Financial Services Account Executive

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  
CDW is seeking a Financial Services Account Executive (AE), to work in cross functional teams. This mid-level position is responsible for driving sales in a specialized portfolio of clients. You must possess a high need to collaborate with internal and external stakeholders. The AE demands strong account management skills, including Supplier Diversity, RFx, VPAs, EDI/Epro. Working as an AE you will demonstrate a deep understanding of CDW's technology solutions and a consultative approach to sales. As an AE you are expected to not only drive new business, but also expand and deepen relationships with existing clients by offering strategic, customized solutions. The AE will collaborate closely with internal stakeholders, including marketing, product teams, and delivery managers, to tailor solutions that align with clients' business objectives. 

We are currently pipelining talent for the Northwest region in anticipation of future needs.

What you will do: 

• Develop and execute sales strategies to drive revenue growth and expand the client base, focusing on both new and existing accounts. 
• Cultivate and maintain strong relationships with key decision-makers within customer organizations, often at the senior and C-level. 
• Leverage consultative sales techniques to assess client needs and propose comprehensive solutions, including cross-selling CDW's products and services. 
• Prioritizing Accounts and Opportunities: Independently assess our book of business using key criteria such as customer potential, competitive advantage, relationship depth, and strategic alignment. Work with sales leadership to balance short-term targets with long-term growth potential, identifying underpenetrated areas within key accounts. 
• Developing an Account Strategy: Execute account strategies by setting clear objectives, aligning with customer priorities, and identifying tactical plays. Collaborate with solution architects and principal AEs to develop scalable plans that anticipate risk and include measurable success metrics. 
• Time-Constrained Discovery: Lead discovery conversations by identifying key business needs, defining success criteria, and gathering relevant insights. Must articulate the value of discovery, actively listening to the stakeholder's input, and respecting time constraints to ensure productive and respectful interactions. 
• Aligning to the Customer's Buying Cycle: Guide your customers through the buying cycle by understanding internal processes, and timeline constraints, augmenting your approach as needed. As a consultant, you will maintain forward momentum while addressing risks and objections collaboratively. 
• Conveying Value: Build credibility through subject matter knowledge, account insight, and personalized solution positioning. Be able to connect customer centric outcomes with CDW's capabilities. Validate mutual business understanding, defining affected priorities, engaging in discussions about the value of the offering, and establishing clear impact measurement metrics.  
• Managing Stakeholders: Proactively engage across organizations. Tailor your communications based on role, and responsibility while balancing stakeholder and seller interests, re-validating stakeholder interests, tailoring the value message to individual stakeholders, and collaboratively co-creating a solution are essential steps for building meaningful and successful relationships.  

What we expect of you:  

• A minimum of 3-5 years of direct selling experience in a Financial Services customer-facing sales environment. 
• Bachelor's degree in a STEM-related field, Business Administration, or equivalent practical experience 
• General 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: $ 40,000 - $ 56,000, depending on experience and skill set
Annual bonus target of 150% subject to terms and conditions of plan
Benefits overview: https://cdw.benefit-
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.