Professional Services Sales Executive, IT Services and Consulting - Oaks - SEI Investments

    SEI Investments
    SEI Investments Oaks

    3 days ago

    Description

    Professional Services Sales Executive Role

    We are seeking a strategic thinker and relationship builder to drive new client engagement across banking, wealth management, and asset management sectors. The ideal candidate will be passionate about helping clients achieve technological and operational transformation through tailored data-driven strategies.

    This is an excellent opportunity for someone who can articulate complex service offerings in client-centric language. The role will work cross-functionally with enterprise sales teams, solution consultants, marketing, and the broader Professional Services organization.

    • Drive territory growth through lead generation activities across the US, UK, and other targeted regions in collaboration with Professional Services consultants and enterprise sales teams.
    • Maintain accurate records of interactions and pipeline status in CRM while collaborating with marketing to optimize lead generation strategies.

    The successful candidate will have a proven track record of successful proactive lead generation and sales experience within the financial services industry. They must possess strong consultative selling skills along with excellent communication skills including face-to-face presentations phone email social media time-management organizational skills adaptability ability to thrive in fast-paced environments maintain confidentiality embody SEI Values courage integrity inclusion connection fun)


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