Commercial Account Executive

Forge National; Columbus (OH); On-site; USD 55,000 - 78,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Paid time off

Job summary

Forge National in Columbus, OH is seeking a Commercial Account Executive to build and maintain relationships with commercial clients and drive sales growth. This full-time role focuses on managing accounts, analyzing market trends, and delivering tailored financial solutions.

You will collaborate with a team of financial professionals in Columbus, leveraging your communication and CRM skills to exceed targets and provide exceptional service while supporting career development within a

Qualifications

• Bachelor’s degree in business, finance, or related field.
• Experience in sales or account management is preferred.
• Strong communication and interpersonal skills.
• Proficiency with Microsoft Office, especially Excel and PowerPoint.

Responsibilities

• Develop and maintain strong relationships with commercial clients.
• Drive sales growth by identifying opportunities and exceeding targets.
• Provide exceptional customer service and support.
• Manage the full sales cycle from prospecting to closing.
• Monitor client accounts and provide regular performance reports.
• Collaborate with cross-functional teams to ensure smooth operations.

Skills

Client relationships

Sales growth

Customer service

Full sales cycle

Accounts monitoring

Cross-functional teamwork

Education

Bachelor's degree

Tools

CRM systems

Excel

PowerPoint

Job description

Forge National, a key player in financial services, seeks a Commercial Account Executive in Columbus, OH. This full-time position offers a salary range of $55,000 to $78,383 per year.

In this role, you will develop and maintain client relationships, drive sales growth, and ensure customer satisfaction. You will also manage accounts, analyze market trends, and propose solutions to meet client needs.

You will collaborate with a diverse team of financial professionals in Columbus, Ohio, a city known for its rich history and vibrant culture. The workplace environment is professional and collaborative, fostering an atmosphere of mutual respect and open communication. Here, you will have the opportunity to grow both personally and professionally, with access to various training programs and resources. The team is dedicated to supporting your career development, ensuring you have the tools and guidance needed to succeed.

The annual salary range for this position is between $55,000 and $78,383, providing a competitive compensation package.

• Health insurance to cover medical expenses
• A retirement plan to help save for the future
• Paid time off for vacations, sick days, and personal leave

You should have a bachelor's degree in business, finance, or a related field, which typically involves coursework in accounting, economics, marketing, and management. Experience in sales or account management is preferred, where you would have developed skills in client relationship management, negotiation, and sales forecasting. Strong communication and interpersonal skills are essential, as you will need to effectively convey information to clients, colleagues, and stakeholders, and to build and maintain professional relationships. Additionally, proficiency in Microsoft Office Suite, particularly Excel and PowerPoint, is often required for data analysis and presentation purposes.

What You Will Do:

• Develop and maintain strong relationships with commercial clients.
• Drive sales growth by identifying opportunities and exceeding targets.
• Provide exceptional customer service and support.
• Manage the full sales cycle from prospecting to closing.
• Monitor client accounts and provide regular reports on performance.
• Collaborate with cross-functional teams to ensure smooth operations.

What You Bring:

• Bachelor's degree in Business, Marketing, or a related field.
• Proven experience in sales or account management, preferably in the financial services industry.
• Strong communication and negotiation skills.
• Excellent organizational and time management skills.
• Ability to work independently and as part of a team.
• Knowledge of CRM systems and sales tools.