Senior Sales & Account Management Executive
Finastra
full-time
Posted on:
Location Type: Remote
Location: Remote • Connecticut, Maine, Maryland, Massachusetts, New Jersey, New York, Pennsylvania, Rhode Island, Vermont • 🇺🇸 United States
Visit company websiteJob Level
Senior
About the role
- Cultivate and maintain strategic relationships with key stakeholders across a defined set of existing customer accounts.
- Lead the renewal process while identifying and closing opportunities to expand Finastra’s footprint through additional product offerings.
- Develop tailored account strategies that align Finastra’s solutions with each client’s business goals and industry challenges.
- Collaborate closely with internal teams including Solution Consulting, Value Engineering, and Client Services to deliver value-driven proposals.
- Serve as the escalation point for client issues, driving resolution while maintaining high customer satisfaction.
- Conduct regular business reviews and strategic planning sessions with clients to ensure continued alignment and value delivery.
- Maintain accurate and up-to-date sales pipeline data and account plans in Salesforce to support forecasting and performance tracking.
- Meet or exceed assigned sales targets, consistently delivering against revenue and growth objectives.
- Stay current on Finastra’s offerings, industry trends, and competitive landscape to effectively position our value proposition.
- Champion a customer-first mindset while driving adoption and utilization of Finastra’s broader solution portfolio.
- Travel required up to 35%.
Requirements
- Minimum 7+ years of experience in B2B sales and account management, ideally within the fintech or enterprise software space.
- Proven track record of growing existing accounts and closing cross-sell/up-sell opportunities.
- Proven record of building and managing a sales pipeline and achieving/exceeding quota.
- Strong interpersonal and communication skills with the ability to influence and engage senior-level stakeholders.
- Demonstrated experience developing account plans and managing complex sales cycles within Financial Institutions.
- Proficient in Salesforce and sales forecasting methodologies.
- Strong business acumen and consultative approach to solution selling.
- Exceptional written, verbal, presentation, and interpersonal communication skills with stakeholders.
- Ability to collaborate across functional teams and lead virtual account teams toward shared goals.
- Self-starter with a results-oriented mindset and a passion for helping clients succeed.
- Bachelor’s degree or equivalent experience.
Benefits
- Flexibility: Enjoy unlimited vacation, based on your location and business priorities.
- Hybrid working arrangements, and inclusive policies such as paid time off for voting, bereavement, and sick leave.
- Well-being: Access Confidential one-on-one therapy through our Employee Assistance Program, find support from our network of Wellbeing Champions and Gather Groups, and a calendar of monthly events and initiatives designed to help you thrive - Inside and Outside of work.
- Medical, life & disability insurance, retirement plan, lifestyle and other benefits*
- ESG: Benefit from paid time off for volunteering and donation matching.
- DEI: Participate in multiple DE&I groups for open involvement (e.g., Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, Women@Finastra).
- Career Development: Access online learning and accredited courses through our Skills & Career Navigator tool.
- Recognition : Be part of our global recognition program, Finastra Celebrates, and contribute to regular employee surveys to help shape Finastra and foster a culture where everyone is engaged and empowered to perform at their best.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
B2B salesaccount managementsales pipeline managementsales forecastingsolution sellingcross-sellup-sellstrategic planningclient issue resolutioncustomer satisfaction
Soft skills
interpersonal skillscommunication skillsinfluenceengagementcollaborationleadershipresults-oriented mindsetconsultative approachpresentation skillsself-starter