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mid market client sales executive

Brex

<div><div>Why join us

Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex's AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek.

Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We're committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career.</div>
Sales at Brex 
The Sales team is the driving factor behind revenue for Brex and every member of our team directly affects our bottom line. We focus on generating new opportunities, acquiring new customers, and building even stronger relationships with our current customers. Our winning culture recognizes big team wins and celebrates individual accomplishments. We ensure that top performers are recognized and have built a competitive environment to motivate and unify the team.

What you'll do

As a Mid-Market Client Sales Executive II, you will play an essential role in driving revenue growth by engaging existing Brex customers and cultivating new business opportunities. In this role, you will combine your sales and relationship building skills with a strategic mindset to identify opportunities and execute strategies that recapture and increase card spend. You will have the opportunity to collaborate with cross-functional teams and learn from experienced professionals across various domains to broaden your skill set and knowledge base.

Where You'll Work

This role will be based in our New York City office. We are a hybrid environment that combines the energy and connections of being in the office with the benefits and flexibility of working from home. We currently require a minimum of three coordinated days in the office per week, Monday, Wednesday and Thursday. As a perk, we also have up to four weeks per year of fully remote work!

Responsibilities
<ul>
<li>Spearhead initiatives to propel net-new revenue growth by strategically increasing spending levels on the Brex Card among our current client base</li>
<li>Proactively identify and cultivate expansion opportunities through targeted outreach efforts</li>
<li>Champion the cross-selling of our cutting-edge Spend Management software, encompassing Expense Management, Billpay, and Travel solutions, to diversify and enhance our clients financial operations</li>
<li>Engage with CFOs and finance leaders regularly, serving as a trusted advisor to provide expert consultation on optimizing financial operations through the seamless integration of our innovative solutions</li>
<li>Formulate and execute strategic plans geared towards enhancing the overall client experience, encompassing improvements in product features and implementation processes</li>
</ul>
Requirements
<ul>
<li>3+ years of hands-on experience in Sales roles within B2B SaaS OR Payments companies</li>
<li>2+ years of closing experience, preferably in a net-new logo acquisition environment</li>
<li>1+ years of outbound prospecting experience</li>
<li>Strong communication and negotiation skills</li>
<li>Data-driven mindset and the ability to analyze customer behavior</li>
<li>Goal-oriented and self-motivated with a proven track record of meeting and exceeding targets</li>
<li>Ability to work in fast-paced, high-velocity environments</li>
<li>Coachability with an interest in growing your career in sales</li>
</ul>
Bonus points
<ul>
<li>Familiarity with financial products, credit cards, and business finance</li>
<li>Familiarity with credit card management, encompassing a deep understanding of limits, rewards, and underwriting</li>
<li>Familiarity with software solutions, especially in areas such as Expense Management, Travel, and Billpay</li>
<li>Previous experience in implementing successful upselling and cross-selling strategies</li>
<li>Keen awareness of the competitive landscape, industry trends, and market dynamics</li>
<li>A background in handling renewals, ensuring customer retention, and minimizing churn</li>
<li>Familiarity with sales tools such as Gong, Salesforce, Outreach, etc.</li>
<li>Series 7 license</li>
</ul>
The expected OTE range for this role is $132,888 - $166,110. The starting wage will depend on a number of factors including the candidate's location, skills, experience, market demands, and internal pay parity. The OTE figure listed here includes base salary and commissions, which may or may not be earned depending on performance. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package.<div>
Please be aware, job-seekers may be at risk of targeting by malicious actors looking for personal data. Brex recruiters will only reach out via LinkedIn or email with a brex.com domain. Any outreach claiming to be from Brex via other sources should be ignored.</div></div>

Mid-Market Client Sales Executive

Coda Search│Staffing

<div>
 
 Coda Search is proud to partner with a globally recognized boutique investment bank to identify a US Equity Sales Trader for their growing New York desk. This is a relationship-driven, client-facing role for an experienced equity markets professional ready to build meaningful business on a differentiated institutional platform.
 
 
 
 
 
 
 Location:
 
 Midtown Manhattan (On-Site, 5 days/week)
 
 
 
 Base Salary:
 
 $175,000 - $250,000
 
 
 
 Commissions:
 
 Up to 30-35% of total book -- a $2M+ book yields $750K+ in total earnings
 
 
 
 Benefits:
 
 100% company-sponsored medical, dental, and vision; HSA/FSA; company-paid life insurance, STD/LTD; paid parental leave; 401(k) with match; gym discounts; and more
 
 
 
 
 
 
 What's in it for you?
 
