Financial Relationship Manager

Essential Duties:

•Owns the account strategy and sales opportunities
•Drives upsell into the customer
•Develops Relationships with CXOs and understands customer’s strategic direction
•Monitors for major changes (CXO change, expansion or contraction of business etc.).
•Focused on entire IT opportunity
•Identifies opportunities to bring in specialists to expand the relationship
•Works with Finance/SEs/ Specialists on Opportunities
•Owns increasing sales and revenue on the account
•Assists customers with expanding existing business
•Works with support teams to resolve business issues on existing service or open orders
•Owns renewing expiring services

Basic Qualifications:

•Minimum of 3 years of outside Business to Business technology sales experience in ‘named’ accounts
•Minimum of 2 years in Hosting, Cloud, sales or related high tech industry
•Proficiency with the MS Applications Suite of products; Excel and PowerPoint
•Demonstrated success in selling IT Infrastructure Services/ Outsourcing
•Demonstrated success in selling to Financial Services or Banking clients
•C-level contacts at major financial institutions based in the USA
•Consultative selling experience and training

Candidate Profile:
•Exudes high level of personal enthusiasm, energy and drive
•Opportunistic by nature
•Thrives on the quest for new business deals
•Adaptable and flexible
•Enjoys solving problems and keeps long term goals in mind throughout process
•Creative Problem solver


Bachelor's degree preferred
•Technical sales certifications (VCP, Cisco, etc.) preferred
•Consultative or solutions selling training (Miller Heiman, Sandler, etc.)

*This position description is not designed contain a comprehensive list of activities, duties or responsibilities that are required of the employee.

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