Sr Account Executive (HBC), Financial Services

Join Our Team as a Senior Account Executive, Financial Services.

Hallmark Business Connections (HBC) is a subsidiary of Hallmark Cards.

As a Senior Account Executive at HBC, you will identify, nurture, and close deals that help thousands of financial advisors and insurance agents build lasting relationships with their customers. Your focus will be on driving new logo growth across key verticals by working closely with account directors, marketing, and product owners to maximize growth opportunities. You will leverage your marketing and technology expertise, along with excellent communication skills, to foster confidence and trust with prospects, clients, and internal teams. Reporting directly to our VP of Sales & Marketing, you will be empowered to pursue meaningful deals that drive our company's growth goals.

Primary Responsibilities:

• Revenue Generation: Drive new business growth by identifying and pursuing revenue-generating opportunities, managing sales pipelines, and executing account strategies for new, expansion, and renewal bookings.
• New Logo Acquisition: Focus on acquiring new logos within a highly targeted ICP territory of prospects.
• Sales Process Ownership: Manage the sales process end-to-end, including discovery, presentations, proposals, negotiations, and closing deals.
• Collaboration: Work with Product Owners and other SMEs to align on solutions, offerings, and emerging client and market opportunities.
• Marketing Partnership: Collaborate with Marketing staff, Art Directors, and Editorial Directors on pitch decks and sales collateral to impress your target audience and remain fresh, relevant, and impactful.
• Solution Selling: Build, iterate, and execute a repeatable B2B SaaS solution selling motion, discovering high-value customer use cases, positioning HBC solutions, and scaling across industries.
• Demos: Conduct tailored, high-impact demos.
• Stakeholder Alignment: Stay tightly aligned with internal stakeholders to ensure successful handoffs and client retention.
• Negotiation: Work with management and legal to negotiate pricing and contract terms.
• Forecasting: Maintain accurate forecasting and CRM hygiene using Salesforce.
• Travel: Travel to events, conferences, and client meetings (approx. 25% - 50%).

This position may be remote.

Perks & Benefits:

• Remote-first lifestyle with flexible PTO and time off during holidays.
• Comprehensive benefits including medical, dental, vision, and 401k (with matching options).
• Health Savings Account (HSA) options.
• Development fund to support your professional growth.
• Recognition, company-sponsored events, and more!

Basic Qualifications:

• Bachelor's degree.
• Minimum of 5 years of experience selling SaaS to mid-market and enterprise clients.

Preferred Qualifications:

• Strong communication, presentation, and interpersonal skills, with the ability to lead discussions, influence stakeholders, and guide clients through complex projects.
• Ability to travel as needed (25-50%) to meet with customers, attend events, and foster relationships.
• Previous marketing or sales experience in financial planning, wealth management, property and casualty insurance, or banking.
• Experience in marketing automation or agency work.
• Experience working with Fortune 1000 clients and securing $500k+ contracts, managing the sales process end-to-end.
• Experience leading cross-functional teams to serve client needs.
• Self-starter with exceptional problem-solving skills and high attention to detail.
• Knowledge or proficiency in Salesforce CRM, ZoomInfo, and Microsoft Copilot.
• High emotional intelligence and natural executive presence.

Want to learn more about Hallmark Business Connections - check out our website:

https://www.hallmarkbusiness.com/

Ready to Apply?

Now's your chance to embrace a future with Hallmark-follow the instructions below to submit your application!

Application Instructions:

• Submit a resume or document showcasing how you meet the basic qualifications.
• Accepted file types: DOCX and PDF.
• Employment is contingent on background checks, drug screening, and eligibility verification.

In compliance with the Immigration Reform and Control Act of 1986, Hallmark Cards, Inc. and its subsidiary companies will hire only individuals lawfully authorized to work in the United States. Hallmark does not generally provide sponsorship for employment.

Employment by Hallmark is contingent upon the signing of the Employment Agreement, signing of an agreement to arbitrate in connection with the Hallmark Dispute Resolution Program, completing Form I-9 Employment Eligibility Verification, passing the urinalysis drug screen, education verification and satisfactory reference and background checks.

Hallmark is an equal opportunity employer. All qualified applicants will be considered for employment without regard to race, color, religion, sex, age, pregnancy, national origin, physical or mental disability, genetics, sexual orientation, gender identity, veteran status, or any other legally-protected status. Principals only please.

Hallmark Business Connections plays a critical role in bringing consumer insights to life in the business world. We help businesses build relationships with their customers, clients, and employees. And we pride ourselves on understanding the relationship and communication nuances that keep these connections relevant. We've established a culture of rolling up our sleeves to get the work done through collaboration, innovation, and some entrepreneurial grit. Our products are sold on our own eCommerce store as well as on Amazon. We also develop custom greeting card programs in collaboration with Fortune 500 brands. The business-appropriate products we create help make a difference in a world that could use a little more caring.

At Hallmark Business Connections, we're a small, innovative, tight-knit team and we strive to cultivate a culture where personal and professional growth are the cornerstones of talent enrichment and retention. Pursuing internal opportunities is a great way to leverage your experience while reaching higher or branching into a new area.

HALLMARK - Because Connecting With Each Other Has Never Been More Important

For more than a century, Hallmark has been bringing people together and improving the relationships that matter most. That's why millions of people all over the world connect with the Hallmark brand. It has always been a mission so much bigger than any one of us who work here.

Today, we need empathetic learners, strategic thinkers, and enthusiastic visionaries with diverse experiences and skills to help us create the rest of Hallmark's second century as we shift to a more digitally savvy, unified approach that combines the best of brick-and-mortar retail with the efficiency of dot-com spaces. Help us imagine what our next hundred years could look like!

When you join Hallmark, we will go out of our way to make you feel like part of the team. In the day-to-day, we'll make the best use of the skills and talents you already have. We'll also give you leadership opportunities and show you multiple potential pathways to future success.

Our culture of care for our consumers and for one another shows in the way we embrace different backgrounds, identities, and working styles, deliberately seeking out ways to be more inclusive both internally among our work groups and externally through the things we make and sell to our retail partners and consumers. We believe that a broadly inclusive, equitable approach is also our best path to future success. We're seeking out those who can bring a fresh perspective to our business and would love your input as someone new to our team! We can only change and grow when we intentionally include new perspectives-like yours.

For purposes of compliance with certain federal regulatory and contractual requirements, Hallmark Business Connections requires that each person who has been offered a position with Hallmark Business Connections submit to a pre-employment drug screening. The drug screening will be conducted in accordance with applicable laws.