Client Executive Resume Sample

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Stacey Medhurst
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Work Experience

Client Executive
06/2017 - PRESENT
Philadelphia, PA
  • Successful sales and delivery of professional/managed services and Advanced Technologies at key customers
  • At least three years’ experience managing a business or product/account at the top profit/loss decision level
  • Align with regional Cisco OD and Client Executive and associated PSS’s and embedding CSC
  • Build and manage a sales pipelines
  • Understands the client’s business objectives and leads the development of custom solutions to address the client/prospect needs
  • Creates a client-specific business plan in conjunction with colleagues to ensure growth, retention, and cross-sell goals are met
  • Coordinates internal operational departments to ensure service levels meet or exceed client expectations and protect the firm from Errors & Omissions (E&O)
Senior Client Executive
08/2014 - 12/2016
Phoenix, AZ
  • Leads communication between the client and the service team members locally and nationally
  • Seeks feedback on MMA's execution of projects and renewals through ongoing client dialogue
  • Reports at-risk accounts and executes client retention strategies
  • Provides assistance to the team by answering daily questions and providing ongoing developmental training to team members, encouraging self-directed research
  • Ensures that Marsh Transparency and Disclosure, Best Practices and quality standards are adhered to in all aspects of the practice and is responsible for all contractual and regulatory compliance
  • Travels and gives face-to-face presentations to current and/or potential clients
  • Utilize and contribute to the company’s network that builds and shares sales and placement information and make use of company’s network resources to enhance productivity and economic benefits to both Marsh and the client
  • Obtain feedback on Marsh’s execution of projects and renewals through Client Satisfaction Surveys and ongoing client dialogue
Investor Services Client Executive
11/2009 - 05/2014
Phoenix, AZ
  • Professional skills in communications and writing
  • Professional in appearance and mannerisms
  • Tact and diplomacy in dealing with others
  • Also, requires good organizational skills, ability to stay in control and maintain even handed approach with people while working with continually changing multi tasks in a deadline work environment
  • Leads the development of custom solutions to address the client/prospect needs
  • Develops a business plan for portfolio of clients and prospects to meet specific retention and sales goals
  • Manages revenue, profitability, and timely billing and collection (working capital) for each client
  • Leads the service team by setting its goals, monitoring its progress, assuring service meets or exceeds client expectations, and protecting the firm from Errors & Omissions (E&O)
  • Seeks feedback on Marsh’s execution of projects and renewals through client survey and ongoing client dialogue


University of Phoenix - Southern Colorado Campus
2005 - 2009
Bachelor's Degree in Business

Professional Skills

  • Excellent communication skills, solid customer service skills, keen attention to detail, strong organizational skills, and demonstrated initiative
  • Personal presence, strong influencing skills and outstanding communication skills
  • Demonstrated territory management skills including prospecting and lead development skills
  • Excellent consultative selling skills and customer relationship skills
  • Strong relationship selling skills and experience
  • Demonstrated strong communication, written, and formal presentation skills as well as proficiency in selling to the close
  • Demonstrated leadership and management skills coupled with strong business insight

How to write Client Executive Resume

Client Executive role is responsible for customer, negotiation, interpersonal, presentation, leadership, organizational, business, relationship, selling, organization.
To write great resume for client executive job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Client Executive Resume

The section contact information is important in your client executive resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Client Executive Resume

The section work experience is an essential part of your client executive resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous client executive responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular client executive position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Client Executive resume experience can include:

  • Performs any combination of tasks related to the quoting, binding and servicing of new and renewal accounts including rating, responding to producer and company inquiries, binder and invoice preparation and policy and endorsement set- up and cancellation
  • Analyzes accounts and prepares submissions, determines which markets are best suited to accounts, negotiates with client and underwriters to secure the best terms, and completes the transaction by obtaining mutual agreement of client and underwriter
  • Establishes and maintains business relationships with principles and key production and/ or marketing personnel in agencies and with underwriters in key insurance companies
  • Outstanding presentation, communication skills (verbal & written) and meeting facilitation skills
  • Have solid research, writing and editing skills, and the ability to continue developing media contacts/relationships
  • Strong customer advocacy skills with growing wallet share being the main focus

