Client Executive - Credit Unions (East Coast) - Remote

Overview

The Client Executive will manage Credit Union client relationships and drive revenue growth through strategic sales efforts.

In Short

• Generate revenue growth in a named account environment.
• Develop and maintain alliances with senior client management.
• Deliver formal sales presentations and proposals.
• Negotiate pricing contracts and agreements.
• Collaborate with cross-functional teams to balance priorities.
• Understand customer needs and promote client perspectives.
• Develop forecasts and advance sales pipelines.
• Identify new business growth opportunities.
• Report to the Senior Director, Credit Unions Northeast.
• This is a remote position for candidates living in the East Coast.

Requirements

• Bachelor's Degree.
• 5+ years of experience in financial services sales.
• Experience in selling complex solutions.
• Knowledge of risk management in credit unions or banking.
• Understanding of customer revenue and profit initiatives.
• Ability to travel as needed.

Benefits

• Lucrative overachievement plan.
• Annual trip for top performers.
• 15 days of vacation, five sick days, and two volunteer days.
• Wellness plans and employee discounts.
• Employee stock purchase program with 401K matching.