Client executive job description
Updated March 14, 2024
10 min read
Find better candidates in less time
Post a job on Zippia and take the best from over 7 million monthly job seekers.
Example client executive requirements on a job description
Client executive requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in client executive job postings.
Sample client executive requirements
- Bachelor's degree or higher in business or related field
- Minimum of 5 years of relevant experience
- Demonstrated sales and client management success
- Thorough understanding of industry trends and regulations
- Proficiency in Microsoft Office and CRM software
Sample required client executive soft skills
- Strong communication, interpersonal and presentation skills
- Organizational and problem-solving abilities
- Ability to build client relationships and network
- Ability to handle a fast-paced environment
- Highly motivated and goal-oriented
Client executive job description example 1
Insight Enterprises client executive job description
Insight Public Sector is searching for a Client Executive strategically focused on selling technology solutions to the Federal Systems Integrators (SIs) in the Federal Government.In this critical role, you will manage and drive sales efforts for the SI market segment within the Federal sales team of Insight Public Sector. You will be instrumental in developing and executing growth strategies, as well as a comprehensive go-to-market approach in order to expand existing business within the Federal Government.
To succeed in this role, you will need to have:
A relentless passion to develop and drive success and strong understanding of the unique attributes/knowledge for selling technology solutions in the Federal (SI) marketplace with a Comprehensive understanding of Federal acquisition processes A solid and well-grounded communication style The skills to work/thrive in a high-growth company A track record of success in a fast-paced, dynamic environment An ability and proven history of driving individual sales targets A team-orientation Strong written and oral communication skills An ambition to take on increasing levels of responsibility as we continue our transformation
Primary Job Responsibilities
Build and drive a pipeline of new prospects Develop a go-to-market plan for Civilian targets Deliver on personal sales objectives quarterly for targeted major opportunities Execute strategies for generating demand in both direct and indirect sales scenarios Lead the team in achieving quarterly and annual revenue and GP targets Establish long-term relationship with Civilian accounts/clients Develops and maintain strong relationships with new and existing Federal clients in order to increase revenue Leverages OEM, partner and other business relationships to increase business revenue and margin through information technology solutions sales Collaborate with public sector Inside Sales Representatives to develop, document and execute account penetration strategies for assigned target accounts
Qualifications, Knowledge, Skills
B.A./B.S degree or equivalent experience 5+ years of progressive sales, channel and leadership experience in a technical solution area within the Civilian Federal marketplace Proficient with revenue demand generation, sales methodologies, and reporting A demonstrated ability to use personal knowledge, network, processes, and solution selling strategies to meet revenue growth objectives Proven track record of success in achieving sales targets directly to federal customers Relationship-driven, with a solid executive presence and proven ability to earn credibility with governments executives Experience selling IT products and/or managing consulting, professional and integration services to the Federal marketplace
The position described above provides a summary of some the job duties required and what it would be like to work at Insight. For a comprehensive list of physical demands and work environment for this position, click here.
Today, every business is a technology business. Insight Enterprises, Inc. empowers organizations of all sizes with Insight Intelligent Technology Solutions™ and services to maximize the business value of IT. As a Fortune 500-ranked global provider of digital innovation, cloud/data center transformation, connected workforce, and supply chain optimization solutions and services, we help clients successfully manage their IT today while transforming for tomorrow. From IT strategy and design to implementation and management, our 11,000 teammates help clients innovate and optimize their operations to run smarter. Discover more at insight.com
Founded in 1988 in Tempe, Arizona 11,000+ teammates in 19 countries providing Insight Intelligent Technology Solutions™ for organizations across the globe $8.3 billion in revenue in 2020 Ranked #409 on the Fortune 500, #15 on the CRN Solution Provider 500, 2020 CRN Innovator of the Year Award 2020 Intel Innovation Partner of Year, 2020 Microsoft U.S. Partner of the Year and Worldwide Customer Experience Partner of the Year Ranked #7 on the 2021 Fortune World's Most Admired Companies (Information Technology Services industry), #70 on the Fortune 100 Best Workplaces for Diversity, #296 on Forbes World's Best Employers (#27 within IT), and #5 on the Phoenix Business Journal 2020 list of Best Places to Work Signatory of the United Nations (UN) Global Compact and Affiliate Member of the Responsible Business Alliance
Today's talent leads tomorrow's success. Learn about careers at Insight: jobs.insight.com.
Insight is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation or any other characteristic protected by law.
