Client Development Executive

Client Development Executive

The Client Development Executive will identify, target, and develop qualified prospects for product and service opportunities within the financial services market. This role will help execute and manage direct marketing product campaigns to build a consistent pipeline of highly qualified prospects. The CDE role is an instrumental part of our sales organization and will be a key member as we look to grow market share, brand recognition, and achieve industry best-of-breed.

This role is appropriate for candidates with a sufficient technical background for selling and managing technology products, services, and solutions. People skills, client development, creativity in shaping offers, attention to detail, professional persistence, and a self-driven approach are essential traits for a successful Client Development Executive.

Location: Virtual home office role with a preference for US territory locations; East Coast (New England, Mid-Atlantic, South East), and South West.

Responsibilities include:

  • Prospect Development: Execute and manage prospect nurturing campaign programs to accelerate prospect movement through the sales cycle. Responsible for identifying, sourcing, and maintaining a steady flow of companies and contact information within the Financial Services Industry.
  • Direct Marketing: Deliver creative product offerings and collateral to build and nurture identified prospects through the sales pipeline through direct marketing techniques.
  • Business Analysis and Development: Leverage market trends and analysis to manage strategic sales motions alongside transactional, high-volume opportunities to continuously target qualified opportunities that will surpass sales quotas and goals.
  • CRM Maintenance: Continuous management, analysis, and meticulous upkeeping to the customer database to support accurate and viable marketing efforts and campaigns.
  • Product Knowledge: Become the Subject Matter Expert of Quavo’s products and develop an in-depth knowledge to help partner with and guide our clients by bringing insight to the customer and challenging their way of thinking. Accelerate the value of our products by supporting and working alongside clients to develop and deliver their process transformation.
  • Client Journey: Be the consultant who does not quit. Work with clients as the expert to collaborate and define goals, develop success criteria and strategy to ensure the organization perception of value leads to implementation, adoption, and expansion.
  • Emotional Intelligence: Ensure client relationship success by utilizing sales empathy tactics to build trust and value with multiple contacts at various ranks within an organization.
  • Territory and Assigned Quota: Maintain accurate and up-to-date forecasting and pipeline management. Exceed quotas using a formal understanding of Consultative Product/Solution Selling.

Required Qualification:

  • Bachelor’s Degree in Business Administration, Marketing, Sales Leadership or related field of study or equivalent industry experience with proven success track record.
  • 3+ years of experience prospecting and managing a designated territory to maximize revenue growth.
  • 3+ years of in-depth knowledge and experience in lead-generation and direct marketing.
  • 3-5 years of expertise utilizing tools and sources such as Zoominfo, LinkedIn, Google, and Industry/other forms of media sources.
  • 3+ years of experience using Zoho CRM or similar CRM tool(s).
  • Excellent written and verbal communication, interpersonal, and organizational skills.
  • High energy and self-motivated, able to prioritize and manage multiple client accounts and deliverables.
  • Aptitude to learn quickly, problem-solve, and manage multiple priorities.
  • Ability to collaborate and build rapport with the management and sales teams.
  • Proficiency in Microsoft office suite.
  • Flexibility to travel up to 60% with varying degrees of urgency (within one weeks’ notice).

Preferred Qualification:

  • 3+ years SaaS full sales cycle experience in Fintech with documented success and surpassed quotas.
  • 3+ years of account management selling directly to financial service clients with a preference to Banking.
  • 3+ years of account analysis and investigation to uncover, up-sell, and cross-sell opportunities within an existing sales engagement by leveraging relationships and expertise across multiple departments.
  • Bi-Lingual

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