Client Account Executive

🔥 0 minutes ago

🏄 California – Remote

🏄 California – Remote

💵 $65k - $75k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

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Sharetec Systems

WebsiteLinkedInAll Job Openings

51 - 200 employees

💸 Finance

🏦 Banking

💳 Fintech

Finance • Banking • Fintech

Sharetec Systems is a leading provider of core processing solutions and digital innovations specifically tailored for credit unions. Their flagship web-based core software, Sharetec Velocity, enhances efficiency and member experience by integrating CRM tools, advanced analytics, and more. Sharetec also offers robust online and mobile banking solutions, eServices, and a variety of back-office tools to streamline operations and improve productivity for credit unions. Known for its commitment to client success and innovative technology, Sharetec partners closely with its clients to ensure their solutions remain relevant and effective.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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