Financial Services Client Executive - Central Region

Financial Services Client Executive - Central Region

The Financial Services Client Executive is responsible for driving strategic growth through the delivery of high-value solutions and services, with a core focus on generating product gross profit (GP) and expanding services revenue within a defined portfolio. This role requires a highly technical professional with a consultative selling approach, capable of orchestrating and managing large-scale programs across complex Financial Services enterprise environments. As a trusted advisor to executive stakeholders, you will promote products and services to support complex AI-driven transformation journeys. Leveraging your deep technical expertise and industry insight, you will design and tailor cross-functional service solutions that align with the client's strategic objectives. By working collaboratively across practice areas, you will craft innovative, outcome-driven programs that enable sustainable business impact. In this highly visible and influential position, you will lead sales engagements, identify expanded opportunities, shape strategic roadmaps, and ensure successful solution delivery that fosters long-term partnerships and client success.

What you will do:

• Prioritizing accounts and opportunities
• Developing an account strategy
• Time-constrained discovery
• Initial negotiation
• Creating a story to share with a customer
• Raising awareness of an unidentified need
• Establishing credibility with an executive

What we expect from you:

• Bachelor's degree in business, finance, STEM related fields or equivalent practical experience
• Minimum of 5 years of experience in developing business strategy and execution for the Financial Services industry
• Strong analytical and problem-solving skills with experience in data modeling and forecasting
• Highly detail-oriented with the ability to handle multiple projects simultaneously in a fast-paced environment
• In-depth 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: $50,000 - $80,000 depending on experience and skill set
• Uncapped commission subject to terms and conditions of plan

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.