Senior Account Executive

This is a fully remote position, open to applicants in California, +1 more state.

📋 Description

• This position is responsible for developing and implementing account strategies aimed at enhancing client retention and driving growth within US Payments accounts and/or territories.

• Serving as the primary strategic contact for selling Finastra solutions, this role necessitates the coordination of internal stakeholders, including senior management, to achieve account performance goals and meet client expectations.

• Create a collaborative strategy and plan for designated accounts to promote ongoing investment and expansion of existing Finastra products while identifying new growth opportunities across Finastra's offerings.

• Foster strong and positive relationships with clients at various levels, including executives across business and IT sectors, ensuring regular communication.

• Lead and collaborate with the extended Finastra team for account planning, exploring new project opportunities, and ensuring that business objectives and customer expectations are fulfilled.

• Develop and maintain a comprehensive understanding of the client’s operating environment, business objectives, strategic initiatives, and key stakeholders and influencers within the relevant business sectors.

• Discover new sales opportunities and cultivate a pipeline for Finastra products and services, engaging and collaborating with internal stakeholders such as Solution Consultants and/or Sales Executives to advance the sales process toward closure.

• Act as a point of escalation for resolving client issues.

• Ensure that client challenges are addressed promptly and professionally, in line with the agreed Service Level Agreements.

• Schedule regular business update meetings with relevant client personnel to provide visibility into Finastra products and solutions, aligning with client initiatives.

• Maintain accurate sales forecasting data in the sales reporting system for effective opportunity management and reporting.

• Achieve sales quotas and meet forecast commitments through successful business closures.

• Keep well-documented knowledge regarding clients’ businesses through Account Plans and within the sales tracking system.

• Deliver monthly updates on sales status.

• Stay informed about current industry trends, competitors, and existing/new company products and services.

⛳️ Requirements

• Proven experience in consultative sales and account management roles.

• Prior experience with CRM technology for managing pipelines, business intelligence, and integrated account management.

• Experience in managing multiple accounts effectively.

• Capability to establish credible and influential relationships with clients.

• Demonstrated knowledge of products and industry, including market trends and competitive intelligence.

• Ability to conceptualize and create value propositions that deliver compelling messages to clients.

• Proficient in building and managing a sales pipeline while achieving or exceeding quotas.

• Strong written, verbal, and presentation skills, with a proven ability to effectively engage and present to senior-level executives.

• Ability to work collaboratively with internal stakeholders towards sales and account engagement goals.

• Client-focused, self-motivated, and driven individual.

• Ability to navigate within Financial Institutions, comprehend current and future business requirements, and translate them into customer needs and sales opportunities.

• Strong analytical and problem-solving skills.

🏝️ 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-on-one support through our Employee Assistance Program, connect with our Wellbeing Champions and Gather Groups, and participate in monthly events and initiatives designed to help you thrive—both inside and outside of work.

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

• Take paid time off for volunteering and access 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—welcoming everyone who wishes 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 feedback through regular employee surveys that help shape our culture and ways of working.