Client Executive

Client Executive – Account Development

Team Overview:
The Client Executive is responsible for driving revenue growth and deepening relationships with strategic financial services clients through consultative selling, account expansion, and executive-level engagement. This role serves as a trusted advisor, partnering with customers to understand their business objectives, develop growth strategies, and deliver solutions that drive long‑term value. Success requires strong business development skills, experience navigating complex organizations, and the ability to collaborate across cross‑functional teams to achieve client and business outcomes.

This role reports directly to the Vice President of Sales. This is a remote position that may require occasional in‑person attendance at work‑related events at the discretion of management.

• Build and manage executive‑level relationships within assigned accounts, identifying key decision‑makers while driving retention, growth, and new business opportunities.
• Proactively prospect and develop new client relationships, creating strategic plans to expand account penetration and maximize revenue potential.
• Lead account planning, client business reviews, and sales strategy sessions by coordinating cross‑functional teams and resources to deliver customer‑focused solutions.
• Serve as a trusted advisor and customer advocate by understanding client business objectives, identifying adoption gaps and expansion opportunities, and driving long‑term partnership success.

• 5+ years of experience in financial services sales, business development, or consulting, with a proven track record of driving revenue growth and expanding strategic client relationships.
• Bachelor's Degree or higher from an accredited college or university; business related preferred.
• Demonstrated success managing large, complex accounts within a matrixed organization, including identifying key decision‑makers, influencing stakeholders, and closing high‑value opportunities.
• Strong client engagement and business development skills, including prospecting, relationship management, negotiation, and consultative selling to executive‑level audiences.
• Strategic, results‑oriented professional with strong business acumen in consumer lending and fintech, capable of developing and executing growth strategies with urgency and focus.
• Exceptional communicator and collaborative partner who is passionate about client advocacy, works effectively across cross‑functional teams, and is willing to travel as needed.
• San Francisco Bay Area location preferred.

For Your Health: 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.

For Your Protection: 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.

For Your Family: 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.

For Your Future: 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.

For You: 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.

For Your Wellness: Access 24/7 support including professional therapy, coaching, and emotional well‑being…