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LeadingResponse · 6 days ago

Account Executive - Financial Services

Tampa, FL

Full-time

Hybrid

Entry, Mid Level

2+ years exp

LeadingResponse is a performance marketing company that helps business professionals and corporate advertisers in various sectors. They are looking for an Account Executive to generate interest in their services through proactive outbound prospecting, engaging with clients, and driving revenue growth.

AdvertisingConsultingInformation TechnologyMarketingSoftware

Responsibilities

Generate annual recurring revenue (ARR), including both new and upsell business

Prospect and win new accounts, typically small to mid-sized financial firms

Self-source at least 3 opportunities each month

Contact company-supplied MQLs upon receipt and work with SDRs to engage prospective clients quickly

Work with our Corporate Sales Team to develop opportunities and accelerate revenue acquisition and growth

Use sales cadences within Salesforce.com to engage prospects by phone, email, and virtual meeting platforms

Utilize a proven, consultative sales process to assess business needs and product fit with both prospects and clients

Conduct quarterly business reviews (QBRs) with clients and introduce new ideas and upsell opportunities

Complete administrative tasks and necessary follow-ups required on client orders, collaborating with other departments to ensure orders are fulfilled to customer satisfaction

Investigate and resolve customer concerns

Collaborate with senior sales leadership to foster a culture of continuous process improvement

Perform other duties as assigned

Qualification

Sales experienceFinancial services knowledgeCRM proficiencyConsultative sales processMicrosoft OfficeBusiness acumenProfessional communicationClient relationship managementProblem-solving skillsTeam collaboration

Required

Bachelor's degree preferred

Minimum of two years of sales experience

Naturally curious and seeks to understand a client's situation and context

Possesses strong business acumen and has the ability to build a financial case with business owners, but the flexibility to shift to operational benefits with other stakeholders, e.g., marketing personnel

Conducts open-ended discovery that can run multiple paths

Knows how to communicate professionally by email, phone, and virtual platforms to run discovery sessions and present marketing solutions effectively

Can learn and implement industry and product information quickly

Demonstrates professional assertiveness to create and withstand construction tension and maintain equal status with buyers

Clear track record of achieving high-performance sales growth in business-to-business sales

Strong sense of urgency and ability to translate it into activity

Proficiency with Microsoft Office and CRM platforms, with Salesforce.com experience preferred

Ability to work in a hybrid work environment (both in office and work from home) and willingness to travel as needed