Client Sales Executive-Named Accounts (Fintech)

Location: The role serves large US banks and credit unions; the posting does not specify a candidate work location.

Company

hirify.global provides a cloud banking platform used by banks, credit unions, and other financial services firms to acquire customers, improve productivity, and deliver digital financial experiences.

What you will do

• Develop and execute account strategies targeting 10–15% annual expansion through additional licenses, premium modules, and partner products.
• Own renewal strategies, retention, product usage, and annual services spend and P&L.
• Identify cross-sell and upsell opportunities using customization, adoption, and customer success data.
• Build C-level relationships and lead Quarterly Business Reviews covering ROI, business objectives, and strategic roadmaps.
• Coordinate with Product, Customer Success, Support, Consulting, Training, and due diligence teams on customer outcomes and escalations.
• Maintain Salesforce records and report on account health, expansion metrics, risks, and retention.

Requirements

• 7–10 years of account management or sales experience in SaaS or fintech, including enterprise-level accounts.
• Experience driving expansion for financial institutions, preferably with SaaS or low-code platforms.
• Experience with loan origination software, digital account opening, digital lending, mortgage solutions, or Top 50 banks and credit unions is preferred.
• Strong strategic account planning, revenue growth, executive communication, and negotiation skills.
• Proficiency with CRM tools such as Salesforce and QBR preparation.
• Bachelor’s degree in Business, Finance, or a related field; an MBA is preferred.

Culture & Benefits

• Work focused on improving access to financial resources through digital banking technology.
• Medical, dental, and vision insurance with employer contributions.
• Company-paid life and disability insurance, PTO, holidays, and parental leave.
• Employee Assistance Program and wellness stipend.
• 401(k) retirement plan with company match, HSA, FSA, and other voluntary benefits.