Account Executive (Fintech)

TL;DR

Account Executive (Fintech): Managing and expanding business relationships with existing credit union clients with an accent on territory planning, solution demonstrations, and strategic account development. Focus on identifying client needs, orchestrating team-based sales processes, and achieving annual sales objectives within the East region.

Location: Remote within the United States, excluding California.

Company

A technology company dedicated to empowering financial institutions through innovative, secure, and human-centered digital banking solutions.

What you will do

• Develop and execute territory and account plans to meet annual sales objectives.
• Orchestrate live demonstrations and presentations of core and ancillary banking solutions.
• Lead discovery sessions with internal teams to identify and confirm client requirements.
• Maintain accurate records of all sales activities and opportunities in the CRM system.
• Manage sales forecasting and administrative responsibilities for the assigned client base.
• Build and maintain strong relationships with buyers at all levels, from front-line staff to C-level executives.

Requirements

• Minimum 3 years of technology solutions sales experience, preferably in the banking or credit union space.
• Must be based in the United States (excluding California).
• Ability to travel up to 60% of the time.
• Strong presentation skills with the ability to communicate effectively at all organizational levels.
• Technical aptitude and understanding of the fintech industry.
• Proficiency in CRM systems and sales forecasting processes.

Nice to have

• Bachelor's degree.
• Experience with Salesforce or similar forecasting applications.
• Strong analytical skills for problem-solving and data-driven decision-making.
• Experience leading team-oriented sales processes.

Culture & Benefits

• Commitment to a culture of inclusion, sustainability, and community impact.
• Comprehensive benefits package supporting physical, mental, and financial health.
• Focus on professional growth and purpose-driven work.
• Collaborative environment that values integrity and doing the right thing.