Life at HSO
Sean Platt
Head of Pre-Sales & Service Delivery
Microsoft Financial Services Client Account Executive
US
Sales & Business Development
Full-time
Role introduction
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
- 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, 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
- Utilize a consultative sales approach to solve client problems and position the value of HSO
- Work 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 propose 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…
- 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
- 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
Qualifications
- 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 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
- 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
Benefits & about HSO
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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LARGE ENOUGH TO SERVE, SMALL ENOUGH TO CARE
Why work at HSO?
At HSO we take pride in being large enough to serve, but small enough to care. We are uniquely positioned to empower you to transform your career without compromising your life and we take pride in investing as much in our people as we do in our clients.
- 1
Collaborative
At HSO we enjoy a culture of collaboration and support and a collaborative hybrid working model where we team flexibly with purpose at the heart of our working arrangements. We use teamwork not just to meet challenges, but to also promote one another’s success.
- 2
Ever-Evolving
We believe strongly in our values of always learning, always evolving and not standing still. HSO is dedicated to the ongoing professional development of people starting with the training and certification of our early career starters through to supporting senior experienced professionals.
- 3
Value Driven
Our values and culture are attractive to people who want to work with value-driven teams around the world. Collaborating with colleagues and clients who are experts in their field provides an exceptional opportunity in your career to be continuously upskilling and expanding your knowledge and talent for accelerated learning and career progression.
- 4
Entrepreneurial
At HSO we transform the way in which people work and how businesses operate to get results for our clients. This takes exceptional cutting-edge technology, knowledge, talent, determination and entrepreneurial spirit. Our culture and values support entrepreneurial mindsets and attitudes where your voice will always be heard.