ClientExecutive–WestRegion

## Accountabilities Manage and grow a portfolio of strategic financial services accounts within the West region, ensuring revenue expansion and long-term relationship success Serve as the primary client executive contact, building strong relationships with senior decision-makers and executive stakeholders Identify and develop new business opportunities within existing accounts as well as through targeted prospecting across the financial services market Deliver formal sales presentations, executive briefings, and tailored proposals that demonstrate the value of data, analytics, and software solutions Negotiate pricing, contracts, and commercial agreements to support revenue growth and customer alignment Collaborate cross-functionally with internal teams to ensure seamless delivery, issue resolution, and opportunity development Develop and maintain accurate forecasts, pipelines, and account plans to support business objectives Act as the voice of the customer internally, sharing market insights and feedback to improve solutions and offerings Requirements: Bachelor’s degree in business, finance, economics, or a related field 5+ years of experience in financial services sales or enterprise account management with a strong track record of exceeding targets Proven ability to sell complex, data-driven, or non-tangible solutions at an executive level Strong understanding of financial services priorities, including risk, fraud prevention, marketing analytics, and lending solutions Demonstrated success in both expanding existing accounts and generating new business opportunities Excellent communication, presentation, and negotiation skills with strong executive presence Ability to collaborate effectively across cross-functional teams in a matrixed organization Willingness and ability to travel up to 40% as required Benefits: Competitive compensation package with performance-based bonus opportunities Comprehensive health benefits including medical, dental, and vision coverage