Client Executive Job Description

Client Executive Job Description

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Client executive provides feedback to Product Managers about the suitability of products and how we can improve them, or opportunities for new products in the market.

Client Executive Duties & Responsibilities

To write an effective client executive job description, begin by listing detailed duties, responsibilities and expectations. We have included client executive job description templates that you can modify and use.

Sample responsibilities for this position include:

Demonstrates solution functionality through solution demonstrations
Place high priority on delivering quality results
Serve as primary and ongoing contact on client’s behalf to press and analysts
Keep programs on track
Consults with clients and brokers on plan enhancements or upgrades including conversions of older investment contracts to newer products
Consults with clients on plan termination issues on what options are available
Lead and negotiate revenue opportunities for all service-related elements (such as service level agreements, disaster recovery plans, maintenance, ) in collaboration with Service Management
Develops new contacts to ensure growth and leverage business opportunities
Conducts ongoing needs analysis across all functional (marketing, finance, administration, production, ) and division (individual business units) levels of the company
Develop a detailed strategic territory plan individual account plans with the goal of strategically selling into your territory

Client Executive Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Client Executive

List any licenses or certifications required by the position: ITIL, PMP, CISSP, FPC, CPP, SCP, CP, SHRM, HCS, S-PHR

Education for Client Executive

Typically a job would require a certain level of education.

Employers hiring for the client executive job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Business, Education, Management, Marketing, MBA, Graduate, Engineering, Finance, Computer Sciences, Computer Science

Skills for Client Executive

Desired skills for client executive include:

Full life cycle of the sales process from prospecting to close
Gartner’s products and services
Functionality
Cloud
How to influence the influencers
Security
Data and IP products and is capable of working independently on non-complex sales opportunities
How to sell to Government customers
Market drivers
Features and benefits of VES core Voice

Desired experience for client executive includes:

Develop successful partnerships with internal organizations including Solutions Architects, Sales Engineering, Contracts, Billing, FP&A, Product Marketing
Conducts required number of proactive annual plan reviews, investment reviews and service meetings with clients and brokers
Consults with clients and brokers on qualified plan design issues
Consults with clients on plan termination issues
Consults on participant communications strategy and options with client and advisor
10 years experience in the lending or financial services industry with an emphasis in sales, sales support or account management

Client Executive Examples

1

Client Executive Job Description

Job Description Example
Our company is looking for a client executive. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for client executive
  • Consult with clients and brokers on qualified plan design issues
  • Consult with clients on plan termination issues
  • Consult on participant communications strategy and options with clients and advisors
  • Setting Customer Value Roadmap
  • Knowledge in Maximize Sales Value
  • Ability to Manage Ecosystem
  • Leads in the overall strategy development and client messaging
  • Communicates market and solution expertise to the sales team
  • Coaches and mentors other associates
  • Providing domain expertise to the Sales team to support tactical and strategic sales efforts
Qualifications for client executive
  • Assists with preparing and presenting client presentations such as Stewardship Reports, Strategy Meetings, compensation negotiations
  • Assists in the development and finalization of Client Service Agreements
  • 6-10 years external experience with proven consultative sales, preferably experience in high technology (services, software, or consultative environment), with evidence of prior success in Sales
  • Ability to prospect and manage C-level and senior level relationships within medium and large organizations
  • Bachelors degree, with strong evidence of success in education
  • Effective written and verbal communication skills, including the ability to communicate information concisely internally externally with satellite locations and external clients
2

Client Executive Job Description

Job Description Example
Our company is looking for a client executive. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client executive
  • Prepare executive level reports for stewardship, pre-renewal strategies, renewal presentations, placement activity along with analysis
  • Final review and presentation of client deliverables and reports
  • Achieving or exceeding annual gross profit goals
  • Soliciting/prospecting
  • Securing orders
  • Cross selling hardware, software, and service solutions
  • Review staffing models and volumes to maintain MASL’s (Minimum Acceptable Service Levels)
  • Assist with required HSC reporting such as MASL’s, eDHP updates, ROI checklist, Validation of Inappropriate Disclosures and other reporting identified by Key Account Manager
  • Conducts quarterly on site audits of site assessment and ensure compliance with specific on site HSC procedures
  • Analyze current productivity and organizational charts to ensure sufficient staffing and turnaround times are met
Qualifications for client executive
  • Bachelor’s degree or four or more years of work experience
  • Analyzes complex new situations, anticipates potential problems and future trends, assesses opportunities’ impacts and risks
  • Clearly defines problems, logically diagnoses causes, identifies solutions and creates action plans
  • A recognized expert
  • 4 years experience Solution selling within industry verticals
  • Possess a minimum of 2 years experience as a Client Executive
3

