Client Executive, Managed Services – Financial Services

This is a fully remote position, open to applicants in United States.

📋 Description

• Ensure timely renewal of contracts to sustain recurring revenue and minimize churn.

• Drive opportunities for upselling and cross-selling within the cloud managed and cloud services portfolio.

• Meet and surpass revenue growth objectives by recognizing client needs and market dynamics.

• Proactively engage with key stakeholders to secure renewals and uncover growth opportunities.

• Conduct Quarterly Business Reviews to demonstrate ROI, reinforce value, and position new offerings.

• Manage contract negotiations to enhance terms and ensure long-term commitment from clients.

• Own revenue outcomes within designated accounts for managed and cloud managed services offerings.

• Coordinate cross-functional teams to deliver client experiences that foster retention and growth.

• Oversee onboarding processes to expedite time-to-value and lay a foundation for success and expansion.

• Promote the adoption of Cloud Managed services following onboarding.

• Collaborate with Sales, Engineering, Operations, and Marketing on regional go-to-market strategies.

• Informally coach peers, share best practices, and contribute to the development of future offerings and strategies.

• Engage in business reviews, pipeline assessments, and cross-departmental strategy meetings.

• Conduct strategic account planning to identify whitespace and new business opportunities through partner channels.

• Build and nurture executive-level client relationships.

• Monitor industry trends, competitor activities, and changing customer demands.

⛳️ Requirements

• A minimum of 7–10 years of progressive B2B sales experience, preferably within IT Managed Services, Cloud, or Technology Solutions sectors.

• Proven track record of meeting or exceeding annual sales targets, with an emphasis on expanding existing business.

• Strong understanding of modern infrastructure, multi-cloud architecture (AWS, Azure), cybersecurity, and digital transformation solutions.

• Exceptional communication, presentation, and relationship-building skills with both business and technical stakeholders.

• Strong business acumen, analytical thinking, and financial modeling abilities.

• Demonstrated capability to lead cross-functional initiatives and influence without formal authority.

• Willingness to travel 10–15% of the time.

• Prior experience with enterprise-level managed services engagements or recurring revenue models is preferred.

• Familiarity with Presidio’s ecosystem of OEMs and cloud providers, such as Cisco, Dell, AWS, Microsoft, and VMware is preferred.

• Experience in selling outcome-oriented solutions is preferred.

• Bachelor’s degree in Business, Marketing, or a related field, or equivalent experience is preferred.

🏝️ Benefits

• Remote work arrangement.

• Equal opportunity employment.

• Reasonable accommodations for individuals with disabilities.

• Priority referral consideration for protected veterans.