Client Executive – Financial Services, Large Financial Institutions

Role Overview

• Partner with Industry Executives to identify and drive adoption of new product opportunities, supporting strategic client growth.
• Develop and execute growth strategies to deepen relationships with a key, large-scale client, delivering on revenue and expansion goals.
• Lead and manage high-impact client initiatives, leveraging strong project management and organizational skills in a fast-paced environment.
• Negotiate and close complex, multi-million dollar, long-term agreements with senior stakeholders.
• Demonstrate exceptional executive communication skills, a business-oriented mindset (Bachelor’s degree or equivalent experience), and willingness to travel up to 40%.

Requirements

• 10+ years of experience in direct sales and/or partnerships within banking or fintech, with a proven ability to engage across all levels of the buying organization.
• Build and maintain trusted relationships with executive-level buyers and influencers, navigating complex stakeholder environments with credibility and influence.
• Strong understanding of data-driven solutions (credit, fraud, marketing/analytics) and how they address critical client business challenges.
• Demonstrated ability to operate effectively in a highly matrixed organization, collaborating cross-functionally to deliver optimal client outcomes.
• Skilled at navigating complex client environments and delivering integrated, strategic solutions tailored to client needs.
• Deep financial services industry expertise, including banking, fintech, credit risk, fraud, marketing, and analytics.

Benefits

• Enjoy day-one eligibility for medical, dental, and vision coverage, plus supplemental plan options.
• Spousal, domestic partner, and other eligible dependent coverage is available on select plans.
• Choose tax‑advantaged HSA and FSA accounts to make everyday care more affordable.
• We’ve got your back with company‑paid basic life and AD&D, optional voluntary life and AD&D for you and your family, and short‑ and long‑term disability.
• You can also opt into a legal plan, pet insurance, and travel accident coverage.
• From adoption assistance and fertility planning coverage to caregiver support, we’re here for every chapter.
• Access Dependent Care FSA for possibility of an employer match, a complimentary Care@Work membership, and up to 12 weeks of paid parental leave with eligibility for a thoughtful, gradual return.
• Build toward what’s next with our 401(k) with employer match and Employee Stock Purchase Plan (ESPP).
• Tap financial wellness resources, career coaching, and optional long‑term care insurance to plan confidently.
• Grow and recharge with tuition reimbursement, flexible time off for exempt employees or paid time off for nonexempt employees, up to 12 paid holidays per year, commuter benefits, employee discounts, charitable gift matching, and paid volunteer time off, plus corporate volunteer events that make it easy to give back.
• Access 24/7 support including professional therapy, coaching, and emotional well‑being programs alongside guided meditation and resources that support physical, mental, social, and financial wellness.