Senior Account Manager, Regional Banks

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

📋 Description

• Manage a portfolio of around 60–65 regional bank and credit union clients.

• Achieve revenue objectives by expanding the client portfolio.

• Identify and secure growth opportunities in risk, FP&A, and analytics solutions.

• Categorize accounts based on growth potential and focus on high-potential clients.

• Oversee the entire contract renewal process, including preparation, pricing, and negotiation.

• Collaborate with Legal during the contract negotiation process.

• Establish strong relationships with CFOs, treasurers, and finance teams.

• Conduct proposal and renewal presentations.

• Collaborate with Customer Success, Support, and Solution Engineers.

• Manage responses to client due diligence and information security questionnaires in partnership with Technology.

• Relay client feedback to the Product team.

• Utilize webinars and go-to-market campaigns to initiate discussions with potential new clients.

• Travel approximately 20% for client meetings, conferences, and internal gatherings.

⛳️ Requirements

• Over 5 years of B2B sales experience in account management or as a sales executive.

• Proven history of achieving revenue goals.

• Demonstrated success in identifying and closing expansion opportunities within an existing client base.

• Experience in leading renewals or complex contract negotiations.

• Familiarity with CRM systems; knowledge of Salesforce, Gong, SalesLoft, Teams, and Claude is preferred.

• Experience with AI tools for territory planning, account research, and preparing outreach and presentations.

• Strong collaborative skills to work alongside Customer Success, Legal, Solution Engineers, and Product teams.

• Sales experience in banking or fintech is a plus.

• Familiarity with risk, FP&A, or analytics solutions for banks is advantageous.

• Understanding of the MEDDIC or similar deal-qualification methodologies is beneficial.

🏝️ Benefits

• PTO

• Floating holidays

• Medical insurance

• Dental insurance

• Vision insurance

• 401(k)

• Additional workplace perks

• Reduced first-year target while building pipeline (ramp support)