Account Executive

Placements24; Cape Town; On-site; ZAR 600,000 - 900,000; Full time

Benefits offered by this job

Company car or car allowance

Health and retirement benefits

Generous leave policy

Professional development

Job summary

Placements24 in Cape Town seeks an Account Executive to manage and grow a client portfolio in the financial services sector. You will nurture existing relationships and secure new business opportunities, driving revenue growth and market leadership.

The role requires a track record of exceeding sales targets, strategic account planning, and collaboration with product and support teams to deliver tailored financial solutions.

Qualifications

• 5–7 years of proven experience in B2B sales with account management focus.
• Proven track record of meeting or exceeding sales quotas.
• Strong negotiation, communication, and presentation skills.
• Understanding of financial services products and regulations.

Responsibilities

• Develop and execute account plans to grow revenue and expand relationships.
• Identify and pursue new business opportunities within assigned territories.
• Conduct needs analysis and present tailored financial solutions.
• Negotiate deals and close complex contracts with key stakeholders.
• Maintain relationships with senior executives and ensure service excellence.

Skills

Account management

B2B sales

Negotiation

Communication

Presentation skills

Strategic thinking

Sales analytics

Education

Bachelor's degree in Finance

Bachelor's degree in Business Administration

MBA (advantage)

Tools

Salesforce

CRM analytics tools

Job description

About the Role

Our client, a prominent player in the financial services sector, is actively searching for a seasoned and ambitious Account Executive to manage and expand their client portfolio in the vibrant city of Cape Town . This role is critical for driving revenue growth by nurturing existing client relationships and securing new business opportunities. The ideal candidate will possess a strong understanding of the financial services landscape, a demonstrable history of exceeding sales targets, and a client-centric approach to business development. You will be responsible for developing and executing strategic account plans, building strong rapport with key stakeholders, and presenting tailored solutions that meet evolving client needs. This is an exceptional opportunity for a driven sales professional to advance their career with a reputable organization, playing a pivotal role in maintaining and enhancing our client's market leadership. You will work independently and collaboratively to achieve ambitious sales objectives.

Key Responsibilities

• Develop and implement strategic account management plans to achieve sales objectives and expand existing client relationships.
• Identify and pursue new business opportunities within assigned territories and target industries.
• Conduct in-depth needs analysis with prospective and existing clients to understand their financial goals and challenges.
• Present and articulate the value proposition of our client's comprehensive suite of financial products and services.
• Negotiate and close complex deals, ensuring favorable terms for both the client and our client.
• Build and maintain strong, long-lasting relationships with key decision-makers and influencers at client organizations.
• Collaborate with internal teams, including product development and client support, to ensure seamless service delivery.
• Prepare and deliver compelling sales presentations and proposals.
• Track and manage sales pipeline activities, forecasts, and performance metrics within the CRM system.
• Stay abreast of market trends, competitor activities, and regulatory changes within the financial services industry in Cape Town and beyond.
• Achieve and consistently exceed annual sales revenue targets.

Requirements

• A minimum of 5-7 years of proven experience in B2B sales, with a strong focus on account management and new business acquisition, preferably within the financial services industry.
• Demonstrable track record of consistently meeting or exceeding sales quotas.
• Excellent negotiation, communication, and presentation skills.
• Strong understanding of financial markets, investment products, and related regulations.
• Proven ability to build and maintain relationships with senior-level executives.
• Proficiency in CRM software (e.g., Salesforce) and sales analytics tools.
• Strategic thinking and planning capabilities.
• Self-motivated, proactive, and results-oriented.
• Ability to work independently and manage a complex sales cycle.
• Bachelor's degree in Finance, Business Administration, Marketing, or a related field is required; an MBA or relevant professional certifications are a significant advantage.

Benefits

• Highly competitive salary and performance-based bonus structure.
• Comprehensive health, dental, and retirement benefits package.
• Company car or car allowance.
• Generous vacation and sick leave policy.
• Ongoing professional development and training opportunities.
• Opportunities for career progression into senior leadership roles.
• A collaborative and high-performance work environment.
• The chance to represent a leading brand in the financial services sector in Cape Town .