- Facilitate business development of third-party partnerships to existing Black Diamond clients
- Coordinate with third-party partnership stakeholders to drive sales success, including pipeline reporting, deal workshopping, marketing efforts, and proactive outreach
- Collaborate with Product teams as the voice of the client to influence future integration opportunities with Black Diamond
- Coordinate with field sales representatives and relationship managers to facilitate an overlay sales process and achieve ACV goals
Requirements
- 3+ years in financial services sales and customer success roles
- Strong knowledge of how financial advisors support clients’ retirement accounts, annuity, and insurance needs
- Familiarity with the technology landscape for financial advisors and leading technology providers in retirement accounts, annuities, and insurance
- Consistent and successful track record of meeting and exceeding ACV goals
- Strong network within the RIA and broker/dealer markets for technology solutions
- Ability to work within a team structure across multiple lines of business
Core Competencies
Demonstrates expertise in financial services sales and customer success, with a strong focus on achieving ACV goals and fostering third-party partnerships. Leverages knowledge of retirement accounts, annuities, and insurance to influence product integration and drive sales success.
Highest-signal resume keywords
- Financial Services Sales
- Customer Success
- ACV Goal Achievement
- Partnership Development
- RIA and Broker/Dealer Network
Hard Skills
- Sales Strategy
- Pipeline Reporting
- Deal Workshop Facilitation
- Marketing Coordination
- Client Relationship Management
Soft Skills
- Collaboration
- Proactive Outreach
- Teamwork
Industry Keywords
- Financial Advisors
- Third-Party Partnerships
- ACV Goals
- RIA Market
- Broker/Dealer Market
Tools & Technologies
- Financial Technology Solutions
- Retirement Account Systems
- Annuity Platforms
- Insurance Technology
#J-18808-Ljbffr
Account Executive, Partnership Sales Arbeitgeber: Jobtailor
Als Front Office Supervisor in unserem dynamischen Team bieten wir Ihnen die Möglichkeit, in einem unterstützenden und freundlichen Arbeitsumfeld zu wachsen. Wir legen großen Wert auf die berufliche Entwicklung unserer Mitarbeiter und bieten regelmäßige Schulungen sowie die Chance, Verantwortung zu übernehmen. Unsere Lage ermöglicht es Ihnen, Teil einer lebendigen Gemeinschaft zu sein, während Sie gleichzeitig die Standards unseres Franchise-Partners einhalten und unseren Gästen einen unvergesslichen Aufenthalt bieten.
