Remote Account Executive - Financial Services Solutions

John M. Floyd & Associates, Inc.; Houston (TX); On-site; USD 80,000 - 140,000; Full time

Benefits offered by this job

Health, Dental, and Vision Insurance –

401(k) with Employer Contribution

Open Paid Time Off

Professional Growth Opportunities

Collaborative Culture

Job summary

ADVANTAGE is seeking an experienced Account Executive to generate new business for ADVANTAGE Direct, a communications engine enabling banks and credit unions to deliver timely, targeted messages via email, direct mail, and SMS.

You will own the full sales cycle—from prospecting and discovery to solution presentation, proposal development, negotiation, and close. A strong background in direct mail or multichannel communications and banking industry insight is preferred.

Qualifications

• Three or more years of quota-carrying, full-cycle B2B sales experience.
• Experience with prospecting, discovery, presentations, proposal development, negotiation, and closing.
• Background in selling direct mail, email, SMS, print services, or related solutions is strongly preferred.
• Prior experience selling to financial institutions such as banks or credit unions is preferred.
• Familiarity with financial institution marketing, operations, or compliance is beneficial.

Responsibilities

• Build and maintain a qualified pipeline through outbound prospecting, referrals, networking, and industry relationships.
• Manage direct mail campaigns end-to-end: setup, scheduling, execution, and tracking.
• Communicate campaign details, timelines, data requirements, and status updates with clients.
• Review and segment mailing lists for accuracy and compliance.
• Coordinate production schedules and deployment timelines.
• Collaborate with vendors and internal teams to resolve data or timing issues.
• Track campaign volumes, costs, and performance by client and month.
• Reconcile billing and invoicing related to direct mail activity.
• Create spreadsheets and pivot tables for reporting and forecasting.
• Identify errors or trends and recommend improvements.
• Support ad hoc analyses and special projects.

Skills

Quota-carrying sales

Full-cycle sales

Prospecting

CRM proficiency

Direct mail

Multichannel communications

Client engagement

Remote selling

Organizational skills

Microsoft Office

Self-motivation

Education

Bachelor's degree

Job description

ADVANTAGE is seeking an experienced Account Executive to generate new business for ADVANTAGE Direct, a communications engine enabling banks and credit unions to deliver timely, targeted messages via email, direct mail, and SMS.

You will own the full sales cycle—from prospecting and discovery to solution presentation, proposal development, negotiation, and close. A strong background in direct mail or multichannel communications and banking industry insight is preferred.