Account Executive – West Region

Darum lohnt es sich

Overview • Play a critical role in expanding and retaining business within a portfolio of existing Bank, Credit Union, and Financial Institution clients. • Drive renewals with added value and uncover/close new revenue through strategic cross-selling and up-selling of Finastra’s Lending and Mortgage Solutions, including LaserPro and Mortgagebot. • Build strong executive relationships and deeply understand each client’s business goals and operational landscape. • Act as a trusted advisor—aligning our technology solutions to deliver measurable impact. • Exceed client expectations, achieve revenue growth targets, and become a catalyst for innovation and transformation within your accounts. • Cultivate and maintain strategic relationships with key stakeholders across a defined set of existing customer accounts. • Lead the renewal process while identifying and closing opportunities to expand Finastra’s footprint through additional product offerings. • Develop tailored account strategies that align Finastra’s solutions with each client’s business goals and industry challenges. • Collaborate closely with internal teams including Solution Consulting, Value Engineering, and Client Services to deliver value-driven proposals. • Serve as the escalation point for client issues, driving resolution while maintaining high customer satisfaction. • Conduct regular business reviews and strategic planning sessions with clients to ensure continued alignment and value delivery. • Maintain accurate and up-to-date sales pipeline data and account plans in Salesforce to support forecasting and performance tracking. • Meet or exceed assigned sales targets, consistently delivering against revenue and growth objectives. • Stay current on Finastra’s offerings, industry trends, and competitive landscape to effectively position our value proposition. • Champion a customer-first mindset while driving adoption and utilization of Finastra’s broader solution portfolio.

Requirements • Minimum 5+ years of experience in B2B sales and account management, ideally within the fintech or enterprise software space. • Proven track record of growing existing accounts and closing cross-sell/up-sell opportunities. • Proven record of building and managing a sales pipeline and achieving/exceeding quota. • Strong interpersonal and communication skills with the ability to influence and engage senior-level stakeholders. • Demonstrated experience developing account plans and managing complex sales cycles within Financial Institutions. • Proficient in Salesforce and sales forecasting methodologies. • Strong business acumen and consultative approach to solution selling. • Exceptional written, verbal, presentation, and interpersonal communication skills with stakeholders. • Ability to collaborate across functional teams and lead virtual account teams toward shared goals. • Self-starter with a results-oriented mindset and a passion for helping clients succeed. • Bachelor’s degree or equivalent experience.