Client Account Executive

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

📋 Description

• Take ownership of and expand a portfolio of business through renewals, upselling, and cross-selling initiatives.

• Achieve or surpass revenue goals by implementing strategies for client growth and retention.

• Lead discussions on contract renewals and manage negotiations in partnership with internal teams.

• Establish and nurture strong relationships with key stakeholders within credit union clients.

• Serve as a trusted advisor, assisting clients in maximizing the benefits of their Sharetec investment.

• Promote product adoption and identify opportunities to enhance client operational efficiency.

• Create and implement account plans and sales strategies that align with client needs and Sharetec’s offerings.

• Utilize CRM tools and data insights to manage the sales pipeline, improve forecasting, and enhance performance.

• Conduct regular client reviews and engage in strategic planning discussions.

• Collaborate with marketing, product, support, and implementation teams to provide exceptional client value.

⛳️ Requirements

• A minimum of 3 years of experience in account management, sales, or customer success, ideally within the SaaS or financial services sectors.

• Demonstrated success in meeting or exceeding revenue targets through effective client retention and expansion.

• Outstanding communication and presentation abilities.

• Consultative sales methodology with strong strategic and analytical capabilities.

• Experience in managing a portfolio of accounts while upholding high-quality relationships.

• Proficient in CRM systems (e.g., Salesforce) and comfortable using data to inform decisions.

• Capacity to work effectively across functions in a dynamic, fast-paced environment.

🏝️ Benefits

• 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