Product Account Executive, Advisor I
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Job Description
Product Account Executive Advisor I driving revenue growth by managing product-focused sales activities. Collaborating with clients and stakeholders to align solutions with business goals.
Responsibilities:
- Manage a portfolio of assigned accounts and sales opportunities to generate revenue through product-led sales activity.
- Identify client needs, evaluate business requirements, and align solution recommendations to product capabilities and commercial objectives.
- Develop and deliver client presentations, proposals, and product positioning materials that support pipeline progression and deal closure.
- Partner with sales, product, implementation, and support teams to coordinate opportunity strategy, solution alignment, and client engagement activities.
- Maintain pipeline activity, account updates, and sales documentation in customer relationship management systems to support forecasting and reporting.
- Negotiate commercial terms within approved guidelines and support contract progression through internal review and approval processes.
- Track sales performance against assigned goals, monitor opportunity movement, and adjust outreach plans based on account activity and market conditions.
Requirements:
- 6+ years of experience in sales, account management, business development, or product solution selling within financial services, payments, software, or a related business-to-business environment.
- 6+ years of experience developing and managing client relationships, qualifying opportunities, and advancing deals through a defined sales process.
- Experience using customer relationship management platforms to maintain account records, manage pipeline activity, support forecasting, and document sales progression.
- Experience building proposals, presentations, and commercial materials for client-facing discussions and solution positioning.
- Bachelor's degree or higher in Business, Marketing, Finance, Communications, or a related field or equivalent combination of education, related experience and/or military experience.
Benefits:
- Fuel Your Life program to support your physical, financial, social, and emotional well-being.
- Paid holidays and generous time away policies.
- No-cost mental health support through Employee Assistance Programs.
- Living Proof program to recognize your peers’ extra effort with points redeemable for rewards.
- Eight Employee Resource Groups to foster a collaborative culture and expand your network.
- Unparalleled professional growth with training, development, and internal mobility opportunities.
- Medical, dental, vision, life, and disability insurance options available from day one.
- Retirement planning and discounted shares with the Employee Stock Purchase Plan.
- Tuition assistance and reimbursement program.
- Paid parental, caregiver, and military leave.
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