Client Account Executive

🕒 Junho 30

🏄 California – Remoto

🏄 California – Remote

💵 $65.000 - $75.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

🧑‍💼 Executivo de Contas

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Sharetec Systems

SiteLinkedInTodas as Vagas

51 - 200 funcionários

💸 Finanças

🏦 Bancário

💳 Fintech

Finance • Banking • Fintech

Sharetec Systems é uma provedora líder de soluções de core processing e inovações digitais, especificamente desenhadas para cooperativas de crédito. Seu software core web-based, o Sharetec Velocity, aumenta a eficiência e a experiência do associado ao integrar ferramentas de CRM, advanced analytics e mais. A Sharetec também oferece soluções robustas de online e mobile banking, eServices e uma variedade de ferramentas de back-office para agilizar operações e melhorar a produtividade das cooperativas de crédito. Conhecida pelo compromisso com o sucesso do cliente e pela tecnologia inovadora, a Sharetec trabalha em parceria próxima com seus clientes para garantir que suas soluções permaneçam relevantes e eficazes.

Descrição

• Own and grow a book of business through renewals, upsells, and cross-sell opportunities • Meet or exceed revenue targets through client growth and retention strategies • Lead contract renewal conversations and manage negotiations in collaboration with internal teams • Build and maintain strong relationships with key stakeholders at credit union clients • Act as a trusted advisor, helping clients maximize the value of their Sharetec investment • Drive product adoption and identify opportunities to improve client operational efficiency • Develop and execute account plans and sales strategies aligned to client needs and Sharetec’s offerings • Leverage CRM tools and data insights to manage pipeline, improve forecasting, and optimize performance • Conduct regular client reviews and strategic planning conversations • Partner with marketing, product, support, and implementation teams to deliver client value

🎯 Requisitos

• 3+ years of experience in account management, sales, or customer success, preferably in SaaS or financial services • Proven track record of meeting or exceeding revenue targets through client retention and expansion • Exceptional communication and presentation skills • Consultative sales approach with strong strategic and analytical thinking • Experience managing a portfolio of accounts while maintaining high-quality relationships • Proficiency with CRM systems (e.g., Salesforce) and comfort using data to guide decisions • Ability to work cross-functionally in a fast-paced, evolving environment

🏖️ Benefícios

• Competitive salaries • Medical, dental, vision, life, and disability coverage • Generous Paid Time Off (PTO) • Paid holidays (including your birthday off!) • $1,000 employee referral program • 401(k) with company matching