Client Executive, Community Lending Markets

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

📋 Description

• Drive revenue growth within a designated account framework

• Manage key relationships with Credit Union clients

• Foster strong collaborations with senior management at client organizations

• Provide strategic recommendations via formal sales presentations and written proposals

• Negotiate annual pricing contracts and individual agreements

• Identify sales opportunities related to marketing, risk, analytics, fraud, and software solutions

• Report directly to the Sales Director

• Enhance existing partnerships and cultivate new business opportunities

⛳️ Requirements

• Over 5 years of experience in financial services, with a proven track record of exceeding targets and selling complex solutions

• Proven experience in identifying sales opportunities for marketing, risk, analytics, fraud, and software solutions within the financial services sector

• Familiarity with risk management challenges and growth requirements in the credit union and banking industry

• Insight into customer priorities and strategies aimed at achieving revenue and profit goals

• A Bachelor’s degree is mandatory

• Willingness to travel

• Capability to develop forecasts, advance sales pipelines, and ensure the successful delivery of solutions

• Understanding of data, software, and analytics applications relevant to customer businesses

🏝️ Benefits

• Attractive compensation package and incentive structure

• Comprehensive medical, dental, and vision coverage

• 401K matching program

• Fully remote work environment

• Flexible time off policies, including volunteer time off, vacation, sick leave, and 12 paid holidays

• Opportunities for variable pay

• Supportive and inclusive company culture with a focus on purpose

• Accommodation assistance for disabilities or special needs