Financial Services Client Executive

About This Role

This role drives strategic growth by delivering high-value solutions and services, focusing on generating product gross profit and expanding services revenue within a defined portfolio. The Financial Services Client Executive will orchestrate and manage large-scale programs across complex Financial Services enterprise environments.

Responsibilities

• Prioritize accounts and opportunities, evaluating customer relationships and competitive advantages
• Develop account strategies for long-term success, identifying measurable goals and contingency plans
• Conduct time-constrained discovery and needs assessment, uncovering opportunities and actively listening to stakeholders
• Engage in initial negotiations, developing options, establishing credibility, and validating interests
• Create compelling stories for customers, defining the reason, structuring narratives, and adapting presentations
• Facilitate discussions to raise awareness of unidentified needs, demonstrating relevance to business
• Establish credibility with executives by maximizing their time, tailoring approaches to their interests, and positioning as a trusted partner
• Increase awareness of CDW's value proposition and total portfolio across assigned accounts
• Consistently deliver specific Advanced Technology product GP and service revenue attainment
• Market and sell the entire portfolio of CDW core products and solutions with the inside Account manager sales force

Requirements

• Bachelor's Degree in Business, Finance, STEM related fields or equivalent practical experience
• 5+ years of experience in developing business strategy and execution for the Financial Services industry
• Strong analytical and problem-solving skills with experience in data modeling and forecasting
• Highly detail-oriented with the ability to handle multiple projects simultaneously in a fast-paced environment
• In-depth understanding of key technologies, including Cisco, Microsoft, IBM, EMC, and HP
• Exceptional verbal and written communication skills with ability to interact effectively with stakeholders at all levels
• Proven sales expertise with demonstrated ability to meet targets
• Strong strategic planning, time management, and organizational skills

Qualifications

• Bachelor’s Degree in Business, Finance, STEM related fields or equivalent practical experience
• Minimum of 5 years of experience in developing business strategy and execution for the Financial Services industry

Skills

* Required skills

Benefits