Client Executive, Credit Unions

📋 Description

• Generate revenue growth and manage Credit Union client relationships in a named account environment.
• Develop close alliances with senior client management personnel, offering recommendations through
• Negotiate annual and individual pricing contracts and agreements.
• Act as a strategic partner and primary contact for clients, helping them use data, analytics
• Collaborate with members across different teams balancing priorities, bringing the right people to
• Understand customer needs by seeing their world through their perspective, speaking their language

🎯 Requirements

• Bachelor's Degree or relevant work experience.
• 5+ years of successful financial services experience with experience overachieving selling complex
• Experience managing a large, named strategic account.
• Demonstrated experience uncovering sales opportunities for marketing, risk, analytic, fraud and
• Experience with risk management challenges and growth demands within the credit union or banking
• Understanding of customer priorities and the plans designed to deliver revenue and profit

🎁 Benefits

• Great compensation package including uncapped commission.
• Core benefits including medical, dental, vision, and matching 401K.
• Flexible work environment, ability to work remote, hybrid or in-office.
• Flexible time off including volunteer time off, vacation, sick and 12-paid holidays.