CareerPlan

Strategic Client Sales Executive

US RemoteRemoteFull-time$120k–$145k2026-11-05 → 2026-11-11
Remote · from United StatesNo visa sponsorship

Core

Drive complex new sales, expansion, renewal, and Strategic Alignment Workshop (SAW) opportunities for U.S. banks and credit unions within an assigned territory.

Role type

Senior individual contributor enterprise sales executive

Builds

Digital banking and data/marketing platform solutions for financial institutions

Domain

Financial services / Fintech / SaaS

Required skills

consultative and value-based selling, complex contract negotiation, executive relationship building, financial services domain expertise, pipeline forecasting, cross-functional collaboration

Preferred skills

digital banking or SaaS sales experience, large expansion or high-risk renewal success, MEDDICC framework, C-level presentation experience, regulated financial institution background

Technologies

CRM, CPQ systems

Responsibilities

Execute disciplined territory strategy to drive revenue targets, lead end-to-end sales cycles from discovery to close, develop executive-level client relationships, forecast pipeline and revenue accurately, navigate pricing and legal discussions, identify cross-sell opportunities, partner with Marketing and Product teams, mitigate deal risk, provide informal guidance to peers, support onboarding of new team members, analyze territory performance metrics, represent the company at industry events

Seniority

Senior, hands-on IC