Sales Client Executive (Fintech)

TL;DR

Sales Client Executive (Fintech): Managing and growing revenue for Credit Union client relationships with an accent on data, analytics, and software solutions for lending and risk management. Focus on developing strategic alliances, negotiating pricing contracts, and identifying growth opportunities within the financial services sector.

Location: Must be located in the Southern California region

Salary: $115,000 - $185,000

Company

Global data and technology company redefining lending practices, fraud prevention, and financial insights through advanced analytics and software.

What you will do

• Generate revenue growth and manage strategic relationships with Credit Union clients in a named account environment.
• Develop alliances with senior client management through formal sales presentations and written proposals.
• Negotiate annual pricing contracts and individual agreements.
• Act as a strategic partner helping clients utilize data and software for lending, risk management, and fraud prevention.
• Develop sales forecasts, advance the pipeline, and ensure the successful delivery of solutions.
• Collaborate with cross-functional teams to identify and execute new business growth opportunities.

Requirements

• Bachelor's Degree or equivalent relevant work experience.
• 5+ years of successful experience in financial services selling complex solutions.
• Proven experience managing a portfolio of 25+ accounts.
• Knowledge of risk management challenges and growth demands within the banking or credit union industry.
• Ability to travel up to 50%.
• Must be based in the Southern California region.

Culture & Benefits

• Comprehensive compensation package with a variable incentive plan.
• Core benefits including full medical, dental, vision, and matching 401K.
• Fully remote work environment.
• Flexible time off, including vacation, sick leave, volunteer time, and 12 paid holidays.
• Culture focused on inclusion, authenticity, and work-life balance.