Sales Executive, Professional Services – Technology Consulting

Key Responsibilities

• Work in collaboration with Professional Services consultants and enterprise sales to drive territory growth through lead generation activities across the US, UK, and other targeted regions.
• Make outbound calls to prospective clients to generate interest in SEI’s Professional Services, including technology modernization, operational efficiency, and compliance solutions.
• Respond to sales-related inquiries from a dedicated subset of existing clients.
• Maintain accurate records of interactions and pipeline status in CRM.
• Collaborate with marketing to optimize lead generation strategies and tailor messaging for each service offering.

Requirements

• A minimum of 8 years of experience in sales, with direct experience in banking and wealth management, Fin-Tech or similar industry preferred.
• Proven track record of successful proactive lead generation and sales experience.
• Excellent communication skills, including face-to-face, virtual presentations, phone, email, and social media.
• Strong consultative selling and communication skills, with the ability to articulate complex service offerings in client-centric language.
• Outstanding time-management and organizational skills, with a track record of exceeding expectations.
• Ability to thrive in a fast-paced environment, work both within a team and independently, and a willingness to learn and be mentored.
• Experience with CRM systems (Salesforce or equivalent).

Qualifications

• At least 50% travel for prospect and client engagements.
• Familiarity with Agile methodology.
• Experience with digital transformation or platform migration in wealth management preferred.

Benefits

• Comprehensive care for your physical and mental well-being.
• Strong retirement plan.
• Tuition reimbursement.
• A hybrid working environment for most roles.
• Support for working parents.
• Paid Parental Leave.
• Paid Volunteer Days.
• Discounted Stock Purchase Plan.
• Investment Options.
• Access to Thriving Employee Networks.