Microsoft Financial Services Client Account Executive

Sales & Business Development

Full-time

Rolleneinführung

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

Qualifikationen

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

Vorteile & über 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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About HSOHSO Success and AmbitionHSO is a leading global provider of enterprise business solutions and a trusted Microsoft Solutions Partner. Founded in 1987, HSO delivers digital transformation through Microsoft Dynamics 365, Power Platform, Azure, and other Microsoft technologies, helping clients achieve sustainable success.We combine deep industry expertise with technological innovation to create long-term value for our clients across sectors such as Retail, Manufacturing, Professional Services, Financial Services, and Local Government.HSO has been voted in the UK’s Top 10 Best Large Companies to Work For for the last three years running and is proud to have been named D365 Finance Microsoft Partner of the Year and finalist for D365 Sales & Marketing.People join and stay at HSO because we care - about adding value to our customers, delivering what we promise, striving to improve ourselves, being inclusive, and having fun.The core values that enable us to work so well together also mean our customers want to work with us. We choose to be different from other Microsoft partners. Caring about our people, customers, and quality of work differentiates us. We always support our people and customers to achieve shared, agreed goals.PURPOSE OF THE ROLEThe Senior Business Development & Alliances Manager will be responsible for driving growth by strengthening and expanding HSO’s ecosystem relationships. While Microsoft is HSO’s most important partner, this role will also focus on developing strategic alliances with other technology providers, analysts, influencers, and venture capital firms to generate new opportunities, elevate HSO’s market presence, and deliver measurable revenue results.You will own the partner-driven sales pipeline, working closely with Microsoft and other partners at a senior level to identify, qualify, and close opportunities in collaboration with HSO’s industry and service line sales teams.REPORTING LINEThis role reports directly to the Sales Director or Managing Director, depending on region.JOB FUNCTIONStrategic Partnerships & Ecosystem Development Act as HSO’s senior representative in managing relationships with Microsoft, ensuring alignment with their sales priorities and strategic initiatives. Build and expand relationships with other technology partners, industry analysts, influencers, and venture capital firms to increase market visibility and create new business opportunities. Develop and execute joint go-to-market strategies and business plans with key partners. Leverage partner funding programs, co-sell opportunities, and joint marketing initiatives to maximize impact. Sales Pipeline & Revenue Generation Build, manage, and grow a qualified pipeline of opportunities originated through partner channels. Collaborate with HSO industry and service line sales teams to pursue and close deals. Take ownership of revenue targets associated with partner-sourced opportunities. Report regularly on pipeline development, deal progression, and performance against targets. Market Development & Thought Leadership Represent HSO at key industry events, partner forums, analyst briefings, and executive-level meetings. Identify opportunities to raise HSO’s profile within the Microsoft ecosystem and broader technology community. Monitor market trends, competitor activity, and partner strategies to ensure HSO remains a visible and trusted partner of choice.

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Gestalte mit uns, wie Technologie Unternehmen verändert – und deine Karriere gleich mit.  HSO gehört seit über 21 Jahren zum Microsoft Inner Circle – der exklusiven Top 1 % aller Partner weltweit – und wurde 26-mal als Microsoft Partner of the Year ausgezeichnet. Mit über 30 Jahren Erfahrung, 2.800 Mitarbeitenden aus 43 Nationen und 33 Standorten weltweit verbinden wir technologische Exzellenz mit tiefem Branchenverständnis.  Bei HSO arbeitest du an innovativen Projekten, direkt an der Schnittstelle zwischen Business und moderner Microsoft Cloud – von Dynamics über Azure bis hin zu Data & AI. Du willst nicht nur beraten, sondern gestalten? Dann werde Teil von HSO und bring dein Know-how dorthin, wo es zählt: in internationale Projekte, moderne Technologien und ein Team, das deinen Anspruch teilt, besser zu sein als gestern. Business Development: Durchführung von Erstgesprächen, Kurzpräsentationen und gezielten Business Development Aktivitäten bei Interessenten und Kunden Sales Funnel Management: Verantwortung für den Sales Funnel (Leads) in definierten Kunden-, Segment- oder Branchenbereichen Opportunity Management: Systematische Verfolgung von Leads und qualifizierten Opportunities bis hin zum Vertragsabschluss Workshops koordinieren: Unterstützung und Koordination von Workshops in Zusammenarbeit mit unserem Presales-Team Ganzheitliches Sales Management: Betreuung des gesamten Sales-Zyklus – von der Anbahnung über die Verhandlung bis hin zum erfolgreichen Abschluss, mit dem Ziel, langfristige Geschäftsbeziehungen zu fördern Prototyping und Analysephasen: Management von Prototypen-, Diagnosen- und Analysephasen (Plan of Approach) Angebotserstellung: Erstellung von Angeboten sowie Durchführung von Vertragsverhandlungen gemäß unseren Unternehmensstandards Repräsentation: Vertretung des Unternehmens auf Messen, Konferenzen und anderen Branchenveranstaltungen Marketing-Support: Aktive Unterstützung bei Verkaufs- und Marketingaktivitäten, um die Sichtbarkeit und den Erfolg des Unternehmens zu fördern

