Account Executive

Integris

Account Executive for Integris managing financial institution accounts. Delivering IT solutions and exceptional service while identifying opportunities for cross-selling services and acquiring new business.

Posted 4/17/2026full-timeRemote • Colorado, Idaho, Oregon, Utah, Washington, Wyoming • 🇺🇸 United StatesJuniorWebsite

About the role

Key responsibilities & impact

Manage assigned customer base fulfilling contractual obligations and providing exceptional service.
Develop and expand relationships within assigned customer accounts.
Identify additional opportunities to cross-sell Integris Financial Institution Division services within assigned existing accounts.
Responsible for managing opportunities and keeping pipeline updated in ConnectWise.
Work closely with the Business Development team to acquire new business.
Research products for proposals to identify best hardware and software for each clients needs.
Monitor Key Performance Indicators for all assigned clients.
Work with vendors and partners to stay updated on current products and promotions.
Work closely with new AAMs & AMs and help train when necessary.
AEs participate in various teams to develop ideas to improve processes, create new service offerings, improve customer experience, etc.
Consistently improve technical, personal and professional skills.
Perform any other duties as assigned.

Requirements

What you’ll need

Required to pass Account Manager Exam.
Demonstrate written and verbal skills and business acumen.
Demonstrate highly effective organizational skills.
Demonstrate internal and external relationship building.
Promote a positive image of Integris FID.
Willingness to work well in a team environment.
Fulfill the following minimum requirements within 6 months as an AE: Billing 55-60 hours/month for a rolling 6 months.
Managing $50 60k in MSP revenue per month.

Benefits

Comp & perks

Medical, Dental, and Vision Insurance
401K Retirement Plan
Minimum 4 Weeks of Paid Time Off (PTO)
Birthday PTO
Paid Holidays
Paid Time Off for Volunteering
Short-Term and Long-Term Disability Insurance
Life Insurance
Supplemental Insurance
Employee Assistance Program

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

pipeline managementcross-sellingproposal researchKey Performance Indicators monitoringaccount managementbusiness developmentcustomer service

Soft Skills

written communicationverbal communicationorganizational skillsrelationship buildingteamworkprocess improvementcustomer experience enhancement

Certifications

Account Manager Exam