Commercial Account Executive

Birch South Partners; Louisville (KY); On-site; USD 55,000 - 78,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Professional development opportunities

Job summary

Birch South Partners in Louisville, KY seeks a Commercial Account Executive for a full-time role. You will build and maintain client relationships, drive sales growth, and ensure service quality across financial services clients.

Responsibilities include prospecting for new business, presenting tailored solutions, negotiating contracts, and managing the full sales cycle from first contact to onboarding, while collaborating with sales, marketing, and customer service teams.

Qualifications

• Bachelor's degree in business, finance, or related field.
• Minimum of 3 years of experience in sales or account management within the financial services industry.
• Strong communication and interpersonal skills.

Responsibilities

• Build and maintain strong relationships with existing clients and prospects in the financial services industry.
• Identify new business opportunities and develop strategies to increase sales and revenue.
• Provide exceptional customer service and support to clients, addressing their needs and concerns.
• Manage the full sales cycle, from initial contact to closing deals and onboarding new clients.
• Collaborate with internal teams to ensure seamless delivery of products and services to clients.
• Monitor client performance and provide regular reports to senior management.

Education

Bachelor's degree in Business, Finance, Marketing, or related field

Tools

CRM systems

Job description

Birch South Partners seeks a Commercial Account Executive in Louisville, KY for a full-time position. You'll develop and maintain client relationships, drive sales growth, and ensure client satisfaction. Salary ranges from $55,000 to $77,963.

Daily tasks include prospecting for new business opportunities, presenting tailored solutions to meet client needs, negotiating contracts to ensure favorable terms, and monitoring client accounts to maintain service quality. You'll also provide exceptional customer service and support to clients, addressing their concerns promptly and effectively, and ensuring their satisfaction with the services provided. Additionally, you may be responsible for maintaining accurate records of client interactions and transactions, and collaborating with internal teams to ensure seamless service delivery.

In Louisville, KY, you'll have the opportunity to work alongside a team of dedicated financial professionals in a fast-paced and dynamic environment. This role involves close collaboration with various departments, including sales, marketing, and customer service, to ensure that all teams are aligned and working towards the same company goals. You'll be an integral part of a cohesive team, contributing your expertise and ideas to drive the organization forward. The city of Louisville offers a rich cultural scene, with numerous museums, parks, and events that provide a balanced lifestyle. The financial industry in Louisville is robust, with a strong presence of banks, insurance companies, and other financial institutions, offering ample opportunities for professional growth and development.

The compensation package for this role typically ranges from $55,000 to $77,963 as a base salary, with the potential for additional earnings through bonuses and commissions. These financial incentives are designed to reward performance and drive results. In addition to the salary, employees may be eligible for a comprehensive benefits package, which often includes health insurance to cover medical expenses, retirement plans to help save for the future, and opportunities for professional development to enhance skills and advance in their careers. These benefits are tailored to support the overall well-being and growth of the employees.

Requirements include a bachelor's degree in business, finance, or related field. Previous experience in sales or account management is preferred. Strong communication and interpersonal skills are essential.

Build and maintain strong relationships with existing clients and prospects in the financial services industryIdentify new business opportunities and develop strategies to increase sales and revenueProvide exceptional customer service and support to clients, addressing their needs and concerns promptlyManage the full sales cycle, from initial contact to closing deals and onboarding new clientsCollaborate with internal teams to ensure seamless delivery of products and services to clientsMonitor client performance and provide regular reports to senior managementStay up-to-date with industry trends and best practices to drive continuous improvementBachelor's degree in Business, Finance, Marketing, or a related fieldMinimum of 3 years of experience in sales, account management, or a similar role within the financial services industryProven track record of meeting and exceeding sales targetsExcellent communication and interpersonal skills, with the ability to build strong client relationshipsStrong organizational and time management skills, with the ability to handle multiple tasks and prioritiesProficiency in sales tools and technologies, such as CRM systemsKnowledge of financial products and services is a plus