Account Manager - Financial Services
Location: Phoenix, AZ
Job Type: full-time
Company: The Select Group
Job Description Apply Now
Account Manager – Financial Services Industry – Remote (Phoenix, AZ)
Company Overview:
The Select Group (TSG) is a privately held technology consulting firm headquartered in Raleigh, North Carolina. Since 1999, we’ve been at the forefront of delivering end-to-end consulting services to clients across diverse industries throughout the U.S. and Canada. We help clients solve their toughest challenges, inspire digital innovation and drive meaningful results.
We are committed to supporting various client needs, helping them to address ever-evolving trends across various industries. Our service areas—Cloud & Infrastructure, Cybersecurity, Data & AI, Digital Transformation, Learning & Development, and Project Management & Agile—are designed to create long-term success by aligning with your business goals and advancing to meet future demands.
Key Differentiators:
- Industry Expertise: TSG's team possesses deep industry knowledge and experience across a wide range of sectors, including Communications, Consumer & Industrials, Energy & Utilities Federal, Financial Services, Healthcare and Technology. This expertise allows TSG to understand the unique challenges and opportunities within each industry and deliver tailored solutions that address specific client needs.
- Quality and Compliance: TSG is committed to maintaining the highest standards of quality and compliance in all aspects of its operations.
- Client-Centric Approach: At the heart of TSG's business philosophy is a commitment to client satisfaction. The company takes a collaborative approach to client engagement, working closely with clients to understand their goals, challenges, and priorities, and delivering customized solutions that exceed expectations.
- Innovation and Adaptability: TSG prides itself on its ability to innovate and adapt to changing market dynamics and client needs. The company continuously invests in technology, processes, and people development to stay ahead of industry trends and deliver cutting-edge solutions that drive value for clients.
About the Job: Account Manager – Financial Services Industry
Location: Phoenix, Arizona
Remote Office: To be considered for this position, candidates must live within a commutable distance of our client(s) in Phoenix, AZ due to the requirement of frequent onsite meetings in the local region.
Key Responsibilities:
Business Development:
- Client Acquisition: Proactively identify, target, and engage potential clients to generate new business opportunities. This includes generating sales leads and cold-calling prospective clients.
- Proposal Development: Collaborate with internal teams to develop compelling proposals, presentations, and RFP responses tailored to client needs.
- Pipeline Management: Maintain and grow a robust sales pipeline using CRM tools, ensuring consistent follow-ups and progress tracking.
- Revenue Goals: Achieve or exceed quarterly and annual sales goals and other KPIs set by leadership.
- Relationship Management: As part of client engagement, you will build and maintain strong client relationships by serving as the primary point of contact, prioritizing in-person interactions, and leveraging virtual platforms when needed. You will also travel frequently to client locations to provide hands-on support and represent the firm at industry events, conferences, and networking opportunities to strengthen partnerships and enhance visibility.
- Needs Assessment: Partner with clients to understand their business challenges and objectives, aligning TSG’s to meet their needs.
- Client Advocacy: Serve as a client advocate within the firm, ensuring expectations are met and requests are responded to promptly.
- Stakeholder Engagement: Engage with senior client personnel and decision-makers to establish and sustain strong professional relationships.
- Account Planning: Develop and execute detailed account plans, outlining strategies for growth and alignment with client business goals.
- Solutions Development: Partner closely with the technical solutions development team to design and present tailored solutions that address client needs and demonstrate the firm's capabilities.
- Service Delivery: Collaborate with the project delivery team to ensure seamless execution of deliverables, maintaining alignment with client expectations and project timelines.
- Sales Support: Work with the sales support team to develop comprehensive proposals, pricing strategies, and contracts that align with business objectives and client requirements.
- Marketing: Coordinate with the marketing team to leverage campaigns, collateral, and events to support business development efforts and strengthen client engagement.
- Cross-Functional Communication: Act as a liaison between client-facing teams and internal departments to ensure alignment, efficiency, and a unified approach to achieving client success.
Key Qualifications:
- At least 1 year of business development and professional selling experience.
- Experience selling IT Consulting Services or Technology Solutions required
- Sales experience within the Financial Services Industry is highly preferred.
- Proven track record of consistently exceeding objectives and quotas.
- Successful experience with new account development and/or large account management.
- Proven prospecting and sales cycle management skills.
- High levels of social perceptiveness with a passion for understanding and exceeding client expectations.
- Excellent communication, presentation, and negotiation skills.
- Bachelor's degree or equivalent business experience.
Our Culture:
At TSG, our culture is grounded in taking care of one another. Through our CSR program focused on the wellbeing of our people, we foster a high-performing environment. We remain committed to shaping a more inclusive future for our company and the communities we serve. By prioritizing wellbeing, growth, and inclusivity, we build a foundation of trust, innovation, and shared success—one that multiplies the achievements of our employees, our clients, and our business.
Equal Opportunity Employer:
The Select Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state, and local laws.
If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact for assistance.
For California Applicants, please visit the following website to view our CCPA Notice -
Connect with us: - See our culture in action on and
- Know someone who would be perfect for this role? Share this career opportunity with them.
Questions? Reach out to our