Client Executive - Card and Banking - West
About The Position
Come be a part of our Client Executive team. Our team is comprised of seasoned TU professionals working together with a customer centric approach. Each of our team members takes accountability for their book of accounts and come together to share best practices, industry insights and to collaborate on how to best use our cutting-edge technology/products to help fuel our partners growth and/or mitigate their risk exposure. This role will report to the Vice President of Sales. This is a remote position which may require occasional in-person attendance at work-related events at the discretion of management.
Requirements
- 3+ years of sales experience within financial services, with a bachelor’s degree in business or a related field.
- Proven ability to drive new business through prospecting (“hunting”), client engagement, and consultative selling.
- Strong presentation, communication, and technical aptitude to effectively position complex solutions and close deals.
- Proficiency in MS Office and Salesforce, with a creative, analytical approach to developing and executing sales strategies
- Applicants must be authorized to work in the United States on a full-time basis without the need for employer support or sponsorship now or in the future.
Nice To Haves
- Industry experience in credit, risk, fraud, or analytics strongly preferred.
Responsibilities
- Own and manage end-to-end relationships with assigned accounts, identifying key decision-makers, influencers, and stakeholders.
- Lead account planning and business reviews, coordinating internal resources to align on strategic priorities and growth opportunities.
- Facilitate client-facing and internal sales meetings, ensuring effective collaboration and stakeholder engagement.
- Partner with Industry Executives and cross-functional teams to drive adoption of new products and expand client solutions.
- Act as a trusted advisor and advocate for customers by understanding their business, identifying usage gaps, and driving retention and expansion initiatives.
Benefits
- 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.
- Tax‑advantaged HSA and FSA accounts
- company‑paid basic life and AD&D
- optional voluntary life and AD&D for you and your family
- short‑ and long‑term disability.
- legal plan
- pet insurance
- travel accident coverage.
- adoption assistance
- fertility planning coverage
- caregiver support
- Dependent Care FSA for possibility of an employer match
- complimentary Care@Work membership
- up to 12 weeks of paid parental leave with eligibility for a thoughtful, gradual return.
- 401(k) with employer match
- Employee Stock Purchase Plan (ESPP).
- financial wellness resources
- career coaching
- optional long‑term care insurance
- 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
- paid volunteer time off
- corporate volunteer events
- 24/7 support including professional therapy, coaching, and emotional well‑being programs
- guided meditation and resources that support physical, mental, social, and financial wellness.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
