Commercial Account Executive

Cascade National Solutions; Philadelphia (Philadelphia County); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health insurance

401(k)

Pension options

Tuition reimbursement

Online courses

Job summary

Cascade National Solutions in Philadelphia, PA, is seeking a Commercial Account Executive to manage client relationships, develop tailored financial solutions, and drive company growth. This full-time role offers a negotiable salary and comprehensive benefits.

You will lead client meetings, discuss financial strategy, monitor performance, and collaborate with a dedicated team to deliver results in a fast-paced environment.

Qualifications

• Bachelor's degree in Business, Finance, Marketing, or related field.
• Minimum of 3 years of experience in sales, account management, or a similar role within financial services.
• Proven track record of meeting and exceeding sales targets and revenue goals.
• Excellent communication and interpersonal skills with clients and colleagues.

Responsibilities

• Develop and maintain relationships with existing and potential clients to drive sales and revenue growth.
• Identify and pursue new business opportunities through proactive outreach and strategic partnerships.
• Provide exceptional customer service and support to clients, addressing their needs and concerns promptly and effectively.
• Monitor client accounts and provide regular updates on their financial performance and progress.
• Collaborate with internal teams to ensure seamless execution of client projects and initiatives.
• Stay informed about industry trends, market developments, and competitive landscapes to inform strategic decision-making.
• Contribute to the development and implementation of sales and marketing strategies to drive business growth.

Skills

Client relationship management

Negotiation

Sales strategy

Communication

Education

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

Tools

Excel

Outlook

Job description

Cascade National Solutions, a financial services firm in Philadelphia, PA, seeks a Commercial Account Executive. This full-time role offers a negotiable salary and is open until November 23, 2026.

You’ll manage client relationships, develop tailored financial solutions, and drive company growth. Tasks include client meetings, financial strategy discussions, and performance tracking.

Work with a dedicated team in a dynamic environment. The office is located in Philadelphia, PA, fostering a collaborative atmosphere.

The salary for this position is negotiable, taking into account the candidate's experience and qualifications. In addition to the competitive base salary, employees can benefit from comprehensive health insurance plans that cover a wide range of medical services. The company also offers robust retirement plans, including 401(k) contributions and pension options, to help employees save for their future. Furthermore, professional development opportunities are available, such as tuition reimbursement and access to online courses and workshops, to support employees' career growth and advancement within the organization.

Requirements include a bachelor's degree in finance, business, or related field. Experience in financial services or client relations is preferred. Strong communication and negotiation skills are essential.

Duties:

• Develop and maintain relationships with existing and potential clients to drive sales and revenue growth.
• Identify and pursue new business opportunities through proactive outreach and strategic partnerships.
• Provide exceptional customer service and support to clients, addressing their needs and concerns promptly and effectively.
• Monitor client accounts and provide regular updates on their financial performance and progress.
• Collaborate with internal teams to ensure seamless execution of client projects and initiatives.
• Stay informed about industry trends, market developments, and competitive landscapes to inform strategic decision-making.
• Contribute to the development and implementation of sales and marketing strategies to drive business growth.

Requirements:

• Bachelor's degree in Business, Finance, Marketing, or a related field.
• Minimum of 3 years of experience in sales, account management, or a similar role within the financial services industry.
• Proven track record of meeting and exceeding sales targets and revenue goals.
• Excellent communication and interpersonal skills, with the ability to build and maintain strong relationships with clients and colleagues.
• Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
• Proficiency in Microsoft Office Suite, particularly Excel and Outlook.
• Knowledge of financial services products and industry trends is a plus.