Financial Services Client Executive
Qualifications
Experience Level: Senior Level
- 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
Full Job Description
CDW, a premier multi-brand provider of information technology solutions, seeks a strategic Financial Services Client Executive to spearhead growth in the Central Region. This role focuses on delivering high-value solutions and services, particularly supporting complex AI-driven transformation journeys within the financial services sector. Responsibilities include account prioritization, developing long-term account strategies, conducting time-constrained discovery and needs assessments, performing initial negotiations, crafting compelling customer narratives, raising awareness of unidentified needs, building executive credibility, and driving awareness of CDW's comprehensive value proposition. The ideal candidate will consistently achieve advanced technology product gross profit and service revenue targets, while effectively marketing CDW's full portfolio in collaboration with inside sales teams.
Company
CDW
CDW empowers individuals and organizations to achieve remarkable feats through innovative technology solutions.