Client Executive - Credit Unions (Northeast) - Remote

Overview

The Client Executive will be responsible for generating revenue growth and managing client relationships within Credit Unions, acting as a strategic partner to help clients leverage data and technology solutions.

In Short

• Generate revenue growth in a named account environment.
• Manage relationships with Credit Union clients.
• Develop alliances with senior client management.
• Deliver formal sales presentations and proposals.
• Negotiate pricing contracts and agreements.
• Collaborate with team members to balance priorities.
• Identify new business growth opportunities.
• Report to the Senior Director, Credit Unions Northeast.
• This is a remote position, but candidates must reside in the Northeast.

Requirements

• Bachelor's Degree or relevant work experience.
• 5+ years of experience in financial services.
• Experience managing a portfolio of 25+ accounts.
• Proven track record in selling complex solutions.
• Knowledge of risk management and growth in the credit union industry.
• Ability to understand customer priorities.
• Willingness to travel up to 50%.

Benefits

• Great compensation package and bonus plan.
• Core benefits including medical, dental, and vision.
• Fully remote work environment.
• Flexible time off including volunteer time off.