How to hire a client sales executive

How to hire a client sales executive, step by step

Here's a step-by-step client sales executive hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a client sales executive job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new client sales executive
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   The client sales executive hiring process starts by determining what type of worker you actually need. Certain roles might require a full-time employee, whereas part-time workers or contractors can do others.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   A client sales executive's background is also an important factor in determining whether they'll be a good fit for the position. For example, client sales executives from different industries or fields will have radically different experiences and will bring different viewpoints to the role. You also need to consider the candidate's previous level of experience to make sure they'll be comfortable with the job's level of seniority.

   This list shows salaries for various types of client sales executives.

   Type of Client Sales Executive	Description	Hourly rate
   Client Sales Executive	Sales managers direct organizations' sales teams. They set sales goals, analyze data, and develop training programs for organizations’ sales representatives.	$17-36
   Sales Account Manager	The account sales manager is in charge of the retention of their customer relationship. They have to supervise the portfolio of existing clients, develop new business with them, and seek new sales opportunities... Show more	$15-48
   Sales Vice President	Sales vice presidents are top-level executives at a sales, retail, or marketing corporation. Primarily these executives are tasked to direct and lead a sales department or team within the organization... Show more	$43-108

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Customer Relationships
   • Client Relationships
   • Cloud
   • Cloud Computing
   • Sales Process
   • CRM
   • Business Development
   • Account Management
   • Salesforce
   • Relationship Building
   • Sales Revenue
   • Client Sales
   • C-Level
   • Sales Cycle

   Check all skills

   Responsibilities:

   • Manage vendors, RFP process, product selection, and marketing brochure creation.
   • Leverage other sales office resources and administrative/support staff to achieve personal and team relate revenue goals.
   • Partner with Google for cloud email solution for an RFP response
   • Create cross-selling opportunities for colleagues in the national practice groups.
   • Provide value add recommendations to the senior management for strategic CRM implementation by analyzing the business requirements and current market trends.
   • Create a comprehensive program for new representatives internationally, incorporating instruction & assessment utilizing eLearning and live in-classroom / lab-base training.

3. Make a budget

   Including a salary range in your client sales executive job description is a great way to entice the best and brightest candidates. A client sales executive salary can vary based on several factors:

   • Location. For example, client sales executives' average salary in oklahoma is 40% less than in new jersey.
   • Seniority. Entry-level client sales executives earn 52% less than senior-level client sales executives.
   • Certifications. A client sales executive with a few certifications under their belt will likely demand a higher salary.
   • Company. Working for a prestigious company or an exciting start-up can make a huge difference in a client sales executive's salary.

   Average client sales executive salary

   $52,162yearly

   $25.08 hourly rate

   ---

   Entry-level client sales executive salary

   $36,000 yearly salary

   Updated December 18, 2025

4. Writing a client sales executive job description

   A job description for a client sales executive role includes a summary of the job's main responsibilities, required skills, and preferred background experience. Including a salary range can also go a long way in attracting more candidates to apply, and showing the first name of the hiring manager can also make applicants more comfortable. As an example, here's a client sales executive job description:

   Client sales executive job description example

   Full time
   Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor's Degree Travel Percentage : 10 - 15% Job Description At FIS, our technology and our people are moving forward. We advance the way the world pays, banks and invests. We believe in building inclusive, diverse teams. Together, we innovate to help our colleagues, clients and communities succeed. If you’re ready to grow your career and make an impact in fintech, we have one question: Are you FIS?
   
   About the role:
   As a Sales Executive - Client Management - Quota Carrier, you will collaborate with the C-suite level of finance, legal, and technical groups with a global fintech environment with endless opportunities for success. Provide industry-leading solutions to prospective clients.
   
   About the team:
   
   What you will be doing:
   • Sell products and services
   • Manage relationships.
   • Ensure alignment of client technology and business strategies.
   • Focus on account retention and continued revenue growth.
   
   What you will need:
   • Extensive experience as a Sales Executive in FinTech or financial services.
   • At least 10 years of experience interacting and partnering with senior management.
   • Understanding of investment banking operations, technology and change landscape.
   
   Added bonus if you have:
   
   What we offer you:
   At FIS, we are as committed to growing our employees’ careers as our own business. We offer:
   • Opportunities to innovate in fintech
   • Inclusive and diverse team atmosphere
   • Professional and personal development
   • Resources to contribute to your community
   • Competitive salary and benefits . Vaccination Requirements Notice to all US applicants: All employees must be fully vaccinated against COVID-19. Individuals with a disability (including a medical condition) or sincerely held religious beliefs or practices that prevent them from getting the vaccine may request an exemption from the vaccine requirement. Privacy Statement FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice. EEOC Statement FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here
   For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis. Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company. #pridepass

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5. Post your job

   To find the right client sales executive for your business, consider trying out a few different recruiting strategies:

   • Consider internal talent. One of the most important sources of talent for any company is its existing workforce.
   • Ask for referrals. Reach out to friends, family members, and current employees and ask if they know or have worked with client sales executives they would recommend.
   • Recruit at local colleges. Attend job fairs at local colleges to recruit client sales executives who meet your education requirements.
   • Social media platforms. LinkedIn, Facebook and Twitter now have more than 3.5 billion users, and you can use social media to reach potential job candidates.

   Post your job online:

   • Post your client sales executive job on Zippia to find and recruit client sales executive candidates who meet your exact specifications.
   • Use field-specific websites.
   • Post a job on free websites.

6. Interview candidates

   Recruiting client sales executives requires you to bring your A-game to the interview process. The first interview should introduce the company and the role to the candidate as much as they present their background experience and reasons for applying for the job. During later interviews, you can go into more detail about the technical details of the job and ask behavioral questions to gauge how they'd fit into your current company culture.

   It's also good to ask about candidates' unique skills and talents to see if they match your ideal candidate profile. If you think a candidate is good enough for the next step, you can move on to the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new client sales executive

   Once you've selected the best client sales executive candidate for the job, it's time to write an offer letter. In addition to salary, this letter should include details about the benefits and perks you offer the candidate. Ensuring that your offer is competitive is essential, as qualified candidates may be considering other job opportunities. The candidate may wish to negotiate the terms of the offer, and you should be open to discussion. After you reach an agreement, the final step is formalizing the agreement with a contract.

   It's equally important to follow up with applicants who don't get the job with an email letting them know that the position has been filled.

   Once that's done, you can draft an onboarding schedule for the new client sales executive. Human Resources should complete Employee Action Forms and ensure that onboarding paperwork is completed, including I-9s, benefits enrollment, federal and state tax forms, etc. They should also ensure that new employee files are created for internal recordkeeping.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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