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The Financial Services Client Executive is responsible for driving strategic growth through the delivery of high-value solutions and services, with a core focus on generating product gross profit (GP) and expanding services revenue within a defined portfolio. This role requires a highly technical professional with a consultative selling approach, capable of orchestrating and managing large-scale programs across complex Financial Services enterprise environments. As a trusted advisor to executive stakeholders, you will promote products and services to support complex AI-driven transformation journeys. Leveraging your deep technical expertise and industry insight, you will design and tailor cross-functional service solutions that align with the client’s strategic objectives. By working collaboratively across practice areas, you will craft innovative, outcome-driven programs that enable sustainable business impact. In this highly visible and influential position, you will lead sales engagements, identify expanded opportunities, shape strategic roadmaps, and ensure successful solution delivery that fosters long-term partnerships and client success.
Job Responsibility:
Prioritizing Accounts and Opportunities
Developing an Account Strategy
Time-Constrained Discovery
Initial Negotiation
Creating a Story to Share with a Customer
Raising Awareness of an Unidentified Need
Establishing Credibility with an Executive
Increased 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
Minimum of 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 but not limited to Cisco, Microsoft, IBM, EMC, and HP, as well as competitive equivalents
Exceptional verbal and written communication skills, with the ability to engage effectively with stakeholders at all levels
Proven sales expertise, with a demonstrated ability to meet targets and inspire enthusiasm in the sales process
Strong strategic planning, time management, and organizational skills, with a keen attention to detail
What we offer:
Uncapped commission subject to terms and conditions of plan