20h ago
Client Executive, Credit Unions (East Coast)
US
β¨ $150k-$250k / yearest.
full-timesenior Remotefinance
πΌ About This Role
You'll manage and grow relationships with credit union clients on the East Coast, acting as a trusted advisor to drive revenue growth and strategic alignment. You'll identify new opportunities for data, analytics, and risk management solutions while advocating for client needs internally.
π― What You'll Do
- Manage a portfolio of named credit union accounts and build executive relationships.
- Identify and close new revenue opportunities for data and risk solutions.
- Develop account strategies, forecasts, and pipeline plans.
- Lead client presentations, proposals, and contract negotiations.
π Requirements
- 5+ years of financial services sales experience with a track record of exceeding revenue targets.
- Experience managing large strategic named accounts in credit unions or banking.
- Understanding of risk management, fraud prevention, lending, and analytics solutions.
- Ability to travel up to 50% and reside on the East Coast.
β¨ Nice to Have
- Bachelor's degree in business or finance.
- Experience with software, data, and analytics offerings.
- Proven ability to engage senior stakeholders.
π Benefits & Perks
- π° Competitive compensation with uncapped commission potential.
- π₯ Comprehensive health benefits (medical, dental, vision).
- π Matching 401(k) retirement savings plan.
- ποΈ Flexible work environment with remote, hybrid, or in-office options.
- π Generous time-off policy including vacation, sick leave, and 12 paid holidays.
π¨ Hiring Process
Estimated timeline: 2-4 weeks Β· AI estimate
- 1Recruiter CallΒ· 30 min
- 2Hiring Manager InterviewΒ· 45 min
- 3Final RoundΒ· 60 min
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