Jr. Account Executive
Listed on 2026-02-07
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Sales
Business Development -
Business
Business Development
Seeking a motivated and detail-oriented Junior Account Executive to support our sales team and help manage client relationships. This is an entry-to-mid-level role ideal for someone looking to build a career in sales, account management, or financial services. You’ll work closely with senior account executives to support deal flow, coordinate internally, and ensure a strong client experience from start to finish.
OverviewSeeking a motivated and detail-oriented Junior Account Executive to support our sales team and help manage client relationships. This is an entry-to-mid-level role ideal for someone looking to build a career in sales, account management, or financial services. You’ll work closely with senior account executives to support deal flow, coordinate internally, and ensure a strong client experience from start to finish.
Key Responsibilities- Support senior Account Executives in managing client and partner relationships
- Assist with outbound outreach, follow-ups, and lead qualification
- Coordinate with internal teams to move accounts and transactions forward
- Track client activity, pipelines, and updates in CRM systems
- Prepare proposals, scenarios, and supporting documentation as needed
- Maintain accurate records and ensure timely communication with clients
- Provide responsive, high-quality customer service throughout the process
- Strong communication and interpersonal skills
- Highly organized with strong attention to detail
- Ability to manage multiple priorities in a fast-paced environment
- Comfortable using CRM tools, email, and Microsoft Office or Google Workspace
- Bachelor’s degree in Business, Finance, Communications, or related field preferred
- Prior experience in sales, account management, customer service, or financial services is a plus but not required
- Competitive base salary with performance-based incentives
- Hands-on training and mentorship
- Clear growth path into a full Account Executive role
- Health, dental, and vision benefits
- Paid time off and holidays
- Collaborative, team-oriented office environment
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