblazers-thinkers, builders, and collaborators-who push the boundaries of what's possible. With our expertise in AI-driven analytics, cloud solutions, cybersecurity, and next-gen infrastructure, we enable businesses to stay ahead in an ever-evolving digital world.

Here, your impact is real. Whether you're harnessing the power of Generative AI, architecting resilient digital ecosystems, or driving data-driven transformation, you'll be part of a team that is shaping the future.

Ready to innovate? Let's redefine what's next - together.

About Presidio

At Presidio, speed and quality meet technology and innovation. Presidio is a trusted ally for organizations across industries with a decades-long history of building traditional IT foundations and deep expertise in AI and automation, security, networking, digital transformation, and cloud computing. Presidio fills gaps, removes hurdles, optimizes costs, and reduces risk. Presidio's expert technical team develops custom applications, provides managed services, enables actionable data insights and builds forward-thinking solutions that drive strategic outcomes for clients globally. For more information, visit www.presidio.com.

Presidio has a strong commitment to the community we serve and our employees. As an Equal Opportunity Employer, we strive to have a workforce that includes the community we serve.

Presidio is an Equal Opportunity Employer Disability/Vets. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.

The "Know Your Rights" Poster is available here: https://www.eeoc.gov/poster

Presidio's EEO Policy Statement is available here: https://www.presidio.com/careers

Presidio is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an email to [e-mail] and let us know the nature of your request and your contact information.

Presidio is a VEVRAA Federal Contractor requesting priority referrals of protected veterans for its openings. State Employment Services, please provide priority referrals to [e-mail].

Notice to Massachusetts Candidates: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.