 
 <ul>
 <li>
 
 Earning potential with no ceiling:
 
 Base of $175-250K plus up to 30-35% of your book. Build to $2M+ and you are clearing $750K+. No cap, no politics standing between you and your number.
 </li>
 <li>
 
 Inherit accounts from day one:
 
 You are not starting from zero. Although the focus for the role is your own new business development, as the team expands U.S. coverage, you will be set up with existing accounts.
 </li>
 <li>
 
 A product worth selling:
 
 This firm has built a reputation for differentiated content and coverage in U.S. and International equities, particularly in the small and mid-cap space. Institutional clients come to this desk specifically -- you are not a commodity.
 </li>
 <li>
 
 A desk worth joining:
 
 Low turnover, no sharp elbows, and a team that genuinely works together. The culture here is entrepreneurial and collaborative -- built by people who left the bulge bracket grind on purpose.
 </li>
 <li>
 
 Benefits among the best on Wall Street:
 
 Fully company-sponsored medical, dental, and vision. Company-paid life insurance and disability. 401(k) match. The full package.
 </li>
 </ul>
 
 
 
 
 
 What will your day look like?
 
 
 <ul>
 <li>
 
 Client relationship management:
 
 Maintain and deepen long-term relationships with institutional clients -- hedge funds, asset managers, and long-only funds -- providing high-value insight on U.S. equity market developments.
 </li>
 <li>
 
 Order flow generation:
 
 Drive new order flow in secondary and primary markets across existing coverage and new client relationships.
 </li>
 <li>
 
 New business development:
 
 Identify and onboard new institutional accounts, leveraging your existing network and the firm's differentiated equity product.
 </li>
 <li>
 
 Market insight delivery:
 
 Serve as a subject matter expert on U.S. equity market dynamics, guiding client decision-making with timely, relevant, and actionable perspective.
 </li>
 <li>
 
 Cross-team collaboration:
 
 Work closely with internal sales, research, and trading teams to optimize execution and deliver a cohesive client experience.
 </li>
 <li>
 
 Resource prioritization:
 
 Allocate your time and effort strategically across clients and products to maximize revenue generation and relationship depth.
 </li>
 </ul>
 
 
 
 
 
 Who are you?
 
 
 <ul>
 <li>
 
 You have 10+ years in equity markets:
 
 Your experience is real, your relationships are yours, and you know how to generate and sustain order flow on an institutional platform.
 </li>
 <li>
 
 You come from a boutique or mid-tier platform:
 
 You understand how to sell a differentiated product without leaning on a balance sheet. Bulge bracket-only backgrounds and derivatives-heavy books are not the fit here.
 </li>
 <li>
 
 You have a portable book:
 
 You bring existing institutional relationships and have a realistic path to $1M+ in year one. Relationships are the job -- not a nice to have.
 </li>
 <li>
 
 You are entrepreneurial by nature:
 
 You do not need a massive infrastructure behind you to be productive. You build your own business, manage your own relationships, and take ownership of outcomes.
 </li>
 <li>
 
 You are a Director or VP caliber professional:
 
 Your title and tenure reflect someone who has operated at a senior level on a trading desk and earned credibility with institutional clients over time.
 </li>
 </ul>
 
 
 
 
 
 Application &amp; Contact Information
 
 
 
 Please apply directly here on LinkedIn. For more immediate consideration, please email mroe@codasearch.com pointing me to your application/resume.
 
 
 
 
 
 
 Related Terms
 
 
 
 Equity Sales Trader, US Equity Sales, Institutional Sales, Equity Trading, Sales Trader, Boutique Investment Bank, Institutional Equities, Small Cap Equities, Mid Cap Equities, International Equities, Buy Side Sales, Hedge Fund Sales, Asset Manager Sales, Order Flow, Book of Business, New York, Wall Street, Capital Markets, Secondary Markets, Primary Markets, ECM, Equity Capital Markets, Client Relationship Management, Portfolio Trading, Investment Banking
 