Education on a Client Executive Resume

Make sure to make education a priority on your client executive resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your client executive experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Client Executive Resume

When listing skills on your client executive resume, remember always to be honest about your level of ability. Include the Skills section after experience. Present the most important skills in your resume, there's a list of typical client executive skills:

  • Exceptional client relationship management skills, including excellent communication and interpersonal skills
  • Strong, proven negotiation and Influencing skills for both internal and external clients
  • Mastery of tasks and skills at Client Executive level, often with proven communications experience
  • Professional demeanor and proven experience effectively interacting with all levels of clients and Fiserv associates including executive level management
  • Effective relationship builder with good negotiation skills
  • High level knowledge of how TPA’s operate, associated with good insurance skills

List of Typical Experience For a Client Executive Resume


Experience For Senior Client Executive Resume

  • Strong leadership skills in coaching and developing a sales organization for 15+ people
  • Strong leadership skills in coaching and developing a sales organization for 10+ people
  • Strong leadership skills in coaching and developing a cross functional team for 20+ people
  • Excellent organizational and personal influencing skills
  • Strong communication skills both oral and written and confidence in dealing with customers both internal and external
  • Demonstrating superior writing, editing and presentation-development skills and consistently producing high-quality content and outputs

Experience For Multinational Client Executive Resume

  • Committing to continuous learning and improvement of skills; setting and pursuing stretch goals
  • Conducting industry research and presenting analysis succinctly and effectively
  • Good OOH knowledge and experience of planning and buying including Environment Planning and Activation process
  • Strong experience with Excel is desired. This would include crafting and interpreting financial models
  • Experience with Securities Lending and strong back ground on Agency Lending process and product knowledge

Experience For Investor Services Client Executive Resume

  • Liaise effectively between clients and internal stakeholders, taking briefings about work and passing on key information to others as required
  • Identify new opportunities, and use consultative solution selling skillsets to creatively position end to end solutions
  • Superior communication skills, listening, written, and verbal communication
  • Proven experience of Client Executive or Account Handling with medium to large UK and Global Accounts
  • PC skills using funnel management software
  • Strong pre-sales, prospecting and lead generation experience
  • Work experience (preferably account management) with a proven record of building relationships with clients in a support capacity
  • Experience / extensive knowledge in multiple lines of business, preferably experience of working with multinational corporations
  • Create, review and recommends area budgets and expenditures to operate with cost effectiveness, to ensure maximum profitability for the market

Experience For Client Executive Service Resume

  • Team worker, works effectively within the global team delivering own targets and supporting others
  • Work with the appropriate LOB in qualifying opportunities, establishing effective solutions and executing effective win strategies
  • Developing and executing against an effective account plan
  • Building up a strong network within this customer through all levels including C-level and different departments
  • Working knowledge of property and casualty insurance including specific experience in either personal or commercial insurance
  • Understanding of technology directions and trends. Excellent thought leader and visionary of future IT environment

Experience For Enterprise Client Executive Resume

  • Lead a global account team, developing and executing business plans, driving executive-level contact planning andensuring effective team communication
  • Experience in identifying, developing, and maintaining relationships at a senior level
  • Effectiveness in analysing, interpreting data and articulating the business implications
  • Responsible for maintaining and expanding a large book of business containing complex and priority accounts
  • Deliver revenue plan by executing an overall sales strategy, involving 3DS Ecosystem in line with decision validated once VALUE ENGAGEMENT deployed
  • Experience managing a sales funnel and forecasting sales
  • Excellent understanding of insurance terminology, trends and factor influencing the industry, and the various lines of commercial insurance
  • Experience using Solutions Selling methodology and tools
  • Experience calling at all levels with customer’s organization and maintaining multiple customer contacts