Posting Notes: Herndon || Virginia (US-VA) || United States (US) || SALES || None || National; Remote ||
Nearest Major Market:
Washington DC
Job Segment:
Data Center, Supply Chain, Developer, Inside Sales, Telemarketing, Technology, Operations, Sales
To succeed in this role, you will need to have:
A relentless passion to develop and drive success and strong understanding of the unique attributes/knowledge for selling technology solutions in the Federal (SI) marketplace with a Comprehensive understanding of Federal acquisition processes A solid and well-grounded communication style The skills to work/thrive in a high-growth company A track record of success in a fast-paced, dynamic environment An ability and proven history of driving individual sales targets A team-orientation Strong written and oral communication skills An ambition to take on increasing levels of responsibility as we continue our transformation
Primary Job Responsibilities
Build and drive a pipeline of new prospects Develop a go-to-market plan for Civilian targets Deliver on personal sales objectives quarterly for targeted major opportunities Execute strategies for generating demand in both direct and indirect sales scenarios Lead the team in achieving quarterly and annual revenue and GP targets Establish long-term relationship with Civilian accounts/clients Develops and maintain strong relationships with new and existing Federal clients in order to increase revenue Leverages OEM, partner and other business relationships to increase business revenue and margin through information technology solutions sales Collaborate with public sector Inside Sales Representatives to develop, document and execute account penetration strategies for assigned target accounts
Qualifications, Knowledge, Skills
B.A./B.S degree or equivalent experience 5+ years of progressive sales, channel and leadership experience in a technical solution area within the Civilian Federal marketplace Proficient with revenue demand generation, sales methodologies, and reporting A demonstrated ability to use personal knowledge, network, processes, and solution selling strategies to meet revenue growth objectives Proven track record of success in achieving sales targets directly to federal customers Relationship-driven, with a solid executive presence and proven ability to earn credibility with governments executives Experience selling IT products and/or managing consulting, professional and integration services to the Federal marketplace
The position described above provides a summary of some the job duties required and what it would be like to work at Insight. For a comprehensive list of physical demands and work environment for this position, click here.
Today, every business is a technology business. Insight Enterprises, Inc. empowers organizations of all sizes with Insight Intelligent Technology Solutions™ and services to maximize the business value of IT. As a Fortune 500-ranked global provider of digital innovation, cloud/data center transformation, connected workforce, and supply chain optimization solutions and services, we help clients successfully manage their IT today while transforming for tomorrow. From IT strategy and design to implementation and management, our 11,000 teammates help clients innovate and optimize their operations to run smarter. Discover more at insight.com
Founded in 1988 in Tempe, Arizona 11,000+ teammates in 19 countries providing Insight Intelligent Technology Solutions™ for organizations across the globe $8.3 billion in revenue in 2020 Ranked #409 on the Fortune 500, #15 on the CRN Solution Provider 500, 2020 CRN Innovator of the Year Award 2020 Intel Innovation Partner of Year, 2020 Microsoft U.S. Partner of the Year and Worldwide Customer Experience Partner of the Year Ranked #7 on the 2021 Fortune World's Most Admired Companies (Information Technology Services industry), #70 on the Fortune 100 Best Workplaces for Diversity, #296 on Forbes World's Best Employers (#27 within IT), and #5 on the Phoenix Business Journal 2020 list of Best Places to Work Signatory of the United Nations (UN) Global Compact and Affiliate Member of the Responsible Business Alliance
Today's talent leads tomorrow's success. Learn about careers at Insight: jobs.insight.com.
Insight is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation or any other characteristic protected by law.
Posting Notes: Herndon || Virginia (US-VA) || United States (US) || SALES || None || National; Remote ||
Nearest Major Market:
Washington DC
Job Segment:
Data Center, Supply Chain, Developer, Inside Sales, Telemarketing, Technology, Operations, Sales
Post a job for free, promote it for a fee
Client executive job description example 2
Rothschild North America Inc. client executive job description
About us As one of the world's largest independent financial advisory groups, we know that it takes a distinct perspective to make a meaningful difference to our clients' business and wealth.Rothschild & Co is a global and family-controlled group. We provide M&A, strategy and financing advice, as well as investment and wealth management solutions to large institutions, families, individuals and governments, worldwide.Having been at the centre of the world's financial markets for more than 200 years we can rely on an unrivalled global network of more than 3,800 talented employees and a track-record of outstanding execution with 50 offices around the world.Our integrated global network of trusted professionals and decision makers around the world provide in-depth market intelligence, meaning we can be closer to current issues than any other global financial institution in our core markets.It is this scale, local knowledge and intellectual capital that allow us to provide a distinct perspective and effective long-term solutions for our partners.
