Account Manager / Business Development - Financial Services

Pivotal Consulting•Seattle, WA

8h•Remote

About The Position

Pivotal Consulting is a technology management consulting firm that helps Fortune 500 companies improve their performance by specializing in making People, Process, and Technology work together. They focus on business and technology strategy, technology modernization, and cloud transformation initiatives. The firm is experiencing significant growth and is seeking an Account Manager / Business Development professional to expand its consulting and professional services business with banks and credit unions. This role involves new business development, relationship management, and consultative selling to identify client needs and develop consulting engagements. The ideal candidate will have a background in business consulting and a proven track record of selling professional services to financial institutions.

Requirements

Must live in Washington state.
Currently authorized to work in the United States on a full-time basis.
At least five years of business consulting experience.
At least five years of experience selling professional services specifically to banks and credit unions.
At least five years of sales experience in a business consulting environment, including direct involvement in client advisory work, consulting delivery, or business transformation engagements.
Demonstrated success winning new business and expanding client accounts.
Experience translating business challenges into well-defined consulting opportunities.
Ability to build credibility with senior decision-makers and navigate complex, multistakeholder sales processes.
Experience developing proposals, negotiating commercial terms, and supporting statements of work.
Strong presentation, communication, relationship-building, and negotiation skills.
Ability to collaborate with consulting practitioners and delivery teams while independently managing sales priorities.
Experience using a CRM to manage accounts, opportunities, pipeline activity, and forecasts.

Nice To Haves

An established network of banking and credit union contacts, particularly in Seattle and the Pacific Northwest.
Experience selling engagements involving business transformation, operational improvement, technology strategy, program delivery, or organizational change.
Familiarity with financial institution vendor selection, procurement, and contracting processes.
Experience developing account strategies and pursuing complex consulting engagements.
A track record of maintaining long-term client relationships and generating repeat business.

Responsibilities

Develop and execute a business development strategy targeting banks and credit unions.
Identify, qualify, and pursue new consulting and professional services opportunities.
Build relationships with executives, business leaders, technology stakeholders, and procurement teams.
Lead discovery conversations to understand clients’ business priorities, operational challenges, and consulting needs.
Partner with consulting and delivery leaders to develop tailored solutions, proposals, statements of work, and pricing.
Manage the sales cycle from prospecting and qualification through presentations, negotiation, and contract execution.
Grow existing accounts by identifying opportunities for additional consulting engagements.
Establish account plans and maintain accurate pipeline records, sales forecasts, and opportunity updates.
Coordinate the transition from sales to delivery, ensuring alignment on engagement scope, objectives, and client expectations.
Stay informed about banking and credit union priorities that may create demand for consulting services.
Represent Pivotal Consulting at client meetings, industry events, and networking opportunities.