Microsoft Financial Services Client Account Executive

As a Financial Services Client Account Executive you can expect to… 

• Build and maintain strong relationships with existing HSO clients while actively seeking opportunities to upsell and cross-sell additional services
• Use your skills as a storyteller to effectively position HSO in identifying new opportunities for upselling additional services and solutions to existing Financial Services clients in the Microsoft ecosystem
• Develop and manage all phases of the existing client sales cycle including managing contract renewals and negotiation terms to maximize client retention
• Advocate for clients or serve as an Executive Sponsor, working closely with CFOs or inside sales rep, representing their needs and feedback to inform product and service improvements
• Provide clients with insights on new Microsoft technologies and updates that can benefit their business or solve unique Financial Services industry client problems that position the value of HSO
• Develop strategic accounts and execute sales strategies that prioritize client retention, customer satisfaction, and the expansion of existing accounts
• Believe in truth, utilizing a consultative sales approach to solve client problems and position the value of HSO
• Not use hope as a strategy; working proactively and independently as a hunter within existing clients, developing relationships, driving new business by demonstrating how HSO can continue to meet our clients' business needs
• Collaborate with sales and technical teams to use a 'growth mindset' in proposing enhancements or expansions to clients' current technology tools and environments
• Utilize your previous Microsoft and Financial Services experience to manage and grow existing client accounts
  
  
• You’re great at…
• Commanding a room and serving as the main point of contact for assigned clients, fostering strong and lasting relationships
• Identifying Financial Services industry trends, competitor activities, and market changes, committing to learning in an ever-evolving industry
• Building and maintaining strong relationships with existing Financial Services clients to understand their business challenges, goals, and objectives, and align HSO offerings to meet their needs
• Identifying new business opportunities within existing clients, proactively generate leads through various methods, including internal networking, referrals, or client loyalty
• Monitoring and proactively addressing any issues or concerns, working closely with internal teams to resolve challenges promptly, ensuring satisfaction with the products or services
• Manage contract renewals and negotiate terms to maximize client retention
• Regularly communicate with clients to provide updates, share insights, and leverage your sales knowledge of existing Microsoft solutions aligned to Financial Services industry to effectively position HSO
• Preparing and delivering regular reports on account status, including key performance indicators and milestones
• Staying updated on the latest trends, advancements, and competitive landscape within both the Microsoft ecosystem and Financial Services industry

• Degree in Business, Computer Science, Finance, or a related discipline or equivalent education
• 4+ years of experience in cross-selling and upselling Microsoft Business Applications and/or Cloud or related services
• Established experience and networks in banking, credit unions, capital markets, and/or insurance
• Established prior sales experience selling Enterprise Solutions in the Microsoft ecosystem
• Proven experience in closing business for business applications/technology sales as a Client Account Executive
• Humble leader with excellent communication, negotiation, and interpersonal skills
• Direct Financial Services experience, with the ability to understand and articulate clients' unique business challenges and propose relevant solutions
• Detail-oriented with strong organizational and time-management skills
• Ability to thrive in a dynamic and entrepreneurial environment and to work with a team
• Ability to travel 30% or more

We offer competitive pay with and performance-based bonus. Our employees also enjoy generous paid time off and a flexible and affordable benefits program designed to help you be and stay well, including: medical, dental & vision coverage, flexible spending accounts, health reimbursement account, and a 401(k) plan with a company match. Additionally, you’ll have the benefit of working alongside enthusiastic and energetic teammates in a dynamic and thriving environment.

HSO is an Equal Opportunity Employer.

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