Financial Services Client Executive - Wyoming

Only for registered members Wyoming, United States

4 weeks ago

Default job background
Full time $50,000 - $80,000 (USD)

Job summary

The Financial Services Client Executive is responsible for driving strategic growth through the delivery of high-value solutions and services with a core focus on generating product gross profit (GP) and expanding services revenue within a defined portfolio.

Bullet points:

  • Prioritizing Accounts and Opportunities: strategize account management identifying criteria for prioritizing accounts evaluating the depth of customer relationships assessing the competitive advantages of winning each account gauging the overall potential of an account striking a balance between allocating time for short term gains and long-term impact.
  • Developing an Account Strategy: create an account objective identify measurable goals contingency plans align stakeholder values to offering expand opportunities in the account.
  • Achieving Objectives through Effective Storytelling: define reason skillfully structuring narratives maintain balanced flow information avoiding overwhelming details considering timing when stories are shared being adaptable way stories presented to effectively engage connect audience.

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