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About the role
Key responsibilities & impact- The Client Executive will have the responsibility in a named account environment generating revenue growth and managing Credit Union client relationships.
- Develop close alliances with senior client management personnel, offering recommendations through formal sales presentations and written proposals, and negotiating annual and individual pricing contracts and agreements.
- Collaborate with members across different teams balancing priorities, bringing the right people to the table, handling issues and identifying opportunities.
- Develop forecasts, advance pipeline, and ensure delivery of solutions.
- Identify new ways to grow our business and expand current partnerships.
Requirements
What you’ll need- Bachelor's Degree or relevant work experience
- 5 + years of successful financial services experience with experience overachieving selling complex solutions
- Experience managing a large, named strategic account
- Demonstrated experience uncovering sales opportunities for marketing, risk, analytic, fraud and software solutions within financial services
- Experience with risk management challenges and growth demands within the credit union or banking industry
- Understanding of customer priorities and the plans designed to deliver revenue and profit expectations.
- Ability to travel up to 50%
Benefits
Comp & perks- Great compensation package including uncapped commission
- Core benefits including medical, dental, vision, and matching 401K
- Flexible work environment, ability to work remote, hybrid or in-office
- Flexible time off including volunteer time off, vacation, sick and 12-paid holidays
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial servicessales presentationsnegotiationforecastingpipeline managementrisk managementmarketing solutionsanalytic solutionsfraud solutionssoftware solutions
Soft Skills
relationship managementcollaborationprioritizationproblem-solvingcommunication
Certifications
Bachelor's Degree