Financial Account Executive

3 weeks ago


Charlotte, North Carolina, United States FPG Full time

Financial Account Executive
Location: Charlotte, NC

Our client was founded in 2002 to serve public and private firms across Financial Services, Retirement Services, and the Government sector by providing a suite of impactful solutions that solve problems and deliver results. Their expertise includes financial services production and technology operations, product/project/program management, technology development, implementation, and support roles.

We are seeking a dynamic and results-driven Financial Account Executive to join our team. The ideal candidate will be responsible for driving sales revenue within the assigned territory or accounts by identifying and cultivating new business opportunities, as well as nurturing existing client relationships.

ESSENTIAL DUTIES & RESPONSIBILITIES

Identify and qualify new business opportunities through proactive prospecting and networking efforts.Develop and maintain a robust sales pipeline to achieve and exceed sales targets.Build and maintain strong, long-lasting relationships with key decision-makers and stakeholders within client organizations.Serve as the primary point of contact for client inquiries, concerns, and escalations.Understand client needs and pain points to effectively position our suite of solutions and services.Collaborate with internal teams to customize proposals and presentations that address client challenges and deliver value.Track sales activity, pipeline progression, and revenue forecasts using CRM software.Generate regular reports and updates for management to monitor sales performance and make data-driven decisions.Close deals.SKILLSProven track record of success in sales. Required.Experienced at hunting for new business.Required.Strong negotiation, communication, and presentation skills. Required.Avid learner.Required.Ability to work independently and collaboratively in a fast-paced, team-oriented environment.BENEFITSFull time position – extremely competitive earning potentialFull benefits program.Reserved seat for Award-Winning Sales Training by Forrest Performance Group – includes a 2-day Sales bootcamp as well as 6 weeks of follow-on training from FPG trainers. FPG has 8 International Awards for Best Sales Training in the world.



  • Charlotte, North Carolina, United States Wells Fargo Full time

    About this role: Wells Fargo is seeking a Financial Accountant that will play a significant role in the compilation and critical review of derivatives and collateral information that is included in SEC and regulatory filings. This role requires an ability to evaluate complex reporting requirements, the ability to define the data elements required to satisfy...


  • Charlotte, North Carolina, United States Wipro Full time

    Account Executive- Banking & Financial Services (Minneapolis or Dallas) Wipro's Banking & Financial Services Sector provides industry leading solutions across IT and Business Operations; including Investment Management and Asset Servicing, Global Markets, Wealth Management, Data Management, Post-trade Services and Risk and Compliance. We drive innovation of...


  • Charlotte, North Carolina, United States Hobbs Madison, Inc. Full time

    Southeast Financial Service PracticeHobbs | Madison, IncWANTED: A high-achieving and motivated Senior Account Executive in the Southeast to drive C-level growth at one of the fastest-growing financial technology consulting firms in the countrySuccessful members of our sales team are self-starters. The Senior Account Executive will seek out fast-paced...

  • Account Executive

    5 days ago


    Charlotte, North Carolina, United States LendingTree Full time

    *This role requires in-person attendance at least 3 days a week (ideally Tuesday-Thursday)*THE POSITION We are looking for an Account Executive on our Sales team. This position is responsible for selling Lenders the LendingTree suite of outbound and inbound customer acquisition products. This is a true hunter position that will require heavy prospecting,...


  • Charlotte, North Carolina, United States BrightSpring Health Services Full time

    Our CompanyAmeritaOverviewAmerita is a leading provider of Specialty Infusion services focused on providing complex pharmaceutical products and clinical services to patients outside of the hospital. As one of the most respected Specialty Infusion providers in America, we service thousands of patients nationwide through our growing network of branches and...

  • Account Executive

    3 weeks ago


    Charlotte, North Carolina, United States LendingTree Full time

    THE POSITIONAs an Account Executive with LendingTree Business Loans, you will partner with entrepreneurs across the country to help achieve their financial goals.LendingTree's industry leading financial technology drives warm leads to our Financial Sales team who provides business owners with tailored lending solutions based on their unique needs and...

  • Account Executive

    2 months ago


    Charlotte, North Carolina, United States Foxen Full time

    Who We Are:Founded in 2018 and headquartered in Columbus, Ohio, Foxen provides innovative insurance compliance solutions and financial services for the mutual benefit of property owners, managers, and residents in multifamily real estate. Foxen is comprised of technologists and developers, insurance and finance professionals, and property management industry...


  • Charlotte, North Carolina, United States Keurig Dr Pepper Full time

    National Account Executive – Circle K Team The National Account Executive (NAE) will be responsible for sales of Keurig Dr Pepper's (KDP's) full portfolio of beverages in the convenience channel, with direct responsibility and coverage for Circle K Coastal Carolinas and Southeast Business Units as well as broader convenience requirements. The NAE will...


