Account Executive – West Region

Finastra

Account Executive focusing on expanding and retaining business within financial institutions at Finastra. Driving renewals and increasing revenue thru cross-selling and up-selling solutions.

Posted 6/17/2026full-timeRemote • Arizona, California, Idaho, Montana, Nevada, New York, North Dakota, Oregon, South Dakota, Utah, Washington, Wyoming • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Play a critical role in expanding and retaining business within a portfolio of existing Bank, Credit Union, and Financial Institution clients.
Drive renewals with added value and uncover/close new revenue through strategic cross-selling and up-selling of Finastra’s Lending and Mortgage Solutions, including LaserPro and Mortgagebot.
Build strong executive relationships and deeply understand each client’s business goals and operational landscape.
Act as a trusted advisor—aligning our technology solutions to deliver measurable impact.
Exceed client expectations, achieve revenue growth targets, and become a catalyst for innovation and transformation within your accounts.
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.

Requirements

What you’ll need

Minimum 5+ 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

Comp & perks

Enjoy unlimited vacation, subject to local regulations and business priorities.
Benefit from hybrid working arrangements and inclusive policies such as paid time off for voting, bereavement, and sick leave.
Access confidential one‑to‑one support through our Employee Assistance Program, connect with our network of Wellbeing Champions and Gather Groups, and take part in monthly events and initiatives designed to help you thrive—inside and outside of work.
Medical, life and disability insurance, retirement plans, lifestyle, and other benefits.
Paid time off for volunteering and donation‑matching opportunities to support causes that matter to you.
Get involved in our inclusion communities, such as Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, and Women@Finastra—open to everyone who wants to participate and contribute.
Access online learning and accredited courses through our Skills & Career Navigator tool.
Take part in our global recognition program, Finastra Celebrates, and share your voice through regular employee surveys that help shape our culture and ways of working.

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

B2B salesaccount managementsales pipeline managementcross-sellingup-sellingsales forecastingconsultative sellingaccount planningcomplex sales cyclesrevenue growth

Soft Skills

interpersonal skillscommunication skillsinfluencing skillscollaborationleadershipresults-oriented mindsetcustomer-first mindsetpresentation skillsstrategic thinkingproblem-solving