</div>

US Equity Sales Trader - Global Investment Bank

<div>Vice President, Client Coverage &ndash; Global Client Management, Investment Managers
At BNY, our culture allows us to run our company better and enables employees&rsquo; growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world&rsquo;s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance &ndash; and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We&rsquo;re seeking a future team member for the role of Vice President, Global Client Management, to join our Investment Management team. This role is based in New York.
Global Client Management is a Commercial Team, where we manage existing and prospective client relationships with the goals of ensuring client satisfaction and growing their business with BNY. We advise clients on the best way to achieve their strategic objectives through a solutions-oriented approach, and collaborate with partners across BNY to support the delivery of a seamless client experience.
In this role, you&rsquo;ll make an impact in the following ways:<ul><li>
Executive engagement - Partner with senior leadership to shape engagement with top Investment Management clients - aligning commercial strategy across regions and global platforms.</li><li>
Market insights - Bring the market to life - turn client and segment insights into sharp points of view, targeted go-to-market actions, and new growth opportunities.</li><li><div>
Pipeline management - Create momentum through disciplined pipeline management - maintain forecasting accuracy, track conversion, and surface risks and dependencies early to accelerate outcomes.</div></li><li>
Solution delivery - Partner with product, coverage, and regional teams to build tailored proposals and solutions - positioned clearly, differentiated, and aligned to client priorities and operating models.</li><li>
Stakeholder management - Strengthen senior stakeholder relationships through clear, client-ready communications and timely updates that remove blockers and keep delivery on track.</li></ul>
To be successful in this role, we&rsquo;re seeking the following:<ul><li>
Financial services experience &ndash; 5-7 years&rsquo; experience in financial services - ideally across sales, business development, or client management.</li><li>
Strategic judgment - Strategic, structured thinking - able to assess segments, geographies, and client needs, then turn insight into executable sales actions (including senior talking points and proactive risk management).</li><li>
Commercial leadership - Commercial drive and executive presence - able to grow relationships, progress deals, and deliver measurable business outcomes.</li><li>
Executive communication - Advanced analytical and storytelling skills - able to synthesize complexity into clear, senior-ready messages that influence decisions.</li><li>
Stakeholder management - Relationship-builder across cultures and functions - able to earn trust quickly and expand commercial impact in a global environment.</li><li>
Ownership and resilience - High ownership and resilience - able to prioritize under pressure, deliver to tight timelines, and consistently hit targets.</li></ul>
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
 Here&rsquo;s a few of our recent awards:<ul><li>
America&rsquo;s Most Innovative Companies, Fortune, 2025</li><li>
World&rsquo;s Most Admired Companies, Fortune 2025</li><li>
&ldquo;Most Just Companies&rdquo;, Just Capital and CNBC, 2025</li></ul> 
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life&rsquo;s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. 
BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $69,000 and $160,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. 
This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.</div>

Vice President, Client Coverage – Global Client Management, Investment Managers

Amazon Web Services

<div><h2 class="jobSectionHeader">DESCRIPTION</h2>
As a Senior Trainer and Coach, you will have a profound impact on AWS's ability to enable our global field organization, front-line managers, and leaders-of-leaders, driving significant customer success at an enterprise level. Your work will directly influence the effectiveness of our senior field teams in articulating AWS's value proposition and driving strategic business outcomes for our customers. By delivering sophisticated training programs, you will reach a select audience of high-level AWS employees annually, significantly elevating the organization's capabilities in executive engagement and strategic solution development. Your expertise will be crucial in contributing to advanced training content that addresses enterprise-level challenges and aligns with emerging market trends, particularly artificial intelligence.
 
 
Through your leadership in facilitating advanced learning experiences and nurturing executive-level communities of practice, you will play a pivotal role in fostering a culture of excellence and strategic thinking at AWS. The advanced skills you impart will directly influence customer engagements at the highest levels, potentially affecting hundreds of millions of dollars in revenue across global industries.
 
 
As a senior member of the team, you will have significant opportunities to shape the direction of our training programs, mentor junior and mid-level trainers, and contribute to AWS's overall enablement strategy. Your contributions will be instrumental in enhancing AWS's competitive edge by ensuring our senior field teams and leaders are equipped with the sophisticated skills and knowledge needed to drive large-scale cloud adoption and digital transformation for our most strategic customers, ultimately influencing AWS's position as a leader in AI and cloud technologies. 
 
