Client Executive - Financial Services (Large Financial Institutions)
About The Position
The Client Executive is a strategic, client-facing leader responsible for driving growth and deepening relationships with a key financial services client through data-driven solutions in credit, fraud, and marketing analytics. Partnering closely with senior executives, you’ll lead complex initiatives, negotiate high-value agreements, and deliver integrated solutions within a highly matrixed environment. This role will report directly to the Director of Sales - Diamonds. This is a hybrid position and involves regular performance of job responsibilities virtually as well as in-person at an assigned TU office location for a minimum of two days a week.
Requirements
- 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.
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%.
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
Senior