Overview of Role
The successful candidate will provide client activities support for Israel Wealth Management clients.
Responsibilities
Provide general assistance, such as- respond to client requests and provide information when required- receive and process trading orders from clients- prepare documentation for client meetings- prepare client communication for investments notification Close co-operation with various departments colleagues in Switzerland and Israel, Investment Departments (Advisory, PM, Structured Products, Trading), Credit, Payments and Securities AdministrationCoordinate/manage on- and offshore client onboarding activities Provide assistance with marketing prospective clients, e.g.assist with preparing investment proposals
Education and Qualifications
Commercial or High School degree, bank apprenticeship or similar
Experience, Skills and Competencies Required
A minimum of 3 years banking experience required Understanding of investment/financial markets required Excellent communication skills in English and German (written and spoken) Avaloq experience is beneficial Team player Flexibility, “can-do” attitude, seeking continuous service improvement, high quality standards Reliable and accurate
Benefits
Rothschild & Co is committed to safeguarding and enhancing the health and wellbeing of all its employees. To support this, Rothschild & Co provides all employees with a range of healthcare services and benefits that aim to support their overall wellbeing We are conducive to creating a working environment and culture where people can succeed We provide a variety of inhouse trainings, as well as tuition assistance for further education and training courses Everyone can choose to incorporate agile working principles into their working week Over the recent months we have learned a great deal about the adaptability, commitment and resilience of our people. We believe there are opportunities for all of us to enhance our working lives and outcomes, by applying a more flexible approach to where and when we work and up to 40% of your work time can be performed from home
If you are curious to learn more about us and have valuable experiences in a similar role, then please submit your CV and Cover Letter through our recruitment tool.
Overview of Role
The successful candidate will provide client activities support for Israel Wealth Management clients.
Responsibilities
Provide general assistance, such as- respond to client requests and provide information when required- receive and process trading orders from clients- prepare documentation for client meetings- prepare client communication for investments notification Close co-operation with various departments colleagues in Switzerland and Israel, Investment Departments (Advisory, PM, Structured Products, Trading), Credit, Payments and Securities AdministrationCoordinate/manage on- and offshore client onboarding activities Provide assistance with marketing prospective clients, e.g.assist with preparing investment proposals
Education and Qualifications
Commercial or High School degree, bank apprenticeship or similar
Experience, Skills and Competencies Required
A minimum of 3 years banking experience required Understanding of investment/financial markets required Excellent communication skills in English and German (written and spoken) Avaloq experience is beneficial Team player Flexibility, “can-do” attitude, seeking continuous service improvement, high quality standards Reliable and accurate
Benefits
Rothschild & Co is committed to safeguarding and enhancing the health and wellbeing of all its employees. To support this, Rothschild & Co provides all employees with a range of healthcare services and benefits that aim to support their overall wellbeing We are conducive to creating a working environment and culture where people can succeed We provide a variety of inhouse trainings, as well as tuition assistance for further education and training courses Everyone can choose to incorporate agile working principles into their working week Over the recent months we have learned a great deal about the adaptability, commitment and resilience of our people. We believe there are opportunities for all of us to enhance our working lives and outcomes, by applying a more flexible approach to where and when we work and up to 40% of your work time can be performed from home
If you are curious to learn more about us and have valuable experiences in a similar role, then please submit your CV and Cover Letter through our recruitment tool.
Dealing with hard-to-fill positions? Let us help.
Client executive job description example 3
Unisys client executive job description
We Believe in Better!
We are a global information technology company that builds high-performance, security-centric solutions that can help change the world. Enhancing people's lives through secure, reliable advanced technology is our vision.
At Unisys, we believe in better! Here, you have the opportunity to learn new skills, apply your expertise, and solve complex problems with cutting edge technologies and solutions. You are part of a global diverse team that supports you, drives change, and delivers successful results consistently.
Our associates are at the forefront of everything we do, driving our clients' successes while giving back to communities and making this world a safer and more secure place to live and work. Our success is a direct result of the work of our people who live and breathe our Core Beliefs. Simply put, we believe in better lives. Join us!
Learn more about Unisys and our key solution offerings: Unisys, Stealth™, CloudForte , InteliServe™
What success looks like in this role:
• Manages and delivers client programs which may involve multiple service streams.
