Digital Strategy Executive

Candescent

Digital Strategy Executive growing retention and expansion revenue for Candescent’s digital banking platform. Managing executive client relationships across U.S.

Posted 8/14/2026full-timeRemote • Massachusetts • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in strategic account management and consultative selling within the financial services sector, focusing on client retention and revenue growth through effective relationship-building and product education.

Highest-signal resume keywords

Strategic Account ManagementConsultative SellingClient Relationship BuildingSaaS/PaaS Solutions ManagementRevenue Growth Achievement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account PlanningRevenue RetentionProduct ExpansionBusiness Review ConductingProposal PreparationContract NegotiationMulti-Product AdoptionClient Education

Soft Skills

Strong CommunicationExecutive Relationship BuildingIndependent Work

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft OutlookCRM Tools

Industry Keywords

Financial ServicesDigital BankingBankingCredit UnionTechnology Software

About the role

Key responsibilities & impact

Establish and maintain relationships with executive-level decision makers across Candescent’s existing client base
Build strategic partnerships that drive client retention, renewal, and revenue growth through additional products and services
Manage a portfolio of approximately 15 Candescent digital banking clients within the Western U.S.
Achieve revenue retention and growth goals through account planning, product expansion, and strategic client collaboration
Engage executive stakeholders consultatively to align digital strategy with business outcomes
Conduct quarterly business reviews onsite when needed to analyze results, identify opportunities, and strengthen multi-product adoption
Educate clients on the business impact of Candescent’s digital banking products and services
Prepare and deliver proposals, presentations, and recommendations that drive revenue and adoption
Negotiate renewals, products, and services while maintaining client satisfaction and contractual continuity
Collaborate with sales, marketing, product, and implementation teams to ensure smooth delivery and client success
Stay informed of industry trends and represent Candescent at trade shows, conferences, and client events

Requirements

What you’ll need

Bachelor’s degree or equivalent experience
5+ years in the financial services or technology software industry in a sales and/or account management role with proven revenue results
Strong communication and executive relationship-building skills up to the C-level
Experience within the banking or credit union space, either as a practitioner or vendor partner
Proficiency in consultative, solutions-based selling and strategic account management
Ability to manage multiple client initiatives and navigate complex organizations
Skilled in Microsoft Word, Excel, PowerPoint, Outlook, and CRM tools
Demonstrated ability to work independently from a remote environment
Experience selling or managing SaaS/PaaS software solutions

Benefits

Comp & perks

Opportunity to revolutionize the future of digital banking
Participation in an innovative, impact-driven technology company