Client Executive, Credit Unions
Core
Generate revenue growth and manage strategic Credit Union client relationships by acting as a primary contact and strategic partner.
Role type
Senior Account Executive (Financial Services)
Builds
Data, analytics, software, and technology solutions for lending, risk management, fraud prevention, and member engagement.
Domain
Financial Services / Credit Unions
Deliverable
client delivery
Required skills
Complex solution selling, strategic account management, data analytics expertise, risk management knowledge, fraud prevention understanding, stakeholder management, forecasting, pipeline management, partnership expansion.
Preferred skills
Experience in marketing, risk, analytic, fraud, and software solutions within financial services.
Technologies
Data analytics platforms, risk management software, fraud prevention tools, lending software.
Responsibilities
Develop close alliances with senior client management, negotiate pricing contracts and agreements, present formal sales proposals, collaborate with internal teams to balance priorities, develop forecasts and advance pipeline, identify new business growth opportunities, report to Senior Director.
Seniority
Senior, hands-on IC