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LARGE ENOUGH TO SERVE, SMALL ENOUGH TO CARE

Unternehmenswerte

Wir bei HSO sind stolz darauf, so lokal wie möglich und so global wie nötig zu sein. Wir bieten Dir die Möglichkeit, Deine Karriere erfolgreich zu gestalten, ohne dein Privatleben zu beeinträchtigen. Wir investieren genauso viel in unsere Mitarbeiter wie in unsere Kunden und sind überzeugt, dass Dein Wissen und die Weiterentwicklung Deiner Talente entscheidend sind, um sowohl Erfolge für unsere Kunden als auch für Deine Karriere zu erzielen.

1
Collaborative
HSO fördert eine Unternehmenskultur der Zusammenarbeit und unterstützt ein kollaboratives, hybrides Arbeitsmodell, bei dem wir flexibel zusammenarbeiten. Wir nutzen Teamarbeit nicht nur, um Herausforderungen zu meistern, sondern auch, um den Erfolg anderer zu gewährleisten.
2
Ever-Evolving
Wir legen großen Wert darauf, immer zu lernen, uns weiterzuentwickeln und nicht auf der Stelle zu treten. HSO setzt sich für die kontinuierliche berufliche Entwicklung unserer Mitarbeiter ein. Das beginnt bei der Ausbildung und Zertifizierung unserer Berufseinsteiger und reicht bis hin zur Unterstützung erfahrener Fachkräfte bei der Neugestaltung ihrer Karriere, ihrer Rolle und ihrer Möglichkeiten bei HSO – immer im Einklang mit ihren unterschiedlichen Lebensphasen.
3
Value Driven
Unsere Werte und Kultur sprechen Menschen an, die mit leistungsorientierten Teams auf der ganzen Welt zusammenarbeiten wollen. Die Zusammenarbeit mit Kollegen und Kunden, die Experten auf ihrem Gebiet sind, bietet Dir eine außergewöhnliche Chance, Dein Wissen und Dein Talent ständig zu erweitern, schneller zu lernen und Deine Karriere weiter auszubauen. Wenn es Dir wichtig ist, Erfolge für Deine Karriere und Deine Kunden zu erzielen, dann befindest Du Dich in guter Gesellschaft.
4
Entrepreneurial
Bei HSO transformieren wir die Art und Weise, wie Menschen und Unternehmen arbeiten, um Ergebnisse für unsere Kunden zu erzielen. Das erfordert außergewöhnliche Spitzentechnologie, Wissen, Talent, Entschlossenheit und Unternehmergeist. Unsere Kultur und unsere Werte unterstützen unternehmerische Denkweisen und Standpunkten, bei denen Deine Stimme immer gehört und geschätzt wird. Es ist unsere Aufgabe, an jeder Stelle Lösungen zu finden, und wir arbeiten gerne mit Menschen zusammen, die bereit sind, neue Dinge auszuprobieren, sich auf Neues einzulassen und angemessene und kalkulierte Risiken einzugehen.

Microsoft Financial Services Client Account Executive

Rolleneinführung

Qualifikationen

Vorteile & über HSO

Jetzt bewerben!

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Unternehmenswerte

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Value Driven

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