Client Account Executive

Sharetec Systems

Client Account Executive fostering relationships to drive revenue growth and product adoption at Sharetec. Collaborating cross-functionally to deliver value and ensure long-term client success.

Posted 6/30/2026full-timeRemote • California • 🇺🇸 United StatesMid-LevelSenior💰 $65,000 - $75,000 per yearWebsite

About the role

Key responsibilities & impact

Own and grow a book of business through renewals, upsells, and cross-sell opportunities
Meet or exceed revenue targets through client growth and retention strategies
Lead contract renewal conversations and manage negotiations in collaboration with internal teams
Build and maintain strong relationships with key stakeholders at credit union clients
Act as a trusted advisor, helping clients maximize the value of their Sharetec investment
Drive product adoption and identify opportunities to improve client operational efficiency
Develop and execute account plans and sales strategies aligned to client needs and Sharetec’s offerings
Leverage CRM tools and data insights to manage pipeline, improve forecasting, and optimize performance
Conduct regular client reviews and strategic planning conversations
Partner with marketing, product, support, and implementation teams to deliver client value

Requirements

What you’ll need

3+ years of experience in account management, sales, or customer success, preferably in SaaS or financial services
Proven track record of meeting or exceeding revenue targets through client retention and expansion
Exceptional communication and presentation skills
Consultative sales approach with strong strategic and analytical thinking
Experience managing a portfolio of accounts while maintaining high-quality relationships
Proficiency with CRM systems (e.g., Salesforce) and comfort using data to guide decisions
Ability to work cross-functionally in a fast-paced, evolving environment

Benefits

Comp & perks

Competitive salaries
Medical, dental, vision, life, and disability coverage
Generous Paid Time Off (PTO)
Paid holidays (including your birthday off!)
$1,000 employee referral program
401(k) with company matching

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Revenue GrowthClient ExpansionContract NegotiationOperational EfficiencySales Strategy Development

Soft Skills

Exceptional CommunicationPresentation SkillsAnalytical ThinkingRelationship Management