Account Executive

Exceptional Service. Endless Improvement. Passionate People. Honest and Forthright. These values guide everything we do, and we achieve them thanks to the diverse and collaborative efforts of our team. We are dedicated to creating a supportive environment where every team member can thrive. This includes fostering learning, professional growth, and valuing each team member’s input, all within a culture that promotes work-life balance and a strong sense of belonging. 

Due to growth, we are currently seeking to add an Account Executive to our exceptional team in our Middletown location. In this fast-paced role, you will engage in daily conversations with potential clients aiming to build trust and foster relationships for future opportunities. Success in this role consists of being approachable and persuasive, building out a center of influence, and the ability to understand diverse client needs and offer solutions that align with their goals. We’re seeking candidates who are patient, calm under pressure, and dedicated to making impactful connections through consistent communication.

Responsibilities

• Focus on identifying and engaging potential clients within the Financial Services vertical.
• Develop a strong network and center of influence in your assigned territory.
• Understand prospective client goals and align them with Charles IT's service offerings.
• Lead initial outreach efforts, including discovery meetings and value-based conversations.
• Actively pursue leads through cold calling and other outbound strategies.
• Conduct onsite assessments to identify opportunities for improvement and recommend tailored solutions.
• Maintain accurate records and track key metrics in HubSpot.
• Build and nurture relationships with industry professionals, associations, and referral partners.
• Represent Charles IT at relevant industry events to expand visibility and drive connections.
• Other duties as assigned

Requirements

• Proven experience in a sales role; experience within the managed services industry is a plus
• Familiarity with the Financial Services market and line-of-business applications
• Strong verbal and written communication skills in English
• Excellent multitasking and time management abilities in a fast-paced, client-driven environment
• Highly organized with keen attention to detail
• Self-motivated and able to work independently with a focus on achieving results
• Skilled in prospecting through phone, email, social media, and face-to-face interactions
• Outstanding networking and relationship-building capabilities
• Must possess a current, valid U.S. driver’s license

Benefits

Benefits

Charles IT offers a competitive benefits program including Medical, Dental, Vision, Life, Disability, Paid Holidays, PTO, 401K, and bonuses. In addition, we offer free dry cleaning, a fully stocked break room, Friday team lunches, paid training, team-building outings every quarter, professional development and so much more! 

Our Commitment to Inclusion: 

Charles IT is committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, sex, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity, or any other protected category. We welcome and encourage diverse perspectives. 

The information contained in this job description is for compliance with the American with Disabilities Act (A.D.A.) and is not an exhaustive list of the duties performed for this position. Additional duties may be required. 

If you’re excited about contributing your expertise to a fast-growing company that values innovation and teamwork, we’d love to hear from you!