Account Executive

This is a fully remote position, open to applicants in Texas.

📋 Description

• Acts as a representative, supporter, and relationship builder between Catalyst Corporate and the executive management of designated credit unions.

• Employs a consultative methodology to oversee the clients' current book of business, deliver market insights, formulate account strategies, and create territory plans.

• Formulates, sustains, and implements renewal strategies aimed at safeguarding revenue, negotiating contracts, and enhancing share of wallet while generating new business within the assigned credit unions.

• Cultivates comprehensive and beneficial relationships at all levels within both the credit union and Catalyst departments.

• Advocates for the utilization of Catalyst products and services to strategically position the business to address and leverage emerging consumer and market demands.

⛳️ Requirements

• A Bachelor’s Degree or an equivalent combination of education and experience is required.

• A minimum of three (3) years of experience in relationship management, business development, consulting, or sales is necessary.

• At least three (3) years of experience managing relationships in a B2B context.

• Strong customer service abilities to resolve conflicts and lead customer satisfaction surveys.

• Proven track record of effectively managing a book of business, reducing attrition, and maximizing organizational revenue.

• Excellent organizational abilities.

• Outstanding communication skills, including written, verbal, and listening capabilities.

• Demonstrates strong reasoning and analytical skills; proficient in executive presentations, problem-solving, and negotiation, with the capacity to influence others' decisions.

• Experience in managing CRM applications and an understanding of their significance.

• Capability to interpret P&L Statements, NCUA 5300 Call Reports, and monthly financial statements.

• Willingness to travel up to 60% of the time.

🏝️ Benefits

• Time Away: Federal Holidays, Vacation, Sick Time, and Parental Leave, as well as time off for volunteering.

• Planning for the Future: 401K retirement savings plan with matching and company contributions.

• Supporting your Health & Well-Being: Flexible health and insurance options, including Medical, Dental, and Vision Insurance choices, Long and Short-Term Disability Insurance, Life Insurance, Supplemental Life and AD&D Insurance, as well as a Flexible Spending Account.

• Building a Family: We have been recognized as the “Best Place for Working Parents” since 2021 due to our dedication to family-friendly policies and practices.

• Work-Life Integration: Additional benefits include credit union membership, a casual work environment, paid covered parking, and an onsite fitness facility with showers. Furthermore, we provide access to various onsite services, such as a massage therapist and personal trainer, car wash and detail service, vehicle refueling service, and food delivery service.