 
 
Key job responsibilities 
1. Deliver advanced global enablement and training programs to support the development of our field organization, front-line managers, and select leader-of-leader audiences and enable them to articulate complex AWS value propositions to line-of-business leaders, C-suite executives, in terms of customer outcomes.
 
2. Contribute to the development of new training programs and/or the iteration of existing programs to meet evolving business needs.
 
3. Conduct high-impact employee training using a variety of sophisticated instructional techniques and delivery methods, including executive-level coaching, immersive learning experiences, and strategic workshops.
 
4. Create engaging and transformative learning experiences in each training class, incorporating innovative strategies and technologies.
 
5. Collaborate with key internal stakeholders and leadership to ensure accurate, effective, and strategically aligned delivery of training content.
 
6. Provide expert content and class feedback to course developers to drive continuous improvement and innovation in curriculum quality.
 
7. Deliver advanced programs that incorporate AWS strategy, mission, and technology with our sales and business development methodologies at an enterprise level.
 
8. Guide field team members, front-line managers, and leaders-of-leaders in translating intricate AWS solutions into compelling, enterprise-level business outcomes for customers.
 
9. Actively collaborate across the global team to ensure consistency and excellence in program delivery across different regions and formats, while allowing for necessary customization.
 
10. Stay at the forefront of AWS services, industry trends, and value propositions to effectively communicate them in executive-level training sessions.
 
11. Design and implement innovative post-program activities to reinforce learning and encourage application of advanced skills in real-world scenarios.
 
12. Gather and analyze comprehensive feedback from training participants to drive continuous improvement and strategic evolution of program effectiveness.
 
13. Demonstrate willingness and ability to travel up to 60% of the time to deliver high-impact, in-person training sessions regionally, and globally. 
 
A day in the life 
A typical day in the life of a Senior Trainer and Coach is dynamic, challenging, and deeply impactful. You might begin your morning by leading a workshop on advanced sales strategies for a group of our senior sellers. Following this, you could spend time analyzing the latest industry trends and AWS service updates to provide talking points for your upcoming training programs.
 
 
In the afternoon, you might collaborate with your team to design a new immersive learning experience that leverages AI and virtual reality to simulate complex customer scenarios. Later, you could have a one-on-one coaching session with a high-potential seller, helping them refine their approach to enterprise-level digital transformation conversations.
 
 
Your day might conclude with a strategic planning meeting with other senior trainers and WWFE leadership, where you contribute to shaping the future direction of AWS's global enablement efforts. Throughout the day, you could be mentoring junior trainers, providing expert guidance on complex customer engagements, and continuously pushing the boundaries of what's possible in adult learning and professional development. 
 
About the team 
The Global Trainer Center of Excellence (GTCoE) is dedicated to developing, piloting, scaling, operationalizing, and delivering high-quality training programs that empower AWS field teams globally. The GTCoE focuses on creating innovative, scalable, and consistent learning experiences that align with AWS's evolving business strategies and customer needs. By leveraging a diverse team of experienced trainers and WWFE instructional designers, the GTCoE ensures that AWS field personnel are equipped with the latest skills, knowledge, and methodologies to effectively engage with customers and drive business growth. 
 
The GTCoE plays a crucial role in maintaining AWS's competitive edge by continuously upskilling the global field organization, fostering a culture of continuous learning, and directly contributing to the company's overall success in the cloud computing market.
 
 
The GTCoE is at the forefront of innovation in training methodologies, leveraging AI, virtual and augmented reality, adaptive learning, and other emerging technologies to create immersive, personalized learning experiences and accelerate program development. We also explore advanced learning analytics and neuroscience-based learning design to optimize our training effectiveness.
 
 
About AWS 
Diverse Experiences 
AWS values diverse experiences. Even if you do not meet all of the qualifications and skills listed in the job description, we encourage candidates to apply. If your career is just starting, hasn&rsquo;t followed a traditional path, or includes alternative experiences, don&rsquo;t let it stop you from applying.
 
 
Why AWS? 
Amazon Web Services (AWS) is the world&rsquo;s most comprehensive and broadly adopted cloud platform. We pioneered cloud computing and never stopped innovating &mdash; that&rsquo;s why customers from the most successful startups to Global 500 companies trust our robust suite of products and services to power their businesses. 
 
Inclusive Team Culture 
Here at AWS, it&rsquo;s in our nature to learn and be curious. Our employee-led affinity groups foster a culture of inclusion that empower us to be proud of our differences. Ongoing events and learning experiences, including our Conversations on Race and Ethnicity (CORE) and AmazeCon (gender diversity) conferences, inspire us to never stop embracing our uniqueness. 
 
