Sales Client Executive - Credit Unions (Southern CA) - Remote

Overview

The Sales Client Executive will be responsible for generating revenue growth and managing client relationships within the Credit Union sector, utilizing data and technology solutions to enhance lending and risk management.

In Short

• Manage Credit Union client relationships and generate revenue growth.
• Develop formal sales presentations and proposals.
• Negotiate pricing contracts and agreements.
• Collaborate with cross-functional teams to deliver solutions.
• Understand customer perspectives and promote their voice.
• Identify new business growth opportunities.
• Report to the Vice President of Sales.
• Located in Southern California.

Requirements

• Bachelor's Degree or relevant work experience.
• 5+ years of experience in financial services sales.
• Experience managing a portfolio of 25+ accounts.
• Knowledge of marketing, risk, and software solutions.
• Understanding of credit union or banking industry challenges.
• Ability to travel up to 50%.

Benefits

• Great compensation package and incentive plan.
• Core benefits including medical, dental, vision, and 401K.
• Fully remote environment.
• Flexible time off including volunteer time off and holidays.