Fast Facts
The Financial Services Client Executive at CDW will drive strategic growth and manage high-value solutions in the Northeast Region, focusing on AI-driven transformation for Financial Services clients.
Responsibilities: Key responsibilities include developing account strategies, prioritizing accounts, facilitating negotiations, and creating impactful stories to engage customers while driving product gross profit and expanding service revenue.
Skills: Candidates must possess strong analytical and problem-solving skills, proficiency in key technologies like Cisco and Microsoft, and exceptional communication skills to engage effectively with executive stakeholders.
Qualifications: A Bachelor’s degree in Business, Finance or a STEM-related field and a minimum of 5 years of relevant experience in the Financial Services industry are required.
Location: This position is based in McLean, Virginia, USA, and is not remote.
Compensation: $50000 - $80000 / Annually
Description
At CDW, we make it happen, together. Trust, connection, and commitment are at the heart of how we work together to deliver for our customers. It’s why we’re coworkers, not just employees. Coworkers who genuinely believe in supporting our customers and one another. We collectively forge our path forward with a level of commitment that speaks to who we are and where we’re headed. We’re proud to share our story and Make Amazing Happen at CDW.
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. This role requires a highly technical professional with a consultative selling approach, capable of orchestrating and managing large-scale programs across complex Financial Services enterprise environments.
As a trusted advisor to executive stakeholders, you will promote products and services to support complex AI-driven transformation journeys. Leveraging your deep technical expertise and industry insight, you will design and tailor cross-functional service solutions that align with the client’s strategic objectives. By working collaboratively across practice areas, you will craft innovative, outcome-driven programs that enable sustainable business impact. In this highly visible and influential position, you will lead sales engagements, identify expanded opportunities, shape strategic roadmaps, and ensure successful solution delivery that fosters long-term partnerships and client success.
We are currently pipelining talent for the Northeast Region in anticipation of future needs.
What you will do:
- Prioritizing Accounts and Opportunities: When strategizing 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, and striking a balance between allocating time for short term gains and long-term impact.
- Developing an Account Strategy: Supporting the strategy for long-term success, creating an account objective, identifying measurable goals and contingency plans, aligning stakeholder values to offering and expanding opportunities in the account.
- Time-Constrained Discovery: In the process of discovery and needs assessment, identifying unique needs, uncovering opportunities, effectively communicating the importance of the discovery phase, actively listening to the stakeholder's input, and respecting time constraints to ensure productive and respectful interactions.
- Initial Negotiation: In the negotiation process, developing options, establishing credibility with the customer, setting the negotiations tone, asking questions to validate interests, including multiple negotiation variables, and identifying relevant stakeholders to achieve successful outcomes.
- Creating a Story to Share with a Customer: In the art of storytelling, defining the reason for the story, skillfully structuring narratives, maintaining a balanced flow of information, avoiding overwhelming details, considering the timing when stories are shared, and being adaptable in the way stories are presented to effectively engage and connect with an audience.
- Raising Awareness of an Unidentified Need: Facilitating discussions by carefully timing the conversation, applying suitable techniques, demonstrating the relevance of the need, and connecting the discussion to tangible business to enhance communication and collaboration in various contexts.
- Establishing Credibility with an Executive: To effectively engage with executives, prioritizing maximizing their time by focusing on results and opportunities that matter most to them. Tailoring your approach to their interests, taking actions that enhance your credibility, and positioning yourself as a trusted partner and advisor in pursuit of shared goals.
- Increased awareness of CDW's value proposition and total portfolio across assigned accounts.
- Consistently deliver specific Advanced Technology product GP and service revenue attainment.
- Market and sell the entire portfolio of CDW core products and solutions with the inside Account manager sales force.
What we expect from you:
- Bachelor’s Degree in Business, Finance, STEM related fields or equivalent practical experience
- Minimum of 5 years of experience in developing business strategy and execution for the Financial Services industry
- Strong analytical and problem-solving skills with experience in data modeling and forecasting.
- Highly detail-oriented with the ability to handle multiple projects simultaneously in a fast-paced environment.
- In-depth understanding of key technologies, including but not limited to Cisco, Microsoft, IBM, EMC, and HP, as well as competitive equivalents.
- Exceptional verbal and written communication skills, with the ability to engage effectively with stakeholders at all levels.
- Proven sales expertise, with a demonstrated ability to meet targets and inspire enthusiasm in the sales process.
- Strong strategic planning, time management, and organizational skills, with a keen attention to detail.
Pay range: $ 50,000 - $ 80,000 depending on experience and skill set
Uncapped commission subject to terms and conditions of plan
Benefits overview: https://cdw.benefit-info.com/
Salary ranges may be subject to geographic differentials
We make technology work so people can do great things.
CDW is a leading multi-brand provider of information technology solutions to business, government, education and healthcare customers in the United States, the United Kingdom and Canada. A Fortune 500 company and member of the S&P 500 Index, CDW helps its customers to navigate an increasingly complex IT market and maximize return on their technology investments. Together, we unite. Together, we win. Together, we thrive.
CDW is an equal opportunity employer. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status or any other basis prohibited by state and local law.
CDW is committed to fostering an equitable, transparent, and respectful hiring process for all applicants. During our application process, CDW’s goal is to get to know you as an applicant and understand your experience, strengths, skills, and qualifications. While AI can help you present yourself more clearly and effectively, the essence of your application should be authentically yours. To learn more, please review CDW's AI Applicant Notice.