Mentorship &amp; Career Growth 
We&rsquo;re continuously raising our performance bar as we strive to become Earth&rsquo;s Best Employer. That&rsquo;s why you&rsquo;ll find endless knowledge-sharing, mentorship and other career-advancing resources here to help you develop into a better-rounded professional.
 
 
Work/Life Balance 
We value work-life harmony. Achieving success at work should never come at the expense of sacrifices at home, which is why we strive for flexibility as part of our working culture. When we feel supported in the workplace and at home, there&rsquo;s nothing we can&rsquo;t achieve in the cloud.
 
 
AWS Sales, Marketing, and Global Services (SMGS) is responsible for driving revenue, adoption, and growth from the largest and fastest growing small- and mid-market accounts to enterprise-level customers including public sector. The AWS Global Support team interacts with leading companies and believes that world-class support is critical to customer success. AWS Support also partners with a global list of customers that are building mission-critical applications on top of AWS services.<h2 class="jobSectionHeader">
BASIC QUALIFICATIONS</h2><ul><li>Bachelor's degree or equivalent in Instructional Design, Educational Technology, Technical Training, Design, or a related field</li><li>5+ years of experience in B2B sales, business development, or executive-level customer-facing roles</li><li>5+ years of experience in delivering high-impact presentations or training to diverse, audiences at all levels</li><li>Knowledge of Microsoft Office products and applications, especially MS Excel, Word &amp; PowerPoint at an advanced level</li><li>Proven track record of explaining complex technical and business concepts to C-suite level audiences</li></ul><h2 class="jobSectionHeader">
PREFERRED QUALIFICATIONS</h2><ul><li>Experience working with fast-moving, high-performance teams and driving innovative solutions tailored to unique business environments</li><li>Experience communicating across technical and non-technical audiences, including executive level stakeholders or clients</li><li>Experience in facilitating</li><li>Experience engaging and influencing senior executives, demonstrating a strong familiarity with decision-making processes in enterprise customers</li><li>Proficiency in multiple languages (Spanish and Portuguese) and experience working across diverse cultural contexts at an executive level</li><li>Expert-level familiarity with artificial intelligence and cloud computing concepts and their strategic business applications</li><li>Significant experience with innovative learning technologies, including AI-powered tools, immersive experiences, and gamification</li></ul> 
Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status. 
 
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit https://amazon.jobs/content/en/how-we-hire/accommodations for more information. If the country/region you&rsquo;re applying in isn&rsquo;t listed, please contact your Recruiting Partner. 
The base salary range for this position is listed below. Your Amazon package will include sign-on payments and restricted stock units (RSUs). Final compensation will be determined based on factors including experience, qualifications, and location. Amazon also offers comprehensive benefits including health insurance (medical, dental, vision, prescription, Basic Life &amp; AD&amp;D insurance and option for Supplemental life plans, EAP, Mental Health Support, Medical Advice Line, Flexible Spending Accounts, Adoption and Surrogacy Reimbursement coverage), 401(k) matching, paid time off, and parental leave. Learn more about our benefits at https://amazon.jobs/en/benefits. 
USA, NY, New York - 152,100.00 - 205,800.00 USD annually 
USA, WA, Seattle - 138,300.00 - 187,100.00 USD annually</div>

