Financial Services Account Executive - Southeast Region (Pipelining for Future N
CDW, New York, NY, United States
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. 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.
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. The AE must possess a strong need to collaborate with internal and external stakeholders, and strong account management skills—including Supplier Diversity, RFx, VPAs, EDI/Epro. As an AE you will demonstrate a deep understanding of CDW’s technology solutions and a consultative approach to sales. 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 Southeast 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.
Prioritize 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.
Develop 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.
Lead time‑constrained discovery: guide discovery conversations by identifying key business needs, defining success criteria, and gathering relevant insights. Articulate the value of discovery, actively listen to stakeholder input, and respect time constraints to ensure productive interactions.
Align 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, maintain forward momentum while addressing risks and objections collaboratively.
Convey value: build credibility through subject‑matter knowledge, account insight, and personalized solution positioning. Connect customer‑centric outcomes with CDW’s capabilities and establish clear impact measurement metrics.
Manage stakeholders: proactively engage across organizations, tailor communications based on role and responsibility, and balance stakeholder and seller interests. Co‑create solutions and build meaningful relationships.
What we expect of you:
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 Cisco, Microsoft, IBM, EMC, HP, and 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 keen attention to detail.
Pay range: $40,000 - $64,000, depending on experience and skill set.
Annual bonus target of 150% subject to terms and conditions of plan.
Benefits overview: https://cdw.benefit-info.com/
Salary ranges may be subject to geographic differentials.
CDW is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard 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.
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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. The AE must possess a strong need to collaborate with internal and external stakeholders, and strong account management skills—including Supplier Diversity, RFx, VPAs, EDI/Epro. As an AE you will demonstrate a deep understanding of CDW’s technology solutions and a consultative approach to sales. 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 Southeast 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.
Prioritize 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.
Develop 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.
Lead time‑constrained discovery: guide discovery conversations by identifying key business needs, defining success criteria, and gathering relevant insights. Articulate the value of discovery, actively listen to stakeholder input, and respect time constraints to ensure productive interactions.
Align 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, maintain forward momentum while addressing risks and objections collaboratively.
Convey value: build credibility through subject‑matter knowledge, account insight, and personalized solution positioning. Connect customer‑centric outcomes with CDW’s capabilities and establish clear impact measurement metrics.
Manage stakeholders: proactively engage across organizations, tailor communications based on role and responsibility, and balance stakeholder and seller interests. Co‑create solutions and build meaningful relationships.
What we expect of you:
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 Cisco, Microsoft, IBM, EMC, HP, and 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 keen attention to detail.
Pay range: $40,000 - $64,000, depending on experience and skill set.
Annual bonus target of 150% subject to terms and conditions of plan.
Benefits overview: https://cdw.benefit-info.com/
Salary ranges may be subject to geographic differentials.
CDW is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard 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.
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