CareerPlan

Strategic Client Sales Executive

New York, NY, USRemoteFull-time$120k–$145k2026-11-07 → 2026-11-09
Remote · from United StatesNo visa sponsorship

Core

Drive complex new sales, expansion, renewal, and Strategic Alignment Workshop opportunities for U.S. banks and credit unions within an assigned territory.

Role type

Senior individual contributor enterprise sales executive

Builds

Digital banking and data solutions for financial institutions

Domain

Financial services / Fintech

Required skills

consultative selling, complex contract negotiation, forecasting discipline, executive relationship building, financial services domain knowledge, cross-functional collaboration

Preferred skills

digital banking sales, large expansion management, MEDDICC framework, C-level presentation, regulated financial institutions experience

Technologies

CRM, CPQ

Responsibilities

Execute disciplined territory strategy to drive revenue targets, lead end-to-end sales cycles from discovery to close, develop executive-level client relationships, forecast pipeline and revenue accurately, navigate pricing and legal discussions, identify cross-sell opportunities, partner with product and sales engineering, mitigate deal risk, provide informal guidance to peers, support onboarding of new team members, analyze territory performance metrics, represent the company at industry events.

Seniority

Senior, hands-on IC