Experience For Regional Client Executive Resume

  • Demonstrate high service or product knowledge and integrity in researching and sharing service-related information with account teams and customers
  • Have a fundamental understanding of media outreach assignments and apply experience and initiative in assisting to develop appropriate media strategies
  • Experience with agencies, digital advertising, marketing, and / or automotive is desired
  • Proven track record of exceeding revenue targets and driving sustainable customer growth
  • Proven track record in attaining/exceeding of quota based metrics

Experience For Global Client Executive Resume

  • Shown experience structuring and leading complex multi-million dollar deals
  • Build and coordinates strong teams including sales, pre-sales, post sales, consulting staff
  • Works with all functional areas through the organization to establish strong working relationships and to drive common company goals
  • Proven track record of building deep relationships with CxO's in key customers organizations
  • Proven track record of negotiating cross-functionally large and complex deals with customers procurement and legal departme
  • Build and lead a strong team using technical and business acumen to align business drivers to Cisco solutions
  • Experience in selling solutions for international or large companies, prefereably airlines
  • Experience in selling solutions for international or large companies
  • Experience in selling enterprise software solutions for large companies

Experience For International Client Executive Resume

  • Engagement Management experience of large, diverse outsourcing engagements
  • Experience working in the Insurance industry with Business and IT knowledge
  • Experience managing a book of business north of $15M
  • Proven success in selling a brand new, disruptive technologies
  • Develop strong relations with customers at decision-making levels
  • Verifiable successful consultative sales experience calling on C - Suite and senior buyers in the payer market
  • Experience handling complex and difficult accounts
  • Experience selling healthcare services to employers
  • Experience working in healthcare delivery system

Experience For VP, Client Executive, Loan Syndications Resume

  • Team player who fosters a strong working environment
  • Strong team working and collaboration
  • Experience in managing client relationships
  • Experience in the Telecommunications or ICT industry selling technical Customer solutions
  • Client facing experience

Experience For Senior Multinational Client Executive Resume

  • Healthcare experience dealing with clients directly
  • Experience handling complex and difficult accounts
  • Experience working in healthcare delivery system
  • Experience in a Revenue Cycle environment or related service based payment processes and reporting
  • Demonstrated ability to adapt your presentations to the level of the audience, and comfort with presenting technical materials to large groups

List of Typical Skills For a Client Executive Resume


Skills For Senior Client Executive Resume

  • Demonstrated experience selling to state & local agencies within the State of California and have strong current relationships within that arena
  • Demonstrates expertise in relationship skills which promote and enable a deep understanding the customers’ strategies, business goals and objectives
  • Strong program management and team collaboration skills
  • Demonstrated experience managing key customer relationships and negotiating/closing strategic opportunities
  • Exceptional relationship management skills at the ‘C’ level
  • Effectively articulate Check Point’s value proposition in a clear, concise matter

Skills For Multinational Client Executive Resume

  • Creating and executing short and long term plans for Sky based on good understanding of networking business and technology trends
  • Creating and executing short and long term plans for Veon based on good understanding of networking business and technology trends
  • More than 6 years’ experience and success selling licenses, cloud, and implementation consulting services, a value based selling approach
  • Experience selling and delivering solutions-based services (i.e., not just staffing)
  • Evidence and working knowledge of social networking, digital engagement and blogging
  • Demonstrate track record in meeting and exceeding goals as a sales leader
  • Experience in forecasting, invoicing, SOW and/or proposal development and deal/pursuit management
  • Financial management capabilities, including strong forecasting ability

