Client Executive – Financial Services, Financial Institutions

Responsibilities

• 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%.

• 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.

• data‑driven solutions
• credit
• fraud
• marketing analytics
• strategic solutions

• project management
• organizational skills
• executive communication
• business‑oriented mindset
• relationship building
• influence
• collaboration

• Bachelor’s degree