Client Sales Executive - Named Accounts
Core
Strategic account management for top-tier US banks and credit unions (20B+ AUM), driving expansion, retention, and executive alignment.
Role type
Senior IC Client Sales Executive (Named Accounts)
Builds
Cloud banking platform for financial services firms
Domain
Fintech / SaaS
Required skills
Strategic account planning, revenue growth, executive communication, negotiation, CRM proficiency, cross-sell/upsell strategy, QBR leadership
Preferred skills
Experience with loan origination software, digital account opening, digital lending, mortgage solutions, Top 50 Banks/Credit Unions
Technologies
Salesforce
Responsibilities
Develop and execute account strategies for 10-15% annual expansion, lead Quarterly Business Reviews with C-level stakeholders, build and maintain C-level relationships, own and expand annual services spend/P&L, track expansion metrics and retention rates
Seniority
Senior, hands-on IC