Strategic Account Executive — Financial Services

Cliff Wisteria Group; Milwaukee (WI); On-site; USD 122,000 - 141,000; Full time

Job summary

Cliff Wisteria Group in Milwaukee, WI is seeking a motivated Account Executive to drive client success and business growth. This full-time role centers on managing client relationships, developing sales strategies, and ensuring client satisfaction.

You will prospect new clients, negotiate contracts, and collaborate with a local team. A bachelor’s degree in business or finance and a proven sales record in financial services are preferred; compensation includes a competitive package with benefits.

Qualifications

• Bachelor's degree in business, finance, or a related field is required.
• Strong background in sales and client relationship management.
• Experience in the financial services industry is a plus.

Responsibilities

• Managing client relationships
• Developing sales strategies
• Ensuring client satisfaction
• Prospecting new clients
• Negotiating contracts
• Providing exceptional customer service

Skills

Client relationships

Sales strategy

Customer service

Prospecting

Contract negotiation

Sales targets

Education

Bachelor's degree in business/finance

Job description

Cliff Wisteria Group in Milwaukee, WI is seeking a motivated Account Executive to drive client success and business growth. This full-time role centers on managing client relationships, developing sales strategies, and ensuring client satisfaction.

You will prospect new clients, negotiate contracts, and collaborate with a local team. A bachelor’s degree in business or finance and a proven sales record in financial services are preferred; compensation includes a competitive package with benefits.