Client Executive, Managed Services (Financial Services)

Description Presidio, Where Teamwork and Innovation Shape the Future AtPresidio, we're at the forefront of a global technology revolution, transforming industries throughcutting-edge digital solutions and next-generation AI. We empower businesses-and their customers-to achieve more through innovation, automation, and intelligent insights. The Role The Client Executive, MS Renew and Expandplays a critical role in safeguarding and growing recurring revenue streams within assigned customer accounts. This position is focused on maximizing client lifetime value by ensuring contract renewals, driving upsell and cross-sell opportunities and expanding the adoption of cloud services in the Financial Services market. This role requires a strategic approach to account management, proactive engagement with key stakeholders, and alignment with OEM and partner strategies to deliver measurable business outcomes. Success in this position is defined by consistent revenue retention, accelerated growth, and deep client relationships that foster long-term loyalty.Key ResponsibilitiesRevenue Retention & Growth * Ensure timely contract renewals to maintain recurring revenue streams and prevent churn. * Drive expansion within existing accounts through upsell and cross-sell. opportunities across the cloud managed and cloud services portfolio. * Achieve and exceed revenue growth targets by identifying and capitalizing on client needs and market trends. Strategic Account Leadership * Lead proactive engagement with key stakeholders to secure renewals and identify growth opportunities. * Conduct Quarterly Business Reviews (QBRs) to showcase ROI, reinforce value, and position new offerings. * Manage contract negotiations to optimize terms and ensure long-term client commitment. Collaboration & Execution * Serve as the primary internal owner for revenue outcomes within assigned accounts for all managed and cloud managed services offerings. * Coordinate cross-functional teams, including Customer Experience Managers, to deliver seamless client experiences that drive retention and growth. Onboarding & Adoption * Oversee onboarding processes to accelerate time-to-value and set the foundation for success and expansion. * Drive adoption of Cloud Managed services post onboarding to ensure clients realize full value and increase consumption. Cross-Functional Leadership * Collaborate closely with internal stakeholders across Sales, Engineering, Operations, and Marketing to execute regional go-to-market strategies. * Act as a regional leader within the Managed Services Sales organization-coaching peers informally, sharing best practices, and helping shape future offerings and strategies. * Participate in quarterly business reviews, pipeline reviews, and cross-departmental strategy sessions to help refine Presidio's approach to Managed Services sales. Market and Account Strategy * Conduct strategic account planning to identify whitespace, new business opportunities, and new business through our partner channel as it relates to existing Managed Services clients. * Build and maintain strong executive-level relationships within client organizations. * Stay current on industry trends, competitor activities, and evolving customer demands to position Presidio as a market leader. QualificationsRequired: * Minimum 7-10 years of progressive B2B sales experience, ideally within IT Managed Services, Cloud, or Technology Solutions industries. * Proven success meeting or exceeding annual sales quotas with a focus on new growing existing business. * Strong understanding of modern infrastructure, multi-cloud architecture (AWS, Azure), cybersecurity, and digital transformation solutions. * Exceptional communication, presentation, and relationship-building skills with both business and technical stakeholders. * Strong business acumen, analytical thinking, and financia