Sales Client Executive – Credit Unions

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

📋 Description

• Manage revenue growth and nurture relationships within a designated account environment focused on Credit Union clients.

• Forge strong partnerships with senior client management, providing insights through formal sales presentations and detailed proposals, while also negotiating annual and individual pricing contracts and agreements.

• Serve as a strategic partner and primary liaison for each client, assisting them in leveraging data, analytics, software, and technological solutions for optimal lending, risk management, fraud prevention, and member engagement.

• Work collaboratively with team members from various departments to balance priorities, engage the right stakeholders, resolve issues, and pinpoint opportunities.

• Create forecasts, advance the sales pipeline, and ensure effective delivery of solutions.

• Discover innovative methods to drive business growth and expand existing partnerships.

• Report directly to the Vice President of Sales.

⛳️ Requirements

• A Bachelor's Degree or equivalent professional experience.

• Over 5 years of proven experience in financial services, particularly in exceeding sales targets for complex solutions.

• Proven ability to manage a portfolio of more than 25 accounts.

• Demonstrated success in identifying sales opportunities related to marketing, risk, analytics, fraud, and software solutions within the financial services sector.

• Familiarity with risk management issues and growth challenges in the credit union or banking industry.

• Solid understanding of customer priorities and the strategies needed to meet revenue and profit goals.

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

🏝️ Benefits

• Competitive compensation package along with an attractive incentive plan.

• Comprehensive core benefits that include full medical, dental, vision coverage, and a matching 401K program.

• Fully remote work environment.

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