Product Account Executive, Advisor I

Job Description

Manage a portfolio of assigned accounts and sales opportunities to drive revenue through strategic product-led sales initiatives. Identify client requirements, assess business needs, and align tailored solution recommendations with product capabilities and commercial objectives. Develop compelling client presentations, proposals, and product positioning to advance pipeline progression and secure deal closures. Collaborate closely with sales, product, implementation, and support teams to synchronize opportunity strategies, ensure solution alignment, and facilitate client engagement activities. Diligently maintain pipeline activity, update account information, and manage sales documentation within CRM systems for accurate forecasting and reporting. Negotiate commercial terms within approved guidelines and facilitate contract progression through internal review and approval. Monitor sales performance against assigned goals, track opportunity advancement, and adapt outreach plans based on dynamic account activity and evolving market conditions.

Qualifications

1. 6+ years of experience in sales, account management, business development, or product solution selling within financial services, payments, software, or a related B2B environment. 2. 6+ years of experience developing and nurturing client relationships, qualifying opportunities, and guiding deals through a structured sales process. 3. Proficiency in using CRM platforms to maintain detailed account records, manage pipeline activities, support forecasting accuracy, and document sales progression effectively. 4. Proven ability to create impactful proposals, presentations, and commercial materials for client-facing discussions and effective solution positioning. 5. Bachelor's degree or higher in Business, Marketing, Finance, Communications, or a related field, or an equivalent combination of education, relevant experience, and/or military service.

Benefits

- Comprehensive Fuel Your Life program designed to enhance your physical, financial, social, and emotional well-being. - Generous paid holidays and flexible time away policies to promote work-life balance. - Access to no-cost mental health support through confidential Employee Assistance Programs. - Living Proof program recognizing peer contributions with redeemable rewards for exceptional efforts. - Eight inclusive Employee Resource Groups fostering collaboration and expanding networking opportunities. - Unparalleled professional development with robust training, development programs, and internal mobility. - Comprehensive medical, dental, vision, life, and disability insurance options available from day one. - Retirement planning resources and discounted company shares via the Employee Stock Purchase Plan. - Opportunities for tuition assistance and reimbursement to support ongoing education. - Paid parental, caregiver, and military leave to support diverse family needs.