Skills For Investor Services Client Executive Resume

  • Proven track record in attaining/exceeding quota-based metrics for self, particularly in a telesales environment
  • Engages in effective forecasting and budgeting of key metrics for assigned client accounts
  • Lead account planning and opportunity identification and prioritization
  • Excellent understanding of Digital Transformation, Cloud and Data in the context of Business Transformation and Technology
  • Build good working relationships with clients and be able to confidently discuss issues within their business and sector
  • Experience with Connected Manufacturing, Connected Car, Connected Spaces and future Mobility concepts of the Automotive Industry

Skills For Client Executive Service Resume

  • Commercially astute – significant commercial business experience and knowledge
  • Lead, motivate and energise people to co-operate and perform to well defined action plans
  • Use their experience and provide wisdom, insight and energy
  • Builds strong relationships with customers and maintains a high level of customer satisfaction
  • Understands Equifax customers and develops plans which enable the effective execution of sales initiatives

Skills For Enterprise Client Executive Resume

  • Demonstrates knowledge of the clients industry and context of the current market climate
  • Consistently demonstrates an executive presence and maintains advisory relationships with senior executive level clients and client influencers
  • Demonstrates the ability to interact at executive level
  • Understanding and working the sensitivities between Corporate organisation and the various Sky Operating Companies
  • Building, developing and maintaining client and OEM relationships
  • Supporting the Client Director in delivering against the Strategic Account Plans, key client conversations and business development
  • Understanding of firm’s knowledge sharing tools and portals e.g. Spark, Gateway
  • Expanding Cisco presence across multiple Domains and driving relevance against the customer's key business objectives

Skills For Regional Client Executive Resume

  • Determining and executing the optimal coverage model for Veon
  • Creating Value for Philips and Cisco. Determining the optimal coverage model
  • Representing the company with customers
  • Supporting GB with new business and renewals
  • Working with the Branch Managers and claims teams to deliver to specific service level agreements
  • Taking responsibility for client satisfaction targets for your portfolio of clients
  • Sharing knowledge and relevant information about the industry & client with the extended Nielsen team
  • Positioning solutions to potential clientele
  • Effecting the placement with the short listed insurer/reinsurer

Skills For Global Client Executive Resume

  • Willing to constantly learn and grow with the business
  • Responsible for selling the companys products or services, developing new accounts and/or expanding existing accounts
  • Lead the selling strategy creating short and long-term plans based on research and a deep understanding of business and technology trends
  • Work with Product Engineering Teams in creating integrated solutions that address complex problems with a focus on the Cisco value proposition
  • Day-to-day management of the assigned portfolio of clients, by recognizing their needs and contributing to their objectives and overall performance

Skills For International Client Executive Resume

  • Can make informed inferences about a customer business based on understanding of the market or competitors (Using IBM's deep industry expertise)
  • Comprehensive understanding of technology buying centres
  • Accurately complete monthly financial activities such as forecasting, invoicing, revenue recognition, and accounts receivable
  • Works with customers to identify new opportunities, and ensures cross-selling and upselling of Avanade services
  • Professional networking to build relationships with C-level executives and decision-making managers at targeted clients

Skills For VP, Client Executive, Loan Syndications Resume

  • P&L budgeting, forecasting and expense management
  • Take ownership of client meeting preparation (e.g., agendas, meeting notes, topics for discussion, background research)
  • Deal Advancement & Closing
  • Industry/Customer Knowledge: An in-depth understanding your client’s business needs and goals. Understand the framework within which the client operates and the underlying competitive strategies within the Federal Government
  • Collaboration/Partnering: Strong collaborative skills in building alliances and partnerships internally within IBM and with IBM partners, leading vendors to lead the sale. Teamwork at highest levels leading complex, multi-disciplined engagement teams responsible for the development of deliverables, such as client proposal and presentations
  • Strong professional interpersonal skills, including verbal, written, and presentation
  • Excellent communication and research skills, with ability to analyse and present facts, opinions and creative ideas clearly verbally, visually and in writing
  • Proven track record of cross selling skills

