Orion

Account Executive

Orion

full-time

Posted on:

Location Type: Hybrid

Location: Lehi • Arizona • Utah • United States

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About the role

  • As an Account Executive, you will assist in sales efforts to promote the growth and retention of agreements and relationships and will find ways to gain new revenue
  • This role will foster and develop relationships with an assigned list of custodians, IBD clients, reseller partners, other partners, and the technology and asset management external and internal sales teams.
  • Find new and expands existing marketing partnership agreements and relationships to gain new revenue
  • Identify additional business opportunities resulting in an effort to increase sales and new revenue
  • Partner with internal and external sales teams to create sales opportunities and accelerate the sales process with quarterly strategic calls generating leads with custodians and their sales teams, industry consultants and integration partners
  • Build relationships with fellow team members covering custodians, integration partners, industry consultants, top BD/RIA clients, large institutions and other similar opportunities, and Orion Sales team members
  • Maintain accurate, up-to-date and detailed CRM database for the profiling of custodians and their sales teams, industry consultants and integration partners and other relationships, sales funnel, notes, calendar, appointments and other pertinent information
  • Prepare and communicate a profile/at a glance view for each relationship on a regular basis
  • Regularly attend conferences, host webinars and conference calls, and engage in other activities to build new relationships and enhance existing ones
  • Host a strategic quarterly call with each of the primary relationships, with an E-team member discussing topical items for the Orion roadmap to help the partnership. Goals of informing and necessary tactical follow up items for opportunities to cross sell and resolve issues
  • Continually learn and become proficient in all of Orion’s product offerings
  • Be assigned and successful in attaining individual and team goals, established Rocks and KPIs.

Requirements

  • Has minimum of a bachelor’s degree in Business Administration, Finance, or related role
  • Has minimum of 2 years of experience in financial services sales related role
  • Knows Orion products and services and the marketplace, competitors, key partners, and the general financial industry
  • Has fundamental sales skills required: negotiation and persuasion, up-selling, closing, follow-up, and networking in order to persuade others of the value of a product and/or service.
  • Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
Benefits
  • Professional development opportunities
  • Flexible working arrangements
Applicant Tracking System Keywords

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

Hard Skills & Tools
salesnegotiationpersuasionup-sellingclosingfollow-upnetworkingCRM managementrelationship managementbusiness development
Soft Skills
communicationteamworkrelationship buildingstrategic thinkinggoal orientationproblem solvingadaptabilitycollaborationinterpersonal skillscustomer service
Certifications
Bachelor's degree in Business AdministrationBachelor's degree in Finance