Client Value Executive – Financial Services, Contact Center Solutions

This is a fully remote position, open to applicants in Illinois, +1 more state.

📋 Description

• Oversee and expand a strategic portfolio of Financial Services clients.

• Develop robust client relationships while addressing day-to-day client requirements.

• Safeguard and maintain existing revenue by comprehending client priorities, challenges, and opportunities.

• Discover growth prospects within current accounts.

• Collaborate with Sales and internal account teams to strengthen relationships and generate additional revenue.

• Facilitate Quarterly Business Reviews, ongoing education, and thought leadership regarding Contact Center solutions.

• Organize cross-functional teams to address service, billing, technology, product, and delivery concerns.

• Keep Salesforce documentation updated, including renewal forecasting and account planning.

• Remain informed about trends in Financial Services, emerging technologies, and competitors.

• Report directly to the Sales Director.

⛳️ Requirements

• Minimum of 5 years of experience in selling or supporting consultative solutions within a technical, complex, and fast-paced environment.

• Experience managing the complete sales cycle from identifying client needs to closing and implementation.

• Demonstrated success in retaining and growing a client portfolio.

• Strong skills in consultative account management and sales.

• Excellent client relationship, negotiation, presentation, and project management abilities.

• Capacity to effectively communicate intricate technical concepts.

• Highly collaborative, inquisitive, and results-oriented.

• Ability to unite internal teams, resolve client challenges, and drive innovative solutions.

• Experience in Contact Center and data is a significant advantage.

• Proficient in Microsoft Office Suite, Salesforce, and financial, usage, and reporting tools.

• Must be authorized to work full-time in the United States without current or future employer sponsorship.

🏝️ Benefits

• Immediate medical, dental, and vision coverage from day one.

• Options for supplemental plans.

• Health Savings Account (HSA) and Flexible Spending Account (FSA) availability.

• Company-funded basic life and Accidental Death & Dismemberment (AD&D) insurance.

• Optional voluntary life and AD&D insurance.

• Short-term and long-term disability insurance.

• Legal plan services.

• Pet insurance options.

• Coverage for travel accidents.

• Adoption assistance programs.

• Fertility planning benefits.

• Support for caregivers.

• Dependent Care FSA with potential employer matching.

• Complimentary Care@Work membership.

• Up to 12 weeks of paid parental leave with eligibility for gradual return.

• 401(k) plan with employer matching contributions.

• Employee Stock Purchase Plan (ESPP).

• Resources for financial wellness.

• Career coaching services.

• Optional long-term care insurance.

• Tuition reimbursement for further education.

• Flexible time off for exempt employees or paid time off for non-exempt employees.

• Up to 12 paid holidays annually.

• Commuter benefits available.

• Discounts for employees.

• Charitable gift matching opportunities.

• Paid volunteer time off.

• Corporate volunteer events organized.

• 24/7 access to professional therapy, coaching, and emotional well-being support.

• Guided meditation and resources for physical, mental, social, and financial wellness.