Professional Services – Sales Executive, IT Services and Consulting at SEI

Oaks, Pennsylvania, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Banking, Wealth Management, Asset Management, IT Services, ConsultingIndustries

Requirements

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)
At least 50% travel required for prospect and client engagements
Familiarity with Agile methodology
Experience with digital transformation or platform migration in wealth management preferred
Embody SEI Values of courage, integrity, collaboration, inclusion, connection and fun

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
Master SEI’s Professional Services portfolio and educate prospective clients on its service offerings
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
Achieve pipeline contribution of ~$2.5-3.5M annually

Skills

Key technologies and capabilities for this role

SalesLead GenerationRelationship BuildingOutsourced CTOOrganizational Change ManagementWorkforce AugmentationData CloudAnalyticsSystems IntegrationApplication DevelopmentBankingWealth ManagementAsset Management

Questions & Answers

Common questions about this position

What experience is required for this Sales Executive role?

A minimum of 8 years of experience in sales is required, with direct experience in banking and wealth management, Fin-Tech or similar industry preferred. Candidates need a proven track record of successful proactive lead generation and sales experience.

What are the key responsibilities of this position?

Key responsibilities include collaborating with Professional Services consultants and enterprise sales to drive territory growth through lead generation across the US, UK, and other regions, making outbound calls to prospective clients, responding to sales inquiries, mastering SEI’s service portfolio, maintaining CRM records, and contributing ~$2.5-3.5M to the pipeline annually.

Is this a remote position or does it require office work?

This information is not specified in the job description.

What is the salary or compensation for this role?

This information is not specified in the job description.

What makes a strong candidate for this Sales Executive position?

Strong candidates are strategic thinkers, relationship builders passionate about client transformation, with excellent communication skills for face-to-face, virtual presentations, phone, email, and social media, plus strong consultative selling abilities.

SEI

Business and technology management consulting firm

About SEI

SEI provides consulting services focused on business and technology management. The firm works with clients to implement customized solutions and manage critical projects, particularly in sectors like healthcare. SEI's consultants collaborate closely with clients to tackle urgent and complex challenges, ensuring that each solution is specifically designed to meet the client's needs. Unlike many competitors, SEI is employee-owned, which fosters a strong commitment to client success and service quality. The company's goal is to enhance organizational performance through effective technology use and strategic planning, while also expanding its presence in various locations, including a new office in Charlotte.

Cincinnati, OhioHeadquarters

1992Year Founded

$705.3KTotal Funding

EARLY_VCCompany Stage

Consulting, Enterprise SoftwareIndustries

501-1,000Employees

Benefits

Flexible Work Hours

Remote Work Options

Risks

Increased competition from AI-adopting firms challenges SEI's market position.

Economic uncertainties may reduce budgets for consulting services, impacting SEI's revenue.

Rapid technological changes require continuous adaptation, straining SEI's resources.

Differentiation

SEI is employee-owned, enhancing commitment and service quality.

SEI offers tailored solutions, ensuring client-specific business and technology strategies.

SEI has a strong presence in multiple locations, including a new Charlotte office.

Upsides

SEI benefits from increased demand for digital transformation consulting post-pandemic.

Growing interest in employee-owned models boosts SEI's employee engagement and retention.

SEI's partnership with Canoe enhances its alternative investment data management capabilities.

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