CareerPlan

Client Executive

United States, UNITED STATES, usRemoteFull-time2026-10-23 → 2026-11-10
Remote

Core

Manage and grow a diverse portfolio of banking and retail accounts by selling complex data, software, and analytics solutions to transform customer businesses.

Role type

Senior Client Executive (Sales)

Builds

Marketing, risk, analytic, fraud, and software solutions for financial services clients

Domain

Financial Services / Data & Analytics

Deliverable

production ML models | product features

Required skills

Complex solution sales, pipeline management, forecasting, banking industry knowledge, risk management understanding, corporate financial priorities, stakeholder collaboration, voice of the customer advocacy

Preferred skills

Experience selling to banking institutions, understanding of lending practices and fraud prevention

Technologies

Data analytics platforms, software solutions, risk management tools

Responsibilities

Develop forecasts and advance sales pipelines, identify new growth opportunities, expand current partnerships, solve customer issues, collaborate with cross-functional teams, represent the voice of the customer to improve solutions

Seniority

Senior, hands-on IC