20h ago

Client Executive, Credit Unions (East Coast)

US

✨ $150k-$250k / yearest.

full-timesenior Remotefinance

πŸ’Ό 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.

🎯 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.

πŸ“‹ 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.

✨ Nice to Have

  • Bachelor's degree in business or finance.
  • Experience with software, data, and analytics offerings.
  • Proven ability to engage senior stakeholders.

🎁 Benefits & Perks

  • πŸ’° Competitive compensation with uncapped commission potential.
  • πŸ₯ Comprehensive health benefits (medical, dental, vision).
  • πŸ“ˆ Matching 401(k) retirement savings plan.
  • πŸ–οΈ Flexible work environment with remote, hybrid, or in-office options.
  • 🎁 Generous time-off policy including vacation, sick leave, and 12 paid holidays.

πŸ“¨ Hiring Process

Estimated timeline: 2-4 weeks Β· AI estimate

  1. 1Recruiter CallΒ· 30 min
  2. 2Hiring Manager InterviewΒ· 45 min
  3. 3Final RoundΒ· 60 min
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