Strategic Portfolio Exec, FinServ IT Solutions

Milestone Technologies, Inc. (Corporate); United States; Remote; USD 150,000 - 210,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401(k) with company match

Paid time off & holidays

Job summary

Milestone Technologies, Inc. is seeking an experienced Strategic Portfolio Executive focused on Financial Services. You will own account strategy, build pipelines, and close high-value IT managed and professional service deals.

You will engage with C-suite stakeholders and drive cross-functional collaboration across Delivery, Finance, and Talent Acquisition to realize growth. You will need a proven 10+ year sales track record, with at least half in managed services, and demonstrable success

Qualifications

• 10+ years of sales performance with half in managed services
• Proven track record selling into fintech/financial services
• Experience closing enterprise deals and managing complex sales cycles
• Ability to develop client sponsorship and address budgets and decision criteria

Responsibilities

• Sell IT managed and professional services across multiple service lines
• Build and manage pipeline; drive opportunities to close exceeding targets
• Serve as trusted adviser to C-suite and business leaders
• Lead cross-functional coordination with Delivery, Finance, and Legal teams
• Maintain CRM updates and adherence to internal sales processes
• Develop account plans with mapping and addressable market analyses
• Represent Milestone services clearly to executives across regions and functions

Skills

Sales leadership

Strategic account management

Fintech/financial services sales

CRM tools

Cross-functional collaboration

Negotiation

Communication

Tools

CRM systems (Salesforce)

Job description

Milestone Technologies, Inc. is seeking an experienced Strategic Portfolio Executive focused on Financial Services. You will own account strategy, build pipelines, and close high-value IT managed and professional service deals.

You will engage with C-suite stakeholders and drive cross-functional collaboration across Delivery, Finance, and Talent Acquisition to realize growth. You will need a proven 10+ year sales track record, with at least half in managed services, and demonstrable success