Client Sales Executive
Core
Drive renewals, upsell opportunities, and strategic alignment with existing bank and credit union customers in the East region to foster digital transformation.
Role type
Senior Client Sales Executive (Account Management)
Builds
Digital banking platform solutions for U.S. banks and credit unions
Domain
Fintech / Banking
Required skills
Quota-driven sales experience, relationship building, strategic account management, sales forecasting, industry trend analysis, cross-functional collaboration
Preferred skills
Banking/financial services domain expertise, digital banking product knowledge, Google Suite and Salesforce proficiency
Responsibilities
Identify upsell opportunities for existing clients, conduct business reviews to assess progress and address concerns, drive customer renewals by demonstrating platform value, stay updated on industry trends and competitive landscape, collaborate with marketing to develop sales collateral, build relationships with key decision makers, meet or exceed sales targets, create accurate sales forecasts, guide Client Sales and Success team members
Seniority
Senior, hands-on IC