Top Hybrid Account Executive (AE) Jobs in Houston, TX

Manage and grow affluent customer relationships as primary contact for banking products via appointments, lobby engagement, and proactive outreach. Acquire new clients, deliver multi-product strategies across deposits, lending, and investments, and coordinate with Wealth, Home Lending, and Business Banking. Maintain a book of business, ensure accurate documentation and regulatory compliance, promote digital adoption, and meet licensing and SAFE registration requirements.

Manage and grow a portfolio of local clients by prospecting, designing data-informed multi-platform advertising strategies across TV, streaming and digital, presenting customized media plans, tracking campaign performance, optimizing with attribution insights, maintaining pipeline and forecasts, and ensuring successful campaign execution.

Handle inbound calls and warm leads, advise customers on insurance coverage and products, and convert prospects into policyholders. Representatives receive paid training and licensing support, work remotely, and must maintain a professional home workspace with wired high-speed internet. The role requires a schedule of four weekdays and one weekend day, strong communication and persuasion skills, PC proficiency, and a Property and Casualty license after hire.

Manage the ActiveDisclosure sales pipeline from prospecting and qualification through needs assessment, solution positioning, quoting, negotiation, and close. Build relationships with internal sales teams and client stakeholders, including C-suite buyers. Track opportunities and forecasts in Salesforce.com, coordinate technical implementation planning, and hand new clients to post-sale services. Sell enterprise software and services to finance and compliance teams, meeting or exceeding substantial annual quotas.

Lead Cloudflare's strategic customer engagements, securing and expanding sales across focused accounts while exceeding revenue targets and driving digital transformation.

Provide comprehensive financial planning and relationship-based investment advice to individuals and families. Build a book of business through client acquisition and referrals, deliver goals-based planning, educate clients on digital tools, collaborate with partners for holistic financial solutions, and uphold high ethical standards.

The Account Executive will sell Group Benefits products, maintain a book of business, develop strategic client relationships, and provide financial consulting support.

Generates new business and profitable sales within an assigned territory. Responsibilities include prospect research, cold calling, appointment setting, qualification, consultative presentations, proposal and contract negotiation, pipeline management, CRM maintenance, sales reporting, and competitive analysis. The representative manages long sales cycles of 6–18 months, secures multi-year agreements, and travels up to 60%.

Own the full enterprise sales cycle across Texas, from outbound prospecting and discovery through product demonstrations, scoping, negotiation, and contract close. Build pipeline, exceed sales targets, manage Salesforce forecasting, develop channel partnerships, and maintain customer relationships through deployment handoffs. Collaborate with Sales Engineering, Marketing, Product, Deployment Operations, and Customer Success to refine go-to-market strategy and influence product direction.

Own territory revenue growth and customer satisfaction while developing long-term IT client relationships. Prospect, qualify, and close net-new business; manage the full sales funnel; identify technology opportunities; present solutions; and lead proposals with delivery teams. The role requires consultative selling of integrated IT services, account expansion and retention, partner-led sales knowledge, and ongoing manufacturer certification training.