Finastra

Lending Account 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

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Job Level

SeniorLead

About the role

  • Develop and execute account strategies to drive client retention and growth within a defined portfolio of accounts and/or territory.
  • Establish and maintain a deep understanding of the client operating environment, their business objectives, strategic initiatives, key stakeholders, and influencers in the relevant business domains.
  • Identify new sales opportunities and build a pipeline for Finastra products and services, engaging and supporting internal stakeholders such as Solution Consultants and/or Sales Executives to advance the sales pursuit to close.
  • Act as a point of escalation for client resolution on issues.
  • Ensure client challenges are resolved in a timely and professional manner and comply with agreed-upon Service Level Agreements.
  • Establish regular business update meetings with appropriate client personnel to provide visibility to Finastra products and solutions and align with client initiatives.
  • Ensure and maintain sales forecasting data in the sales reporting system to allow for opportunity management and reporting.
  • Close business to meet forecast commitments and sales quotas.
  • Maintain well-documented knowledge about clients’ businesses via Account Plans and in the sales tracking system.
  • Provide monthly sales status updates.
  • Stay abreast of current industry trends, competitors, and current/new company products and services.
  • Focus on cross-selling and upselling Finastra’s products and services to a defined list of clients to expand Finastra’s business.
  • Develop and implement strategies to identify and pursue opportunities for growth within existing accounts.

Requirements

  • 10+ years experience of sales & account management experience.
  • Strong analytical and issue resolution skills.
  • Experience managing multiple accounts.
  • Ability to build credible and influential client relationships.
  • Demonstrates product and industry knowledge, including market trends and competitive intelligence.
  • Ability to conceptualize and build value propositions that deliver a compelling message to clients.
  • Ability to build and manage a sales pipeline and achieve/exceed quota.
  • Strong written, verbal, and presentation skills with proven ability to effectively engage with and present to senior-level executives.
  • Ability to collaborate with internal stakeholders in the pursuit of sales and account engagement objectives.
  • Client-focused, self-directed, and motivated.
  • Ability to navigate within Financial Institutions, understand current and future business requirements, and translate them into an understanding of customer needs and sales opportunities.
Benefits
  • 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.
  • Access confidential one-on-one therapy through our Employee Assistance Program, unlimited personalized coaching via our coaching app, and access to our Gather Groups for emotional and mental support.
  • Medical, life & disability insurance, retirement plan, lifestyle and other benefits.
  • Benefit from paid time off for volunteering and donation matching.
  • Participate in multiple DE&I groups for open involvement (e.g., Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, Women@Finastra).
  • Access online learning and accredited courses through our Skills & Career Navigator tool.
  • 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
sales managementaccount managementsales forecastingpipeline managementclient retention strategiescross-sellingupsellingissue resolutiondata analysisvalue proposition development
Soft skills
analytical skillsrelationship buildingcommunication skillspresentation skillscollaborationself-directedmotivationclient-focusedinfluencing skillsproblem-solving