Skills For Senior Multinational Client Executive Resume

  • Strong teaming, communications, and organizational skills
  • Experience of managing by influence and demonstrated ability to manage complex issue resolution
  • Proven experience of managing a portfolio of corporate client accounts
  • Strong and effective project management abilities applied in delivering solutions to satisfy business unit needs
  • Experience selling global solutions with execution at regional level

List of Typical Responsibilities For a Client Executive Resume


Responsibilities For Senior Client Executive Resume

  • Experience working in and/or selling to large Pharmaceutical companies, preferably Johnson & Johnson
  • Place high priority on delivering quality results; goes above and beyond client and management’s expectations
  • Experience in related software industry with at least 5-7 years in a selling role (preferably to SLED)
  • Preferably experience of working with large and/or multinational corporations
  • Able to write concise, thoughtful e-mails to clients and demonstrates a thorough knowledge of the clients’ market and business
  • Solid business acumen and negotiation abilities which appropriately balances creativity, entrepreneurship and risk taking

Responsibilities For Multinational Client Executive Resume

  • We are actively seeking candidates with SLED experience and VMware solutions knowledge
  • Experience in alliance and or distribution management with a Global Distribution Partner
  • Experience in the financial industry, preferably in the institutional business
  • Maintain strong product knowledge and provide expertise on custody services and China market entry
  • Experience in BD
  • Understanding in detail the client’s business and requirements to enable a tailored approach to new product offerings and solutions to existing issues
  • Working collectively with team to deliver PSI’s financial targets under agreed agency remit. Deliver revenue, profit and diversified income targets
  • Handling and escalation of issues or complaints in regard to renewal, bookings, service or compliance
  • Build & maintain positive working relationships with assigned clients and fund managers through an active calling program that ensures optimal service

Responsibilities For Investor Services Client Executive Resume

  • Identify and understand client requirements across the entire securities services value chain in order to proactively recommend process improvements and enhancements to meet clients’ needs
  • Strategic understanding and proactive engagement of the client’s planning of their ICT and systems integration priorities
  • Build & maintain positive working relationships with assigned clients through an active calling program that ensures optimal service
  • Applies a mastery of business acumen, including an understanding of the customers’ business, industry, economic trends, issues and competition
  • Be an ambassador for PSI – both internally and externally, developing and building PSI’s brand reputation
  • Be at customer's site(s) 2-3 out of 5 days of the week building rapport and working directly with customer to solve complex business problems
  • Utilize early warning process to identify and resolve client service issues before they are escalated to client at risk
  • Become an expert on the customer’s operating business
  • Cross-sell securities services products to existing clients

Responsibilities For Client Executive Service Resume

  • Develop and edit high-quality written materials that reflect an understanding of the client’s business (objectives, market, competitive position), as well as professional standards
  • Serve as primary and ongoing contact on client’s behalf to press and analysts. Identify appropriate target influencers and sees pitch through to successful placement
  • Assists the LOB’s in pipeline management and forecasting
  • Lead RFP and SLA preparation/negotiation and other marketing support to drive sales
  • Provide guideline/training/assistance to junior team member if needed
  • Proactively consult with clients regarding Diversified’s various products and services, in addition to legislative changes
  • Responsible for selling the complete VMware solution, products, and services within a single account with several subsidiaries
  • Provide a clear understanding of competitor footprint within the IC and how it affects CACI’s position and approach on current and future opportunities

Responsibilities For Enterprise Client Executive Resume

  • Identify, and agree strategies for, clients’ risk management, risk financing and insurance needs and objectives
  • Maintain a thorough and current understanding of the client’s business, products and category
  • Works with AVP using sales approach to determine member’s needs
  • Responsible for selling the complete VMware solution, products, and services
  • Adapts communications and approaches to conclude negotiations with various partners resulting in common agreements
  • Retaining/growing existing client relationships, by engaging in a high touch consultative manner that helps maintain Russell’s relevance to our most valued clients
  • Consult with clients and advisors on qualified plan design issues. Interpret and explain plan provisions and regulations. Recommend alternative plan design provisions to accomplish clients’ goals

