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Global Account Executive – Financial Services
SHI International Corp.. Lead and grow strategic financial services accounts, primarily Bank of New York (BNY) and Bloomberg .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in enterprise technology sales, particularly within the financial services sector, with a strong focus on account planning, pipeline management, and building relationships with C-level executives. Proven ability to close complex, multi-million-dollar opportunities while navigating global organizations and collaborating with various stakeholders.
Highest-signal resume keywords
Enterprise Technology Sales ExperienceAccount Planning and ForecastingRelationship Management with C-Level ExecutivesComplex Opportunity ManagementFinancial Services Industry Expertise
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account PlanningPipeline ManagementSales ForecastingComplex Sales Cycle ManagementMulti-Million-Dollar Opportunity ClosingInfrastructure SalesCloud SalesNetworking SalesAI SalesCybersecurity Sales
Soft Skills
Relationship BuildingCollaborationInfluencing SkillsUrgencyAccountability
Tools & Technologies
SHI SolutionsOEM PartnershipsChannel/VAR ModelsManaged ServicesProfessional Services
Certifications & Qualifications
Sales CertificationsTechnical Certifications
Industry Keywords
Financial ServicesBank of New York (BNY)BloombergEnterprise AccountsGlobal Systems Integrators
Tech Stack
Tools & technologiesCloudCyber Security
About the role
Key responsibilities & impact- Lead and grow strategic financial services accounts, primarily Bank of New York (BNY) and Bloomberg
- Develop and execute strategic account plans for revenue growth, customer retention, market share expansion, and new business
- Build trusted relationships with C-level executives, technology leaders, procurement and strategic sourcing teams, and business stakeholders
- Understand customer objectives and technology priorities to align SHI solutions with business outcomes
- Identify, develop, and close complex, multi-million-dollar technology opportunities
- Position SHI’s infrastructure, cloud, networking, cybersecurity, AI, software, data center, ITAM, lifecycle, managed, and professional services
- Maintain forecasting, pipeline management, and opportunity planning through complex enterprise sales cycles
- Coordinate SHI technical and services teams, OEM partners, solution providers, and strategic resources
- Build partnerships across direct, OEM, channel, and services organizations for joint selling
- Navigate global organizations to identify decision-makers, build executive alignment, and expand account relationships
- Monitor industry trends, emerging technologies, competition, and market conditions
- Represent SHI at customer, partner, and industry events
- Operate in a collaborative team-selling environment with ownership, urgency, and accountability
Requirements
What you’ll need- Bachelor’s Degree or relevant work experience required
- 10+ years of enterprise technology sales experience preferred
- Proven success managing large enterprise accounts within the financial services industry
- Demonstrated history of meeting or exceeding sales goals and closing complex, multi-million-dollar opportunities
- Experience working for or selling alongside a leading OEM or VAR/Solution Provider preferred
- Existing relationships or previous experience with Bank of New York (BNY) and/or Bloomberg preferred
- Direct account responsibility for BNY, Bloomberg, or other major financial services institutions preferred
- Experience selling through direct OEM and channel/VAR models preferred
- Experience partnering with global systems integrators and consulting organizations preferred
- Experience across infrastructure, cloud, networking, AI, software, and managed or professional services highly desirable
- Cybersecurity sales experience is a plus
- Minimum 50% of time outside of an office setting meeting with existing and prospective customers
- Ability to travel to customer sites and SHI, partner, and industry events
- Ability to obtain required sales and/or technical certifications within the first 90 days of employment
- Strong understanding of enterprise infrastructure, cloud, networking, AI, software, and professional services sales
- Strong account planning, forecasting, pipeline management, and opportunity management skills
- Ability to coordinate OEMs, services organizations, and technical resources throughout complex sales cycles
- Strong ability to engage and influence C-level executives, technology leaders, procurement teams, and line-of-business stakeholders
Benefits
Comp & perks- Continuous professional growth and leadership opportunities
- Health, wellness, and financial benefits
- World-class facilities and the technology needed to thrive, in offices or remotely
- Medical, vision, dental, 401K, and flexible spending may be included