Client Executive Job Description

Job Description Example
Our growing company is looking to fill the role of client executive. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client executive
  • Work with HIMD at facilities to present on Key Company Metrics at HSC meetings and report on quality survey results
  • Escalates customer issues/concerns/problems in a pro-active and timely manner presenting chain of commands and resolutions
  • Demonstrates a solid understanding of the meaningful financial metrics driving the Company business including revenue mix, revenue per business day, labor per payroll day, and labor productivity standards and utilizes this information to manage his/her book of business
  • Coordinates Centralization efforts and conducts post centralization work flow analysis
  • Introduces and markets new products and services offered by the Company
  • Assists HSC specific in contract negotiations
  • Ensures that staff has successfully gone through training and competency of staff is assessed, (including but not limited to ROI & HIPAA), maintained, demonstrated and improved continually
  • Maintain professional behavior at all times
  • Responsible for any other activity deemed necessary by the Key Account Manager
  • Build and maintain effective and sustainable relationships with clients on an enterprise-wide basis
Qualifications for client executive
  • The Key Accounts group within Card Services manages account relationships with financial institutions that have at least a relationship of 17,000 active debit cards
  • Ability to manage and prepare unsolicited proposals, large RFPs with deep knowledge of Canadian government procurement methods
  • Experience working in large corporations with ability to work with and influence internal stakeholders and maneuver through processes
  • Preferrably 5+ years external experience with proven consultative sales, preferably experience in high technology (services, software or hardware), with evidence of prior success in Sales
  • 5-10 years IT solution sales experience, with a strong Public Sector background
  • High Levels of Self Awareness and how your actions impact those around you
4

Client Executive Job Description

Job Description Example
Our innovative and growing company is hiring for a client executive. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for client executive
  • Understand the business objectives of clients and lead the development of custom solutions to address those needs
  • Effectively present risk management solutions to clients and prospects and negotiate compensation, ensuring that the full scope of services is priced appropriately
  • Discuss expectations and performance with clients through a client satisfaction/loyalty survey and monitor overall client satisfaction and adherence to Client Service Agreements
  • Develop strategic business plans for a portfolio of clients and prospects to meet specific retention and sales goals
  • Facilitate communication between the client and service team members locally, nationally and/or globally while overseeing the quality of deliverables and enforcing critical deadlines
  • Present renewal proposals to existing clients and proposal responses for prospective clients
  • Review quote statuses with client and determine final negotiating points within the National Brokerage group
  • Reconfirm renewal strategy with team, based on client dialog
  • Maintain status of at-risk and lost accounts and execute client retention strategies
  • Function as a visible leader within a given industry and actively participate in industry associations, organizations, boards and charities, as appropriate
Qualifications for client executive
  • 10+ years of employee benefit products and of intermediate analytical knowledge on funding options
  • Is fully accountable, responsible and owns the relationship with the customer
  • Adopt a strategic, proactive role, which is focused on the short, medium to long-term goals of the customer requirement
  • Build and cultivate C-level relationships to achieve objectives, grow the account, meet revenue targets and deliver optimum customer satisfaction
  • Utilize consultative and insights selling methodologies to shape and influence the clients’ strategic direction and to become a trusted advisor in assigned account
  • Identifies and develops incremental opportunities that result in profitable revenue growth
5

Client Executive Job Description

Job Description Example
Our company is searching for experienced candidates for the position of client executive. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for client executive
  • To resolve customer queries and issues
  • To liaise with and support the Client Services Team in the set up/administration of new accounts and the renewal process
  • To help deliver service plans for all assigned clients
  • To represent the company at events, sales presentations, conferences
  • To be involved as appropriate in business projects
  • Leading and negotiating revenue opportunities for all service elements (such as SLA’s, DRP, Mtnce, ) working with Service Management
  • Support of initiatives for lead generation and marketing campaigns
  • Contribute to the development of process, sales playbooks and call guides necessary for the successful execution of a sales lead generation campaign
  • Supporting marketing activities including trade shows, roundtables, client events and other related activities
  • Support sales and pre-sales teams in researching, preparing material and supporting creation and formatting of bid documents, proposals and responses to RFI’s/RFP’s
Qualifications for client executive
  • Create and lead winning sales strategies on complex pursuits including but not limited to competitive strategy, negotiations and navigating the relationships with key influencers in the account
  • Lead in the development of action plans and ensure alignment with the global roadmap for delivery
  • Excellent communications skills that fosters open communication with technical engineers, senior leaders and stake holders
  • Provide periodic overviews of the contract and operational processes to the client and internally across the TVPT matrix
  • CE should challenge client if they are not meeting their commitments, without compromising relationships
  • Identify risks to the customer achieving their stated business goals and work with the team to build a risk mitigation plan

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