As an Account Executive, you will act as a hunter, focused on prospecting and closing B2B clients. Sales efforts will focus on cold-calling, warm leads provided by our inside sales team, webinars, trade shows, relationship selling, and similar outbound sales efforts. You will be responsible for building strong relationships with prospects, clients, and channel partners to gain testimonials and referrals with prospects. This position will require knowledge of sophisticated financial services and products, and the ability to present a complex product in a coherent and simplified way.
In this role, you will: