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CDW · 11 hours ago

Financial Services Account Executive - Central Region

Virtual - Oklahoma

Full-time

Hybrid

Mid Level

$40K/yr - $56K/yr

3+ years exp

CDW is a leading multi-brand provider of information technology solutions, seeking a Financial Services Account Executive to drive sales in a specialized portfolio of clients. The role involves collaborating with internal and external stakeholders to offer strategic solutions while managing relationships with key decision-makers.

AnalyticsArtificial Intelligence (AI)Cyber SecurityGraphic DesignHardwareInformation TechnologySoftware

Responsibilities

Develop and execute sales strategies to drive revenue growth and expand the client base, focusing on both new and existing accounts

Cultivate and maintain strong relationships with key decision-makers within customer organizations, often at the senior and C-level

Leverage consultative sales techniques to assess client needs and propose comprehensive solutions, including cross-selling CDW’s products and services

Prioritizing Accounts and Opportunities: Independently assess our book of business using key criteria such as customer potential, competitive advantage, relationship depth, and strategic alignment. Work with sales leadership to balance short-term targets with long-term growth potential, identifying underpenetrated areas within key accounts

Developing an Account Strategy: Execute account strategies by setting clear objectives, aligning with customer priorities, and identifying tactical plays. Collaborate with solution architects and principal AEs to develop scalable plans that anticipate risk and include measurable success metrics

Time-Constrained Discovery: Lead discovery conversations by identifying key business needs, defining success criteria, and gathering relevant insights. Must articulate the value of discovery, actively listening to the stakeholder's input, and respecting time constraints to ensure productive and respectful interactions

Aligning to the Customer’s Buying Cycle: Guide your customers through the buying cycle by understanding internal processes, and timeline constraints, augmenting your approach as needed. As a consultant, you will maintain forward momentum while addressing risks and objections collaboratively

Conveying Value: Build credibility through subject matter knowledge, account insight, and personalized solution positioning. Be able to connect customer centric outcomes with CDW’s capabilities. Validate mutual business understanding, defining affected priorities, engaging in discussions about the value of the offering, and establishing clear impact measurement metrics

Managing Stakeholders: Proactively engage across organizations. Tailor your communications based on role, and responsibility while balancing stakeholder and seller interests, re-validating stakeholder interests, tailoring the value message to individual stakeholders, and collaboratively co-creating a solution are essential steps for building meaningful and successful relationships

Qualification

Financial Services SalesAccount ManagementConsultative SalesSales Strategy DevelopmentStakeholder ManagementTechnical KnowledgeStrategic PlanningVerbal CommunicationWritten CommunicationTime ManagementOrganizational Skills