Strategic Client Executive, Financial Services - SF Bay Area

Covestic Inc; San Francisco, Northern (CA, KY); Hybrid; USD 180,000 - 240,000; Full time

Job summary

Milestone Technologies in the San Francisco Bay Area is seeking an experienced Client Executive to drive growth for our financial services clients. You will own account strategy, build your pipeline, and lead multi-disciplinary efforts with service delivery, finance, and leadership.

The role requires 8+ years of sales/account management, a proven record closing enterprise deals, and strong relationships with CIOs and business leaders.

Qualifications

• 8+ years in sales/account management with IT services experience
• Proven track record closing high-revenue enterprise deals in financial services
• Strong ability to engage C-suite and cross-functional teams
• Based in the San Francisco Bay Area or willing to relocate to SF Bay Area

Responsibilities

• Own account strategy and sales pursuits to accelerate growth for financial services clients
• Build and manage your own pipeline and drive opportunities to meet/exceed sales targets
• Represent Milestone’s services clearly to business leaders at multiple levels, including C-Suite
• Collaborate with delivery, finance, talent acquisition, and executive management to win and deliver

Skills

Sales

Account management

IT services

Financial services experience

Enterprise deals

Tools

CRM tools

Prospecting tools

Job description

Milestone Technologies in the San Francisco Bay Area is seeking an experienced Client Executive to drive growth for our financial services clients. You will own account strategy, build your pipeline, and lead multi-disciplinary efforts with service delivery, finance, and leadership.

The role requires 8+ years of sales/account management, a proven record closing enterprise deals, and strong relationships with CIOs and business leaders.