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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in consultative sales, leveraging data and insights to align solutions with client objectives. Proven ability to manage complex sales cycles, build relationships, and deliver persuasive presentations in the financial services sector.
Highest-signal resume keywords
Quota-Carrying Sales ExperienceConsultative Selling SkillsMulti-Channel Marketing ExperienceClient Relationship ManagementData-Driven Sales Strategy
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Target AchievementProposal DevelopmentNegotiation SkillsLead GenerationAccount ManagementPipeline ManagementForecasting SkillsClosing BusinessProblem-Solving SkillsAnalytical Skills
Soft Skills
Strong Written CommunicationStrong Verbal CommunicationPresentation SkillsOrganizational SkillsCollaborative Approach
Tools & Technologies
CRM SoftwareMicrosoft Office
Industry Keywords
Financial ServicesMarketingMediaAdvertisingClient Insights
About the role
Key responsibilities & impact- Achieve assigned sales targets
- Travel up to 50% as expected
- Deepen existing client relationships and generate incremental business
- Consult with clients on business issues and marketing program design
- Understand client needs and negotiate costs and services
- Resolve sales or delivery issues
- Work with Strategists and Delivery Teams to execute project specifications and deliver quality results
- Develop insightful proposals and deliver strategic sales presentations
- Manage contracts and up-sell/cross-sell opportunities
- Meet in person with clients and prospects
- Conduct prospecting activities including lead generation, qualifying prospects, discovery, and solution demonstrations
- Manage multiple accounts while seeking new opportunities
- Sell with data and insights
- Meet regularly with clients and prospects to share data insights, identify problems, align needs with solutions, and review attribution results
- Secure client meetings with multiple stakeholders and recommend products or services to help clients attain their goals
Requirements
What you’ll need- Bachelor's degree in Business or related field required
- 10+ years in a quota-carrying sales role
- Demonstrated ability to close new business and manage relationships
- Recent sales experience within a financial services vendor company
- Experience with multi-channel marketing disciplines
- 1–3 years of experience and proficiency in Marketing, Media, and Advertising
- Demonstrated success leading consultative, multi-stakeholder sales cycles from discovery and proposal development through negotiation and close
- Ability to use data, insights, and market context to create a compelling client vision and align solutions to business objectives
- Strong written, verbal, and presentation skills
- Willingness to travel as needed
- Proven consultative and insights-based selling skills
- Proficiency in delivering persuasive client presentations, proposals, and business cases
- Executive presence and relationship-building skills
- Collaborative approach across sales, strategy, product, analytics, and delivery teams
- Proven success managing complex opportunities, negotiating effectively, and closing business
- Strategic, analytical, and problem-solving mindset
- Ability to manage client expectations and multiple priorities and deadlines
- Disciplined account planning, pipeline management, and forecasting skills
- Track record of meeting or exceeding quota and business objectives
- Strong organizational skills, CRM proficiency, and attention to detail
- Proficiency in Microsoft Office and CRM software
- Ability to learn new systems
Benefits
Comp & perks- Sales incentive/commission program
- Medical coverage
- Dental coverage
- Vision coverage
- 401(k) with company match
- Generous PTO allowance
- Life insurance
- Employee assistance program
- Pet insurance
- Workplace flexibility
- Smart and friendly coworkers
