Account Executive Financial Services

Job Location(s) US-National
Posted Date 1 month ago(11/1/2022 4:38 PM)
Job ID
# of Openings



Perficient currently has a career opportunity for an Account Executive to support our Financial Services practice Nationally.  This person will be a full portfolio seller who focuses on a specific list of Enterprise and Strategic clients within the Financial Service industries. 


About Our Financial Services Business Unit:

Whether it’s keeping pace with today’s digital transformation and cross-channel customer experience demands, improving operational efficiency, or dealing with the complexities of regulatory reform, we’re helping companies redefine the future of financial services for their customers.


Companies in retail and commercial banking, investment banking, asset and wealth management, retirement services, capital markets, securities brokerage, and insurance turn to us to help solve their most complex business and technology challenges.



  • Applies and leverages Perficient Sales Processes, Solution Selling, and Account Management practices.
  • Responsible for generating sales of $3-5M+ per year of Management and IT consulting services.
  • Candidate should possess a strong suite of local client relationships (Fortune 500, CIOs, Senior Information Systems Executives, and Senior Business Executives) as well as industry relationships (software vendors, integrators).
  • Has a “hunter” mentality – loves to open new accounts – requires strong communication skills.
  • Leads and manages customer engagement opportunities, from lead generation to deal review to negotiation to closing the deal.
  • 5+ years of Account Management Experience.


  • Years of Experience:  8-15+ years of services sales or professional consulting experience.
  • Must have experience selling consulting services within the Financial Services Industry.
  • Experience selling into Financial Service organizations (banking, asset and wealth management, capital markets, and insurance).  
  • Experience with large offshore/multi-shore deals.
  • A proven track record of achieving and exceeding revenue objectives in complex solutions environment at Fortune 500 clients.
  • Knowledge of/experience with structured sales methodologies (e.g., Strategic Selling, Solution Selling, SPIN, Power-based Selling, Target Account Selling).
  • Able to partner with clients to understand their organizational needs and recommend solutions that add value to their business.
  • Strong verbal, written communication, and listening skills; strong customer service and interpersonal skills.
  • Reside in the Northeast a plus.
  • Excellent collaboration and team-building skills.

Perficient full-time employees receive complete and competitive benefits. We offer a collaborative work environment, competitive compensation, generous work/life opportunities, and an outstanding benefits package that includes paid time off plus holidays. In addition, all colleagues are eligible for a number of rewards and recognition programs. Encouraging a healthy work/life balance and providing our colleagues great benefits are just part of what makes Perficient a great place to work. 


More About Perficient


Perficient is a global digital consultancy transforming how the world’s leading enterprises and biggest brands connect with customers and grow their businesses. With more than 20 years in the industry and nearly 4,500 colleagues worldwide, we bring experience and expertise, speed and agility, and a healthy dose of pragmatism to drive our clients’ businesses forward.


Our work enables clients to improve productivity and competitiveness; grow and strengthen relationships with customers, suppliers, partners, and reduce costs.  Perficient's professionals serve clients from a network of offices across North America and offshore locations in India and China. Traded on the Nasdaq Global Select Market, Perficient is a member of the Russell 2000 index and the S&P SmallCap 600 index.


Perficient is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national, origin, disability status, protected veteran status, or any other characteristic protected by law.


Disclaimer:  The above statements are not intended to be a complete statement of job content, rather to act as a guide to the essential functions performed by the employee assigned to this classification.  Management retains the discretion to add or change the duties of the position at any time. 


IMPORTANT INFORMATION: Applicants should ensure that their e-mail settings will receive e-mail from the iCIMS system otherwise, you could miss critical communications related to your application.




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