What are the responsibilities and job description for the Account Executive position at Orion?
About This Opportunity
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. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
For External Candidates
Candidates must work in-office at one of the following locations for at least 3 days per week: Chandler, AZ; or Lehi, UT.
In This Role, You'll Get To
At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.
Recommended Skills
Client-Centric, Effective Communication, Identifying Sales Opportunities, Innovation, Negotiation, Sales, Sales Process, Technical Proficiency, Time Management, Work Collaboratively
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. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
For External Candidates
Candidates must work in-office at one of the following locations for at least 3 days per week: Chandler, AZ; or Lehi, UT.
In This Role, You'll Get To
- 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 (preferred) 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
- 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.
- 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
- Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.
Recommended Skills
Client-Centric, Effective Communication, Identifying Sales Opportunities, Innovation, Negotiation, Sales, Sales Process, Technical Proficiency, Time Management, Work Collaboratively