Account Executive

# of Openings


Vizant is a leading independent advisory firm that helps treasury functions eliminate transaction fees, improve processes, optimize products, and deliver greater business value. Our team of finance and treasury professionals speak your language, understand your challenges, and have helped hundreds of companies achieve savings, simplify processes, and succeed in a demanding and rapidly changing environment.  


The Account Executive will develop new business for the company by building relationships with prospective clients.


  • Ability to sell our consulting service
  • Ability to appropriately qualify leads
  • Research viable prospects for new business
  • Contact potential clients via telephone and email to schedule over the phone and/or in person presentations for the Business Development Advisor
  • Develop new business for the company
  • Represent Vizant in a positive and professional manner
  • A track record of successfully exceeding assigned quotas and goals
  • Build strong, long-term relationships with prospective clients
  • Maintain current records for documenting sales progress in CRM on a regular basis
  • Work and collaborate with other functions such as: operations, sales, marketing, client services, and executives in the organization
  • Utilize resources to stay up to date on industry knowledge


  • Bachelor’s Degree or Education plus Equivalent Work Experience
  • 5+ Years of Experience
  • Financial Experience preferred
  • Strong time management skills
  • Excellent verbal and written communications skills
  • Experience working with MS Power Point, Word and Excel and a CRM system
  • Must be flexible with a “Think Outside the Box” mindset
  • Must be willing to work individually and with a team
  • Ability to adapt to change
  • Self-motivated and disciplined
  • Persistent


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