Responsibilities For Regional Client Executive Resume

  • Learn and understand the DHS’s extended business model and create offerings and solutions to meet Intel agency goals
  • Match the VMware solution to the DHS’s business needs, challenges, and technical requirements
  • Cross Sell Products to existing clients - Identify and understand client requirements across the entire Markets and Securities Services value chain in order to proactively recommend process improvements and enhancements and solutions to meet clients’ needs
  • Learn and understand the assigned accounts’ extended business models and create offerings and solutions to meet SLED goals
  • Learn and understand the Civilian accounts’ extended business models and create offerings and solutions to meet the customer’s goals

Responsibilities For Global Client Executive Resume

  • Consult with clients on legislative changes that impact their plan. If warranted, make recommendations for plan changes to ensure that the client’s plan stays in compliance
  • Review the organization’s service solutions regarding TRS’ various products and services
  • Manage and communicate solutions to complex issues regarding all facets of the client’s retirement plans
  • Demonstrate extensive knowledge in plan design, TRS’ resources and capabilities through the ability to recommend value-creating services to clients and brokers
  • Responsible for selling the complete VMware solution, products, and services within a list of approximately 4-7 Named Select Accounts
  • Able to build and maintain Cx Level relationships
  • Dynamic presenter with the ability to influence and drive VMware’s strategic agenda

Responsibilities For International Client Executive Resume

  • Consults with clients and brokers on qualified plan design issues. Interprets and explains plan provisions and regulations. Recommends alternative plan design provisions to accomplish clients’ goals. Forwards requests for plan amendments through appropriate channels for processing
  • Responsible for selling the complete VMware solution, products, and services within a list of geographically focused local government (city, county, and education) accounts in Missouri and Iowa
  • To manage clients such that all requirement, inquiries, issues are handle efficiently so that client’s satisfaction is 100%
  • To maintain, review and update client’s documents per internal and regulatory requirements
  • Provide sales support during preliminary discuss with QFII/RQFII prospects and lead the QFIIRQFII application preparation, approval, implementation process, and on-going support to ensure clients’ satisfaction
  • Provide a high quality value added service experience across all the client organization
  • Ensure a consistent, cohesive and seamless service delivery across multiple Citi products and regions
  • Provide solution for all escalated service related issues and co-ordinate resolution within Citi

Responsibilities For VP, Client Executive, Loan Syndications Resume

  • Perform industry and competitor analysis to explore opportunity for new products
  • Demonstrate extensive knowledge in plan design, Diversified’s resources and capabilities through the ability to recommend value-creating services to clients and brokers
  • Experience calling on the Healthcare vertical
  • Bring ideas for APW content and structure
  • Creation and maintenance of relationship maps, Org Charts. Of our client’s key people
  • Take the lead on APW admin logistics, venue ideas & search
  • Support the Client Driver to complete the account strategy/plan

Responsibilities For Senior Multinational Client Executive Resume

  • Act as a business partner with the Regional Sales Director, SE Manager, and Services Sales Executive to create, maintain and execute a business plan with goals and objectives for the region, based on opportunity, customer needs, and VMware’s strategic direction
  • Learn and understand the Customer’s extended business model and create offerings and solutions to meet Intel agency goals
  • Initiates regular, ongoing dialogue with clients and clients' advisors. Counsels clients on emerging financial/industry issues, new bank products and services, regulatory tax changes and general environment. Discusses impact on client’s activities and the bank’s services
  • Establishing a deep understanding of the business model of the Core account set. Such understanding would be achieved through periodic relationship reviews and due diligence meetings. Determine whether the client’s activity makes sense for the service being provided and understand changes (not limited) to the following
  • Provide effective coverage to all business lines in trade finance for the West Coast

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