Lending Account Executive
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Job Description
Develop and execute account strategies to drive client retention at Finastra. Establish relationships with clients and manage a defined portfolio of accounts.
Responsibilities:
- Develop and execute account strategies to drive client retention and growth within a defined portfolio of accounts and/or territory.
- Establish and maintain a deep understanding of the client operating environment, their business objectives, strategic initiatives, key stakeholders, and influencers in the relevant business domains.
- Identify new sales opportunities and build a pipeline for Finastra products and services, engaging and supporting internal stakeholders such as Solution Consultants and/or Sales Executives to advance the sales pursuit to close.
- Act as a point of escalation for client resolution on issues.
- Ensure client challenges are resolved in a timely and professional manner and comply with agreed-upon Service Level Agreements.
- Establish regular business update meetings with appropriate client personnel to provide visibility to Finastra products and solutions and align with client initiatives.
- Ensure and maintain sales forecasting data in the sales reporting system to allow for opportunity management and reporting.
- Close business to meet forecast commitments and sales quotas.
- Maintain well-documented knowledge about clients’ businesses via Account Plans and in the sales tracking system.
- Provide monthly sales status updates.
- Stay abreast of current industry trends, competitors, and current/new company products and services.
- Focus on cross-selling and upselling Finastra’s products and services to a defined list of clients to expand Finastra’s business.
- Develop and implement strategies to identify and pursue opportunities for growth within existing accounts.
Requirements:
- 10+ years experience of sales & account management experience.
- Strong analytical and issue resolution skills.
- Experience managing multiple accounts.
- Ability to build credible and influential client relationships.
- Demonstrates product and industry knowledge, including market trends and competitive intelligence.
- Ability to conceptualize and build value propositions that deliver a compelling message to clients.
- Ability to build and manage a sales pipeline and achieve/exceed quota.
- Strong written, verbal, and presentation skills with proven ability to effectively engage with and present to senior-level executives.
- Ability to collaborate with internal stakeholders in the pursuit of sales and account engagement objectives.
- Client-focused, self-directed, and motivated.
- Ability to navigate within Financial Institutions, understand current and future business requirements, and translate them into an understanding of customer needs and sales opportunities.
Benefits:
- Enjoy unlimited vacation, based on your location and business priorities.
- Hybrid working arrangements, and inclusive policies such as paid time off for voting, bereavement, and sick leave.
- Access confidential one-on-one therapy through our Employee Assistance Program, unlimited personalized coaching via our coaching app, and access to our Gather Groups for emotional and mental support.
- Medical, life & disability insurance, retirement plan, lifestyle and other benefits.
- Benefit from paid time off for volunteering and donation matching.
- Participate in multiple DE&I groups for open involvement (e.g., Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, Women@Finastra).
- Access online learning and accredited courses through our Skills & Career Navigator tool.
- Be part of our global recognition program, Finastra Celebrates, and contribute to regular employee surveys to help shape Finastra and foster a culture where everyone is engaged and empowered to perform at their best.
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