Client Executive – West Region in United States at Jobgether
Explore Related Opportunities
Job Description
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 – West Region based in United States.
This role is a high-impact client leadership position focused on managing and growing strategic accounts within the financial services industry across the Western United States. The Client Executive serves as a trusted advisor to senior client stakeholders, helping them leverage data, analytics, software, and technology solutions to improve lending decisions, risk management, and fraud prevention. The position combines relationship management, consultative selling, and revenue growth responsibility in a complex, executive-level sales environment. You will act as the primary point of contact for key accounts while also identifying new opportunities within existing relationships and across new financial services partners. The role requires strong commercial acumen, executive presence, and the ability to translate data-driven solutions into business value. The environment is highly collaborative, fast-paced, and focused on long-term partnership development and measurable impact.
- Manage and grow a portfolio of strategic financial services accounts within the West region, ensuring revenue expansion and long-term relationship success
- Serve as the primary client executive contact, building strong relationships with senior decision-makers and executive stakeholders
- Identify and develop new business opportunities within existing accounts as well as through targeted prospecting across the financial services market
- Deliver formal sales presentations, executive briefings, and tailored proposals that demonstrate the value of data, analytics, and software solutions
- Negotiate pricing, contracts, and commercial agreements to support revenue growth and customer alignment
- Collaborate cross-functionally with internal teams to ensure seamless delivery, issue resolution, and opportunity development
- Develop and maintain accurate forecasts, pipelines, and account plans to support business objectives
- Act as the voice of the customer internally, sharing market insights and feedback to improve solutions and offerings
Requirements:
- Bachelor’s degree in business, finance, economics, or a related field
- 5+ years of experience in financial services sales or enterprise account management with a strong track record of exceeding targets
- Proven ability to sell complex, data-driven, or non-tangible solutions at an executive level
- Strong understanding of financial services priorities, including risk, fraud prevention, marketing analytics, and lending solutions
- Demonstrated success in both expanding existing accounts and generating new business opportunities
- Excellent communication, presentation, and negotiation skills with strong executive presence
- Ability to collaborate effectively across cross-functional teams in a matrixed organization
- Willingness and ability to travel up to 40% as required
Benefits:
- Competitive compensation package with performance-based bonus opportunities
- Comprehensive health benefits including medical, dental, and vision coverage
- 401(k) retirement plan with employer matching contributions
- Fully remote work environment supporting flexibility and work-life balance
- Generous paid time off including vacation, sick leave, volunteer time off, and paid holidays
- Strong emphasis on professional development, learning, and career growth opportunities
- Inclusive, people-first culture focused on wellbeing, collaboration, and recognition
- Opportunity to work with industry-leading data and analytics solutions in a high-impact client-facing role