Senior Trainer and Coach, WWFE Global Trainer Centre of Excellence

UnitedHealth Group

<div>Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together. 
The Solution Sales Executive (SSE) is responsible for driving growth of Optum Financials' Health Benefit Accounts (HSA, HRA, FSA) portfolio across the employer market. This role owns complex, consultative sales cycles and partners deeply with brokers, consultants, and employer decisionmakers to deliver differentiated, scalable solutions. 
Success in this role requires deep consumer directed healthcare expertise, comfort navigating multi stakeholder enterprise deals, and the ability to influence outcomes across a highly matrixed organization. The SSE operates as a trusted advisor-positioning health benefit accounts as part of a broader financial and benefits strategy rather than a standalone product. 
This position supports mid market and enterprise employers within the New York region. 
You'll enjoy the flexibility to work remotely * from anywhere within the U.S. as you take on some tough challenges. For all hires in the Minneapolis or Washington, D.C. area, you will be required to work in the office a minimum of four days per week. 
Primary Responsibilities:<ul><li>
Own and execute end to end sales cycles for Health Benefit Account solutions, from prospecting and discovery through pricing, contracting, and close</li><li>
Drive growth across simple to complex employer segments, often involving organizations with 1000+ benefits eligible employees</li><li>
Build, deepen, and maintain strategic relationships with brokers, consultants, and distribution partners across the assigned territory</li><li>
Serve as a trusted advisor to employer HR, Finance, and executive stakeholders-aligning Optum Financial solutions to business, financial, and workforce objectives</li><li>
Articulate differentiated value propositions for HSA, HRA, FSA, and adjacent benefit solutions, including financial, tax, and regulatory considerations</li><li>
Lead deal strategy and coordination across internal partners including Product, Pricing, Legal, Implementation, and Operations</li><li>
Deliver compelling, data driven presentations to stakeholders at all levels, including VP and C suite decision makers</li><li>
Maintain disciplined pipeline management using CRM tools (e.g., Salesforce) to forecast revenue, track performance, and drive execution</li><li>
Represent Optum Financial with professionalism and credibility in virtual, onsite, and industry settings</li></ul> 
You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.
Required Qualifications:<ul><li>
7+ years of consultative sales experience within consumer directed healthcare, employee benefits, or financial services</li><li>
Experience managing complex sales cycles involving multiple internal and external stakeholders</li><li>
Proficiency in using CRM tools (e.g., Salesforce) for pipeline and performance management</li><li>
Demonstrated success selling HSA/HRA/FSA solutions in broker- and consultant led distribution models</li><li>
Proven ability to exceed quota and drive measurable outcomes (ARR, TCV, assets, or revenue growth)</li></ul> 
Preferred Qualifications:<ul><li>
Experience selling to medium to large employers (300-5,000+ EEs)</li><li>
Experience contributing to go to market strategy, segmentation, or product commercialization</li><li>
Proven background in financial services, banking, or investment adjacent benefits</li><li>
Proven track record of influencing VP and C suite buyers</li></ul><ul><li> 
All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy</li></ul> 
Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $60,000 to $130,000 annually based on full-time employment. We comply with all minimum wage laws as applicable. 
At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. 
UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. 
UnitedHealth Group is a drug-free workplace. Candidates are required to pass a drug test before beginning employment.</div>

Solution Sales Executive - Health Benefit Accounts - NY Region - Remote

Jefferies LLC

<div>Equity Sales Analyst/Associate
Jefferies Group LLC, the largest independent, global, full-service investment banking and capital markets firm headquartered in the U.S. focused on serving clients for 60 years, is a leader in providing insight, expertise and execution to investors, companies and governments. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia. Jefferies Group LLC is a wholly owned subsidiary of Jefferies Financial Group Inc. (NYSE: JEF), a diversified financial services company.
Position: The Institutional Equity Hedge Fund Sales team is actively looking for a team member for the New York City office.
Responsibilities:
<ul><li>We are looking for a mid-level to junior salesperson to work with several senior salespeople on the institutional sales desk in New York. You will be working closely with salespeople that are focused on the largest hedge fund accounts.
</li><li>You will be engaged in account organization and maintenance including client contact information, client interaction tracking and research subscriptions.
</li><li>In addition, you will be helping clients with conferences, summits, corporate access and Equity Capital Market deals.
</li><li>This role will grow into writing up stock ideas and engaging with clients. We are looking for a self-starter who is motivated with high energy and a great attitude.
</li></ul>Qualifications:
<ul><li>Bachelor's Degree in a related field
</li><li>Ability to work under pressure with strong communication skills
</li><li>Good understanding/interest in finance and the capital markets(education, work experience or otherwise), and ability to socialize, sell and communicate with a large and diverse client base.
</li><li>Superb organizational skills
</li><li>Accuracy, thoroughness, and attention to detail in aspects of work product
</li><li>A resourceful self-starter, able to work autonomously and as team player
</li><li>Able to multitask efficiently and effectively
</li><li>Series 7 &amp; 63 licenses preferred but not required
</li></ul>At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.
Jefferies is an equal employment opportunity employer. We practice equal opportunity for all, and all qualified applicants will receive consideration for employment without regard to race, creed, color, national origin, ancestry, religion, gender, pregnancy, age, physical or mental disability, marital status, sexual orientation, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with qualified disabilities, as appropriate, under applicable law
New York, NY Full Time Salary Range of $100,000-$150,000.
#LI-DNI</div>

Equity Sales Analyst/Associate

<div><div>Why join us

Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex's AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek.

Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We're committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career.</div>
Sales at Brex

The Sales team is the driving factor behind revenue for Brex and every member of our team directly affects our bottom line. We focus on generating new opportunities, acquiring new customers, and building even stronger relationships with our current customers. Our winning culture recognizes big team wins and celebrates individual accomplishments. We ensure that top performers are recognized and have built a competitive environment to motivate and unify the team.

What you'll do

As a Mid-Market Customer Success Manager II, you will own a book of business comprised of our growing customer base, working day to day with Finance teams from CFOs to Accounting Managers to ensure they unlock the full value of Brex's solutions. You will develop a deep proficiency in all aspects of Brex products and work cross-functionally with internal teams, including Implementation, Solutions, and Product. You'll create and execute account strategies for customers' business goals by leveraging product usage insights, stakeholder engagement, and cross-functional collaboration to drive product adoption, minimize churn, and grow account value.

Where you'll work

This role will be based in our New York City office. We are a hybrid environment that combines the energy and connections of being in the office with the benefits and flexibility of working from home. We currently require a minimum of two coordinated days in the office per week, Wednesday and Thursday. Starting February 2, 2026, we will require three days per week in office - Monday, Wednesday and Thursday. As a perk, we also have up to four weeks per year of fully remote work!

Responsibilities
<ul>
<li>Develop a deep expertise in Brex products to actively show customers how to become &quot;power users&quot; of the platform.</li>
<li>Proactively manage an assigned book of accounts to drive customer adoption, value realization, and account growth.</li>
<li>Act as a trusted advisor to finance stakeholders by providing guidance on best practices across spend management, credit policy, reconciliation workflows, and financial reporting automation.</li>
<li>Build multi-threaded relationships across functional areas (Finance, Procurement, AP, IT, and Security) to increase platform stickiness and customer engagement.</li>
<li>Lead business reviews and financial health checks that drive executive alignment and showcase ROI.</li>
<li>Proactively identify and mitigate churn risks through data analysis, usage insights, and issue resolution.</li>
<li>Partner cross-functionally with Sales, Product, Credit, Risk, and Operations teams to deliver a seamless customer experience and advocate for product improvements.</li>
<li>Consistently meet or exceed quarterly key performance metrics, including customer engagement and GMV targets.</li>
</ul>
Requirements
<ul>
<li>4+ years of experience in customer-facing roles managing a book of business, owning account health, executive relationships, and expansion strategy at a high-growth start-up.</li>
<li>Deep fluency in the language of modern finance, demonstrated through hands-on experience with the ecosystem of financial technology - including ERPs, spend management platforms, or AP automation tools. Backgrounds in corporate accounting or financial systems are a significant asset.</li>
<li>Experience and comfort with interacting with a high volume of customers at different stages of the customer lifecycle</li>
<li>You are passionate about working with customers to ensure they achieve their goals</li>
<li>Strong business acumen with a finance-first mindset and comfortable speaking the language of CFOs, Controllers, and FP&amp;A teams.</li>
<li>Ability to synthesize product usage data and identify key insights and trends</li>
<li>Demonstrated success in cross-functional collaboration and influencing internal roadmaps based on customer needs.</li>
<li>Bachelor's degree required; finance, business, or related fields preferred.</li>
</ul>
Bonus Points
<ul>
<li>You think in systems, not silos, and understand the bigger picture of customer value.</li>
<li>You are energized by developing relationships across a wide range of levels and roles</li>
</ul>
Compensation
<div>
<div>The expected OTE range for this role is $132,888 to $166,110. The starting wage will depend on a number of factors including the candidate's location, skills, experience, market demands, and internal pay parity. The OTE figure listed here includes base salary and commissions, which may or may not be earned depending on performance. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package.

Brex LLC is a wholly owned subsidiary of Capital One, N.A.
</div>
</div><div>Please be aware, job-seekers may be at risk of targeting by malicious actors looking for personal data. Brex recruiters will only reach out via LinkedIn or email with a brex.com domain. Any outreach claiming to be from Brex via other sources should be ignored.</div></div>

Mid-Market Customer Success Manager

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