Job description

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

Requirements

• 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

Benefits

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 the company

HSO is your Business Transformation Partner with deep industry
expertise and global reach.

As an industry first Gold Certified Microsoft Partner, HSO has the industry knowledge, experience and solutions you need to grow and lead in your market. HSO offers global delivery capabilities and worldwide 24/7 support from our dedicated Microsoft practices in more than 36 offices across the Americas, Europe, and Asia.

What sets HSO apart? – HSO Innovation and Academy

HSO Innovation helps to fill business process and technology gaps in Microsoft Dynamics 365 and offers new business applications, improved processes and industry driven best practices to assist our clients in becoming digital leaders in their industry.

HSO Academy is an integral part of the HSO culture for the further development, continuous improvement and certification of HSO employees. We invest in our people with ongoing training programs, delivering the most impact to your business.

Founded in 1987 and recognized as a trusted advisor, HSO is one of the world’s top business solution and implementation partners, large enough to serve, small enough to care.