Client Executive, Credit Unions

📋 Description

• Develop close alliances with senior client management personnel, offering recommendations through
• Act as a strategic partner and primary contact for each client, helping them use data, analytics
• Collaborate with members across different teams balancing priorities, bringing the right people to
• Understand customer by seeing the world through their perspective, speaking their language, and
• Develop forecasts, advance pipeline, and ensure delivery of solutions
• Identify new ways to grow the business and expand current partnerships

🎯 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
• Base salary range listed plus uncapped commission, offering unlimited earning potential