Client Executive, Credit Unions (East Coast)

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Client Executive, Credit Unions (East Coast) based in United States.

This role sits at the intersection of strategic sales, financial services expertise, and data-driven transformation within the credit union ecosystem. You will act as a trusted advisor to senior stakeholders across named accounts, helping them leverage data, analytics, software, and technology solutions to improve lending, risk management, fraud prevention, and member engagement. The position is highly consultative and relationship-driven, requiring strong commercial acumen and the ability to translate complex solutions into clear business value. You will own revenue growth across a portfolio of strategic credit union clients, shaping long-term partnerships and expansion opportunities. Operating in a fast-paced, collaborative environment, you will work cross-functionally to align internal teams around client needs. This is a high-impact role where communication, trust-building, and strategic thinking directly influence business outcomes.

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Client Executive, Credit Unions (East Coast) based in United States.

This role sits at the intersection of strategic sales, financial services expertise, and data-driven transformation within the credit union ecosystem. You will act as a trusted advisor to senior stakeholders across named accounts, helping them leverage data, analytics, software, and technology solutions to improve lending, risk management, fraud prevention, and member engagement. The position is highly consultative and relationship-driven, requiring strong commercial acumen and the ability to translate complex solutions into clear business value. You will own revenue growth across a portfolio of strategic credit union clients, shaping long-term partnerships and expansion opportunities. Operating in a fast-paced, collaborative environment, you will work cross-functionally to align internal teams around client needs. This is a high-impact role where communication, trust-building, and strategic thinking directly influence business outcomes.

Accountabilities:

You will be responsible for managing and growing a portfolio of named credit union accounts, driving revenue expansion and long-term strategic partnerships.

• Develop and maintain senior-level relationships within credit unions, acting as the primary point of contact and trusted advisor.
• Identify, qualify, and close new sales opportunities across data, analytics, fraud, risk, and software solutions.
• Build and execute account strategies, including forecasting, pipeline management, and revenue planning.
• Deliver consultative presentations and tailored proposals aligned with client business priorities.
• Collaborate cross-functionally with internal teams to ensure seamless delivery and client satisfaction.
• Represent the voice of the customer to influence product and solution enhancements.

Requirements:
You bring strong experience in financial services sales with a proven ability to manage complex, enterprise-level relationships and deliver consistent revenue growth.

• 5+ years of experience in financial services, ideally selling complex data, analytics, or software solutions.
• Demonstrated success managing large, named strategic accounts within banking or credit unions.
• Strong understanding of risk management, fraud prevention, lending, and financial performance drivers.
• Proven ability to engage and influence senior executives and decision-makers.
• Excellent communication, negotiation, and consultative selling skills.
• Strong business acumen with the ability to translate client needs into scalable solutions.
• Willingness to travel up to 50% and operate in a remote East Coast-based environment.

Benefits:

• Competitive compensation with base salary plus uncapped commission potential
• Comprehensive health coverage including medical, dental, and vision plans
• Retirement savings plan with company matching (401k)
• Flexible work environment with remote or hybrid options
• Generous paid time off, including vacation, sick leave, holidays, and volunteer days
• Career development opportunities within a global data and technology organization
• Performance-based incentives and recognition programs
• Inclusive and collaborative culture focused on growth and innovation

How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best!  Why Apply Through Jobgether?    Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.     #LI-CL1