CareerPlan

Client Executive, Regional Banks

United States, UNITED STATES, usFull-time2026-10-22 → 2026-11-11
Hybrid · United States

Core

Account Executive driving revenue growth for Preferred Commercial Banking clients in the Southeast U.S. by cross-selling existing partners and acquiring new logos.

Role type

Senior Account Executive (Commercial Banking)

Builds

Commercial lending solutions and financial services products

Domain

Financial Services / Commercial Lending

Required skills

consultative sales, negotiation, public speaking, complex solution selling, prospecting, deal closing, sales planning, forecasting, project management

Preferred skills

B2B information market experience, selling to all levels of management, travel readiness

Technologies

sales enablement platforms, technology stack

Responsibilities

Cross-selling into existing clients and selling to new logos; Sales Planning to understand client business challenges; Sales Growth including identifying/closing revenue opportunities, forecasting, and contract negotiations; Collaborating with internal marketing, analytics, and technology teams.

Seniority

Senior, hands-on IC