Client Sales Executive
Core
Drive renewals, upsells, and strategic alignment for existing bank and credit union customers to support their digital banking strategies.
Role type
Senior Client Sales Executive (Existing Business)
Builds
Digital banking platform solutions for U.S. banks and credit unions
Domain
Fintech / Digital Banking
Deliverable
client delivery
Required skills
quota-driven sales experience, relationship building, strategic account management, sales forecasting, industry trend analysis
Preferred skills
banking/financial services domain knowledge, digital banking product expertise, business acumen
Technologies
Salesforce, Google Suite
Responsibilities
Identify upsell opportunities for existing clients, conduct business reviews to assess progress and address concerns, drive customer renewals by demonstrating platform value, collaborate with product and account management teams, maintain accurate sales forecasts, build relationships with key decision makers
Seniority
Senior, hands-on IC