Strategic Account Executive - Financial Services Growth

GetJobSmart; Columbus (OH); On-site; USD 70,000 - 107,000; Full time

Benefits offered by this job

Health insurance

Retirement plan with employer matching

Paid time off

Job summary

Sterling Atlantic, based in Columbus, OH, is seeking an Account Executive to drive new business, manage client relationships, and grow revenue from the Columbus market. The role is full-time and office-based, with competitive salary and a comprehensive benefits package.

You will report to the sales leadership and collaborate across teams to deliver client satisfaction. The ideal candidate brings a 3–5 year track record in financial services sales, strong communication skills, and the ability to

Qualifications

• Bachelor's degree in Business, Finance, or related field
• 3–5 years in sales or account management in financial services
• Proven track record of sales and revenue growth
• Strong understanding of financial products and services
• Excellent communication and interpersonal skills
• Independent and team player
• Proficient in MS Office and CRM
• Valid driver's license and reliable transportation

Responsibilities

• Develop and maintain relationships with existing clients to ensure their continued satisfaction
• Identify and pursue new business opportunities through strategic sales efforts
• Drive revenue growth by exceeding sales targets and quotas
• Provide exceptional customer service and support to clients
• Collaborate with internal teams to ensure smooth and efficient operations
• Analyze market trends and industry developments to inform sales strategies
• Conduct market research to identify potential clients and business opportunities
• Prepare and present sales reports and forecasts to management

Skills

Sales experience

Account management

CRM software

Communication skills

Education

Bachelor's degree

Tools

MS Office Suite

CRM software

Job description

Sterling Atlantic, based in Columbus, OH, is seeking an Account Executive to drive new business, manage client relationships, and grow revenue from the Columbus market. The role is full-time and office-based, with competitive salary and a comprehensive benefits package.

You will report to the sales leadership and collaborate across teams to deliver client satisfaction. The ideal candidate brings a 3–5 year track record in financial services sales, strong communication skills, and the ability to