Senior Account Executive

Role Description

As a Senior Account Executive at Gen, you’ll drive revenue growth by building relationships with financial clients, focusing on both new business and upselling opportunities. Reporting to the EVP of Media & Strategy, you’ll lead high-impact client engagements, educate partners on performance-driven solutions, and exceed quarterly sales targets.

• Build and manage a book of financial and related client revenue, consisting of both existing accounts and prospective clients to close and onboard.
• Meet and exceed quarterly revenue targets through consistent new sales and upselling activities.
• Conduct regular client-facing interactions including calls, office visits, lunches, networking, and educational meetings with top ad agencies and brands.
• Educate prospective clients on direct response, customer acquisition, content, and sponsorship opportunities.
• Ensure client satisfaction by deeply understanding KPIs, driving goal achievement, and maintaining compliance.
• Drive forward planning, encourage data sharing, and identify new opportunities to support CTI performance.
• Maintain accurate records of all accounts, opportunities, and prospects in Salesforce per team standards.
• Work closely with Sales Operations to delegate tasks, allowing you to focus on growth and strategic goals.
• Negotiate increases in client budgets by proposing new initiatives, products, and optimizations.
• Collaborate with Sales Ops and Product teams to develop new strategies, leveraging creative and landing page testing.
• Stay ahead of digital trends and lead internal and client education efforts on digital strategy, mobile, and technology.
• Facilitate onboarding of new clients.
• Stay informed on product updates, industry pricing, and competitive trends across display, mobile, and digital sales.
• Represent the company at client meetings, industry events, and conferences as needed.
• Monitor and analyze campaign performance reports, providing clients with actionable insights and recommendations.
• Coordinate with technical, legal, tracking, trafficking, compliance, and creative teams to ensure smooth execution.

Qualifications

• 5+ years of experience in sales or account management, specifically within the ad tech, digital media, or digital marketing industry.
• Proven track record of selling performance-based digital media, particularly to financial brands and companies aiming to reach audiences interested in personal finance and wellness.
• Deep understanding of the financial services landscape and performance-driven marketing.
• Strong client relationship management skills with a focus on long-term partnerships.
• Excellent communication, negotiation, and presentation skills.
• Proficiency with Salesforce and other sales enablement tools.
• Ability to thrive in a fast-paced, goal-oriented environment.
• Bachelor’s degree required.
• Willingness to travel when needed.

Benefits

• Health & Wellness – Access to medical, dental, and vision insurance plans, telemedicine services, and health savings accounts (HSAs).
• Financial Security – 401(k) retirement plan participation, company-paid life and accidental death & dismemberment (AD&D) insurance, plus opportunities to invest through our Employee Stock Purchase Plan (ESPP).
• Work-Life Balance – Generous paid time off (PTO), company holidays, and various leave options to support personal and family needs.
• Professional Development – Annual education reimbursement (up to $5,250) for job-related courses.
• Wellness Reimbursement – Up to $450 per year to cover fitness-related expenses.
• Additional Perks – Access to commuter spending accounts, legal assistance plans, family support services, and exclusive employee discounts.