Client Executive, Credit Unions

📋 Description

• The Client Executive will be tasked with driving revenue growth and overseeing Credit Union client relationships in a designated account setting.

• Build strong partnerships with senior client management, providing insights through formal sales presentations and written proposals, while negotiating pricing contracts and agreements on an annual and individual basis.

• Work collaboratively with team members across various departments to balance priorities, engage the appropriate stakeholders, resolve issues, and recognize opportunities.

• Create forecasts, advance the sales pipeline, and guarantee the successful delivery of solutions.

• Explore innovative methods to enhance business growth and strengthen existing partnerships.

⛳️ Requirements

• Bachelor's Degree or equivalent work experience.

• Over 5 years of successful experience in financial services, with a proven track record of exceeding sales targets for complex solutions.

• Experience in managing a significant, named strategic account.

• Proven ability to identify sales opportunities related to marketing, risk, analytics, fraud, and software solutions within the financial services sector.

• Familiarity with risk management challenges and growth pressures within the credit union or banking industry.

• Understanding of customer priorities and the strategies developed to meet revenue and profit goals.

• Willingness to travel up to 50% of the time.

🏝️ Benefits

• Competitive compensation package featuring uncapped commission potential.

• Comprehensive core benefits including medical, dental, vision, and matching 401K.

• Flexible working environment with options to work remotely, in a hybrid model, or in-office.

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