  • Charlotte, North Carolina, United States BrightSpring Health Services Full time

    Clinical Account ExecutiveJob LocationsUS-NC-CHARLOTTEID Line of BusinessAmeritaPosition TypeFull-TimeOur CompanyAmerita OverviewAmerita is a leading provider of Specialty Infusion services focused on providing complex pharmaceutical products and clinical services to patients outside of the hospital. As one of the most respected Specialty Infusion providers...

  • Account Executive

    5 days ago


    Charlotte, North Carolina, United States iTradeNetwork Full time

    Account Executive Enterprise Sales 2JOB SUMMARYiTradeNetwork is a global provider of supply chain management solutions for the food and food service industry. We bring simplicity and agility to complex supply chains with our cloud-based software. We are seeking. We are looking for an exceptionally driven individual to join our sales team. As an Enterprise 2...


  • Charlotte, North Carolina, United States The Ladders Full time

    Company Description At Brightspeed, we are reimagining how people live, work, play and connect by providing fast, reliable internet connections and an awesome customer experience in twenty states throughout the Midwest and South. Backed by funds managed by Apollo Global Management, our vision is to accelerate the upgrade of copper to fiber optic...


  • Charlotte, North Carolina, United States Recorded Future Full time

    With 1,000 intelligence professionals, over $300M in sales, and serving over 1,800 clients worldwide, Recorded Future is the world's most advanced, and largest, intelligence companyThe Role:The Enterprise Account Executive, is a highly motivated and results-driven individual with a primary focus on winning net-new business in the Enterprise segment (2.5bn+)....


  • Charlotte, North Carolina, United States Recorded Future Full time

    With 1,000 intelligence professionals, over $300M in sales, and serving over 1,800 clients worldwide, Recorded Future is the world's most advanced, and largest, intelligence companyThe Role:The Enterprise Account Executive, is a highly motivated and results-driven individual with a primary focus on winning net-new business in the Enterprise segment (2.5bn+)....


  • Charlotte, North Carolina, United States Motion Recruitment Full time

    Outstanding contract opportunity A well-known Financial Services Company is looking for a Business Execution Consultant in Charlotte, NC (Hybrid). Work with the brightest minds at one of the largest financial institutions in the world. This is long-term contract opportunity that includes a competitive benefit package Our client has been around for over 150...


  • Charlotte, North Carolina, United States Motion Recruitment Full time

    Outstanding contract opportunity A well-known Financial Services Company is looking for a Business Execution Consultant in Charlotte, NC (Hybrid). Work with the brightest minds at one of the largest financial institutions in the world. This is long-term contract opportunity that includes a competitive benefit package Our client has been around for over 150...

  • Financial Analyst

    5 days ago


    Charlotte, North Carolina, United States Paymentus Full time

    Summary/Objective The Paymentus Financial Operations Team is responsible for the overall planning, design, execution, and measurement of all money movement processes that support the successful execution of the end-to-end Paymentus Client ("Biller") Relationship Experience. The Financial Analyst will perform standard accounting functions, such as balancing...


  • Charlotte, North Carolina, United States Brightspeed Full time

    Company DescriptionAt Brightspeed, we are reimagining how people live, work, play and connect by providing fast, reliable internet connections and an awesome customer experience in twenty states throughout the Midwest and South.Backed by funds managed by Apollo Global Management, our vision is to accelerate the upgrade of copper to fiber optic technologies,...


  • Charlotte, North Carolina, United States Gecko Hospitality Full time

    Chief Financial Officer / ControllerRestaurants Our company is in search of a professional and organized Chief Financial Officer / Controller who shares our commitment to outstanding quality and service. We employ hospitality professionals who are competitive, effective and hardworking. We are a great company for hospitality professionals to make their mark...


  • Charlotte, North Carolina, United States AMERIHEALTH CARITAS Full time

    Job Brief AmeriHealth Caritas North Carolina seeks an experienced Provider Network Account Executive II. You will take a lead role in improving Provider Relations & Contracting. Serve the Charlotte, NC Metro, but we will review candidates state-wide. Your career starts now. We are looking for the next generation of health care leaders. At AmeriHealth...


  • Charlotte, North Carolina, United States AMERIHEALTH CARITAS Full time

    Job Brief AmeriHealth Caritas North Carolina seeks an experienced Provider Network Account Executive II. You will take a lead role in improving Provider Relations & Contracting. Serve the Charlotte, NC Metro, but we will review candidates state-wide. Your career starts now. We are looking for the next generation of health care leaders. At AmeriHealth...