Client Executive, Managed Services (Financial Services)

Opportunities; United States; Remote; USD 140,000 - 200,000; Full time

Job summary

Presidio is seeking a Client Executive, Managed Services (Financial Services) to safeguard and grow recurring revenue across designated accounts. You will own renewals, drive Upsell/Cross-sell within cloud managed services, and expand cloud adoption in the Financial Services sector.

This role requires strategic account leadership and cross-functional collaboration to deliver measurable outcomes. You will lead quarterly business reviews, negotiate terms, and partner with OEMs and cloud providers

Qualifications

• 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 and growing existing business.
• Strong understanding of modern infrastructure, multi-cloud architecture (AWS, Azure), cybersecurity, and digital transformation solutions.
• Excellent 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.
• Travel up to 10-15% of the time to support customer, partner, and internal meetings.

Responsibilities

• Revenue Retention & Growth: Ensure timely contract renewals, drive expansion within existing accounts through upsell and cross-sell across the cloud managed and cloud services portfolio, and achieve revenue growth targets.
• Strategic Account Leadership: Lead proactive engagement with key stakeholders to secure renewals, conduct QBRs, manage negotiations, and coordinate internal teams for seamless delivery.
• Onboarding & Adoption: Oversee onboarding processes and drive adoption of Cloud Managed services to maximize value and consumption.
• Cross-Functional Leadership: Collaborate with Sales, Engineering, Operations, and Marketing on regional go-to-market strategies, and mentor peers.
• Market and Account Strategy: Conduct strategic account planning, build executive relationships, and stay current on industry trends to position Presidio as a market leader.

Skills

B2B sales

Sales leadership

Communication

Relationship-building

Financial modeling

Cross-functional

Travel readiness

Education

Bachelor’s degree

Job description

Client Executive, Managed Services (Financial Services)

Job Category: Sales

Requisition Number: CLIEN010221

• Posted : October 7, 2026
• Full-Time
• Remote

Locations

Showing 1 location

USA (Remote)

Description

Presidio, Where Teamwork and Innovation Shape the Future AtPresidio, we’re at the forefront of a global technology revolution, transforming industries throughcutting-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

• Ensuretimelycontract renewals tomaintainrecurring revenue streams and preventchurn.
• 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 byidentifyingand capitalizing on client needs and market trends.

Strategic Account Leadership

• Lead proactive engagement with key stakeholders to secure renewals andidentifygrowth opportunities.
• Conduct Quarterly Business Reviews (QBRs) toshowcaseROI, reinforce value, and position new offerings.
• Manage contract negotiations tooptimizeterms and ensure long-term client commitment.
• 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 toidentifywhitespace, new business opportunities, and new business through our partner channel as it relates to existing Managed Services clients.
• Build andmaintainstrong 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 existingbusiness.
• 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 fortravel10-15% of the time to support customer,partner, and internalmeetings.

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 sellingoutcome orientedsolutions.
• Bachelor’s degree in Business, Marketing, or related field (or equivalent experience).

Your future at PresidioJoiningPresidiomeans stepping into aculture of trailblazers—thinkers, builders, and collaborators—who push the boundaries of what’s possible. With our expertise inAI-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 ofGenerative AI, architecting resilientdigital ecosystems, or drivingdata-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 PresidioAt 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 .

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Applications will be accepted on a rolling basis.

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