Account Executive – Financial Services

 Avtex - Company site
 December 3, 2021
The Financial Services Account Executive (AE) is responsible for generating business revenue through the acquisition of new FI clients. Deliver on revenue target quotas on a quarterly basis with new logo and conversion revenue accountabilities.


  • Utilizes prospecting skills to identify financial services clients and generate new logo revenue.  This includes but is not limited to industry networking with partners and contacts, conducting industry research, mining social media and applying technology and solution-oriented product knowledge to identify strategic sales opportunities and generate new business.
  • Conducts opportunity assessments of client base and sales territory to proactively understand new client needs and develop in-depth account plans to meet quarterly revenue targets.
  • Uses client, prospect, and partner feedback to implement a strategy to expand product opportunities within account base. Maximizes the total value of solutions sold through deeper penetration of accounts, actively using all appropriate resources to win additional business; land and expand.
  • Works collaboratively with sales leadership, sales engineering, consulting, POD SMEs and others to build interactive components and presentations which outline features, benefits and unique selling points to the prospect to include SOW and RFPs which fall within established margin requirements.
  • Develops strong relationships with other business units and partners to include Genesys and Microsoft Sales representatives to create joint target account strategies and corresponding marketing activities, which result in new business opportunities.
  • Works closely with Project Management and Practice Teams to ensure successful post sales implementation and contractual fulfillment.
  • Collaborates with Client Success Managers (CSM) to ensure a high degree of client satisfaction with products and services.
  • Ensure requested weekly pipeline hygiene is followed and project timelines are met.
  • Maintain acute business acumen when interacting with internal and external peers, to include partners and customers.
  • Travels as needed to maximize growth and revenue, while adhering to all Avtex travel policies and requirements.
  • Requirements

  • Bachelor’s degree in business or related field preferred.
  • Minimum of 5 years related experience in selling and positioning technology products and software solutions in a high touch, consultative selling environment.
  • Minimum of 5+ years of experience in CCaaS or Cloud sales experience.
  • Minimum of 3+ years of selling in the financial services industry.
  • Strong technical knowledge of contact center technology including dialers, ACDs, IVRs, WFO and multi-channel.
  • Strong account planning and management skills, including mature negotiation skills.
  • Demonstrated ability to communicate, present and influence credibly and effectively at all levels of the organization, including executive and C-level.
  • Experience in delivering client-focused solutions based on customer needs.
  • Ability to discuss, understand, and work within complex projects and processes.
  • Proven ability to manage multiple projects at a time while paying strict attention to detail.
  • Excellent listening, negotiation, and presentation skills.
  • Excellent verbal and written communications skills.
  • Must be self-directed and self-motivated.
  • Strong organizational and time-management skills.
  • Ability to coordinate and orchestrate both internal and customer meeting preparation and planning.
  • Working at Avtex
    At Avtex, we’ve worked hard to create a culture that promotes teamwork, creativity and an effective balance between work and the life outside of it. We are committed to attracting the best and brightest, retaining the best and brightest and building an enviable culture. In short, we want our employee experience to inspire people.
    Do you want to be inspired in your workplace? We’re always looking for talented people to join our team!