• Manages orders, revenue and gross margin for the total lifetime of the contract
• Defines the governance and reporting structure for the account team and the client.
• Collaborates with the delivery team to effectively map professional relationships and accountabilities
• Establishes clear communication channels with the customer from both a strategic and operational perspective.
• Leads the regular service performance reviews including monthly Project Status Reviews.
• Conducts periodic meetings with clients and delivery teams (e.g., daily status updates, service level requirement reviews, continuous improvement, change control and other informal meetings).
• Promotes customer advocacy and owns the escalation and complaint management strategy for the account.
• Works in collaboration with client, Sales, 3rd party suppliers and Commercial management to negotiate and win contract renewals.
• Leads the development of winning sales strategies on complex pursuits
• Works with Sales to identify and qualify new business opportunities and presents compelling business case to pursuit decision board to obtain pre-sales resources. • Leads the pursuit team and facilitates the resources needed to effectively close and deliver sales opportunities.
• Develops and maintains a pipeline of new opportunities while closing existing opportunities.
• Account Size Australia and New Zealand - 15M+ Emerging Asia Pacific - 5M+ EMEA - 5-10M LAC - 5M+ US& - $10M-$30M
You will be successful in this role if you have:
• Requires a bachelor's degree, or equivalent experience.
• A depth of experience previously working as a Client Executive/Account Manager and also has knowledge in delivery within the Information Technology Outsourcing market.
• Proven track record in growth of account, knowledge and experience in consultative/solution selling methodology, IT outsourcing technical expertise and a thorough knowledge of the marketplace, competition, industry segment and suppliers in order to leverage the Unisys value proposition.
• Possesses C-level contacts and relationships.
• Understands business drivers within the industry and emerging marketplace trends.
We are a global information technology company that builds high-performance, security-centric solutions that can help change the world. Enhancing people's lives through secure, reliable advanced technology is our vision.
At Unisys, we believe in better! Here, you have the opportunity to learn new skills, apply your expertise, and solve complex problems with cutting edge technologies and solutions. You are part of a global diverse team that supports you, drives change, and delivers successful results consistently.
Our associates are at the forefront of everything we do, driving our clients' successes while giving back to communities and making this world a safer and more secure place to live and work. Our success is a direct result of the work of our people who live and breathe our Core Beliefs. Simply put, we believe in better lives. Join us!
Learn more about Unisys and our key solution offerings: Unisys, Stealth™, CloudForte , InteliServe™
What success looks like in this role:
• Manages and delivers client programs which may involve multiple service streams.
• Manages orders, revenue and gross margin for the total lifetime of the contract
• Defines the governance and reporting structure for the account team and the client.
• Collaborates with the delivery team to effectively map professional relationships and accountabilities
• Establishes clear communication channels with the customer from both a strategic and operational perspective.
• Leads the regular service performance reviews including monthly Project Status Reviews.
• Conducts periodic meetings with clients and delivery teams (e.g., daily status updates, service level requirement reviews, continuous improvement, change control and other informal meetings).
• Promotes customer advocacy and owns the escalation and complaint management strategy for the account.
• Works in collaboration with client, Sales, 3rd party suppliers and Commercial management to negotiate and win contract renewals.
• Leads the development of winning sales strategies on complex pursuits
• Works with Sales to identify and qualify new business opportunities and presents compelling business case to pursuit decision board to obtain pre-sales resources. • Leads the pursuit team and facilitates the resources needed to effectively close and deliver sales opportunities.
• Develops and maintains a pipeline of new opportunities while closing existing opportunities.
• Account Size Australia and New Zealand - 15M+ Emerging Asia Pacific - 5M+ EMEA - 5-10M LAC - 5M+ US& - $10M-$30M
You will be successful in this role if you have:
• Requires a bachelor's degree, or equivalent experience.
• A depth of experience previously working as a Client Executive/Account Manager and also has knowledge in delivery within the Information Technology Outsourcing market.
• Proven track record in growth of account, knowledge and experience in consultative/solution selling methodology, IT outsourcing technical expertise and a thorough knowledge of the marketplace, competition, industry segment and suppliers in order to leverage the Unisys value proposition.
• Possesses C-level contacts and relationships.
• Understands business drivers within the industry and emerging marketplace trends.
Start connecting with qualified job seekers
Resources for employers posting client executive jobs
Client executive job description FAQs
Ready to start hiring?
Updated March 14, 2024