What are the responsibilities and job description for the Account Executive position at CURRENCY EXCHANGE INTERNATIONAL?
Currency Exchange International (CXI) is a Financial Services and Technology Provider based in Orlando, Florida.
CXI provides a wide range of foreign exchange services to customers in the United States. CXI’s primary business channels to service customers are through its company-owned branch locations and foreign exchange partnerships with financial institutions and corporations. CXI has been providing global payment solutions for clients that span wide-ranging industries. As one of North America's leading foreign exchange wholesalers, CXI can provide personalized and efficient service, competitive rates, as well as a number of settlement options. Visit our website to learn more about life at CXI: https://www.ceifx.com/about/life-at-cxi
Our Value Statement: We help our clients identify and create foreign exchange solutions, delivering a best practices approach through unparalleled customer service and integrated technology to create significant financial and operational efficiencies.
Our Values
- Customer First - We earn the right to be our clients’ first choice.
- Integrity - We hold ourselves to the highest standard to build trust.
- Collaborative - We always win as a team.
- Innovative - We find new methods to deliver change and advance technology to the industry.
- Passionate - We are driven to be the best in class.
Currency Exchange International is looking for a skilled and motivated Account Executive to join our Sales Team! This is a hybrid position, based in Orlando, FL.
Summary: The Account Executive is responsible for driving revenue growth by identifying new client opportunities, building and managing a sales pipeline, and owning ongoing commercial relationships with assigned accounts to support retention, expansion, and long-term success. This role blends outbound prospecting, early-stage sales engagement, and post-sale account oversight to grow recurring business across a diverse client landscape.
The ideal candidate is competitive, self-motivated, and comfortable owning both prospecting and post-sale customer engagement while collaborating closely with internal teams.
Essential Functions:
- Identify, research, and prioritize prospective clients across a variety of segments.
- Conduct outbound outreach through phone and email to generate and qualify new business opportunities.
- Lead discovery conversations to understand client needs, operational workflows, transaction volumes, and decision-making processes.
- Build and manage a revenue-driven pipeline, consistently meeting activity, meeting, and opportunity creation targets.
- Manage assigned accounts post-sale, serving as the primary commercial point of contact for ongoing relationship management.
- Support client retention through regular check-ins, business reviews, and proactive engagement aligned to client usage and business needs.
- Support ongoing account management by nurturing client relationships, re-engaging existing or dormant accounts, and identifying expansion opportunities.
- Identify upsell and cross-sell opportunities within existing accounts by aligning CXI solutions to evolving client requirements.
- Present CXI’s solution offerings, including value propositions and competitive differentiation.
- Coordinate introductory and follow-up meetings with prospective clients and internal stakeholders.
- Collaborate cross-functionally with Sales, Operations, Compliance, Product, and Technology teams to support onboarding and ensure a strong client experience.
- Maintain accurate CRM records, activity tracking, forecasting, and pipeline reporting.
- Share insights with leadership regarding market trends, competitive dynamics, and client needs.
- Contribute to ongoing improvements in prospecting strategy, sales messaging, and sales process effectiveness.
Competencies:
- Action Orientated
- Functional Skills
- Situational Adaptability
- Communicates Effectively
- Optimizes Work Processes
- Nimble Learning
Required Education & Experience:
- Experience in business development, sales development (SDR/BDR), or account management preferred.
- Experience working in a metrics-driven environment with activity, meeting, and pipeline targets.
- Familiarity with CRM platforms and sales engagement tools.
- Strong communication and relationship-building skills.
Bachelor’s degree preferred but not required; equivalent experience accepted.
Benefits
- Vacation Time
- Sick Time
- Holiday Pay
- Healthcare Benefits
- Commute Reimbursement
- 401K Plan - CXI will match up to 5%
- Tuition Reimbursement
- Short & Long-Term Disability
Currency Exchange International is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, religion, color, sex (including pregnancy and gender identity), sexual orientation, parental status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, any other non-merit based factor or any other characteristic protected by applicable federal, state or local laws. Our leadership team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. If you’d like more information about your EEO rights as an applicant under the law, please visit http://www1.eeoc.gov/employers/poster.cfm