Account Executive – West Region

This is a fully remote position, open to applicants in Arizona, +11 more states.

📋 Description

• Play a pivotal role in growing and retaining business within a portfolio of established Bank, Credit Union, and Financial Institution clients.

• Drive renewals with enhanced value and identify/secure new revenue through strategic cross-selling and up-selling of Finastra’s Lending and Mortgage Solutions, including LaserPro and Mortgagebot.

• Establish strong executive relationships and gain a deep understanding of each client’s business objectives and operational environment.

• Act as a trusted advisor—aligning our technology solutions to provide measurable impact.

• Surpass client expectations, meet revenue growth targets, and become a catalyst for innovation and transformation within your accounts.

• Nurture and sustain strategic relationships with key stakeholders across a defined set of existing customer accounts.

• Lead the renewal process while pinpointing and closing opportunities to extend Finastra’s reach through additional product offerings.

• Formulate customized account strategies that align Finastra’s solutions with each client’s business objectives and industry challenges.

• Collaborate closely with internal teams including Solution Consulting, Value Engineering, and Client Services to deliver value-driven proposals.

• Act 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 ongoing alignment and value delivery.

• Keep 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 achieving revenue and growth objectives.

• Stay updated on Finastra’s offerings, industry trends, and competitive landscape to effectively position our value proposition.

• Champion a customer-first mindset while promoting the adoption and utilization of Finastra’s broader solution portfolio.

⛳️ Requirements

• Minimum of 5+ years of experience in B2B sales and account management, preferably within the fintech or enterprise software sector.

• Proven success in growing existing accounts and closing cross-sell/up-sell opportunities.

• Demonstrated ability to build and manage a sales pipeline and achieve/exceed quotas.

• Strong interpersonal and communication skills with the ability to influence and engage senior-level stakeholders.

• Experience in developing account plans and managing complex sales cycles within Financial Institutions.

• Proficient in Salesforce and familiar with sales forecasting methodologies.

• Strong business acumen and a 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 towards shared objectives.

• Self-starter with a results-driven mindset and a passion for helping clients succeed.

• Bachelor’s degree or equivalent experience.

🏝️ Benefits

• 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 participate in monthly events and initiatives designed to help you thrive—inside and outside of work.

• Medical, life and disability insurance, retirement plans, lifestyle, and additional benefits.

• Paid time off for volunteering and donation-matching opportunities to support causes that are important 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.

• Participate in our global recognition program, Finastra Celebrates, and share your voice through regular employee surveys that help shape our culture and ways of working.