Lending Account Executive - Northeast Region

Finastra

1d•Hybrid

About The Position

Who are we? At Finastra, we are a dynamic global provider of open finance software solutions, dedicated to expanding access to financial services. Our innovative applications span Lending, Payments, Treasury and Capital Markets, and Universal Banking. Proudly serving over 8,000 customers, including 45 of the world's top 50 banks, we aim to boost financial inclusion for all. Join us and be part of a vibrant company that embraces diverse perspectives, and is committed to doing well by doing good. Applicants for this position must be located in CT, DE, MA, MD, ME, NJ, NY, PA, RI, or VT. Who are we? At Finastra, we are a dynamic global provider of open finance software solutions, dedicated to expanding access to financial services. Our innovative applications span Lending, Payments, Treasury and Capital Markets, and Universal Banking. Proudly serving over 8,000 customers, including 45 of the world's top 50 banks, we aim to boost financial inclusion for all. Join us and be part of a vibrant company that embraces diverse perspectives, and is committed to doing well by doing good. What will you contribute? This role will develop and execute account strategies to drive client retention and growth within a defined portfolio of accounts and/or territory. As the strategic point of contact in selling Finastra solutions, it will require coordinating the involvement of internal stakeholders, including senior management, to meet account performance objectives and client expectations. This client-facing role will establish trusted, professional relationships with key leaders in the assigned accounts to build a deep understanding of the client’s business, the organization, strategic initiatives, operating environment, and key 3rd party influencers engaged with the client.

Requirements

10+ years experience of sales & account management experience
Strong analytical and issue resolution skills.
Experience managing multiple accounts.
Ability to build credible and influential client relationships.
Demonstrates product and industry knowledge, including market trends and competitive intelligence.
Ability to conceptualize and build value propositions that deliver a compelling message to clients.
Ability to build and manage a sales pipeline and achieve/exceed quota.
Strong written, verbal, and presentation skills with proven ability to effectively engage with and present to senior-level executives.
Ability to collaborate with internal stakeholders in the pursuit of sales and account engagement objectives.
Client-focused, self-directed, and motivated.
Ability to navigate within Financial Institutions, understand current and future business requirements, and translate them into an understanding of customer needs and sales opportunities.

Responsibilities

Establish and maintain a deep understanding of the client operating environment, their business objectives, strategic initiatives, key stakeholders, and influencers in the relevant business domains.
Identify new sales opportunities and build a pipeline for Finastra products and services, engaging and supporting internal stakeholders such as Solution Consultants and/or Sales Executives to advance the sales pursuit to close.
Act as a point of escalation for client resolution on issues. Ensure client challenges are resolved in a timely and professional manner and comply with agreed-upon Service Level Agreements.
Establish regular business update meetings with appropriate client personnel to provide visibility to Finastra products and solutions and align with client initiatives.
Ensure and maintain sales forecasting data in the sales reporting system to allow for opportunity management and reporting.
Close business to meet forecast commitments and sales quotas.
Maintain well-documented knowledge about clients’ businesses via Account Plans and in the sales tracking system.
Provide monthly sales status updates.
Stay abreast of current industry trends, competitors, and current/new company products and services.
Focus on cross-selling and upselling Finastra’s products and services to a defined list of clients to expand Finastra’s business.
Develop and implement strategies to identify and pursue opportunities for growth within existing accounts.

Benefits

Flexibility: Enjoy unlimited vacation, based on your location and business priorities. Hybrid working arrangements, and inclusive policies such as paid time off for voting, bereavement, and sick leave.
Well-being: Access confidential one-on-one therapy through our Employee Assistance Program, unlimited personalized coaching via our coaching app, and access to our Gather Groups for emotional and mental support. Medical, life & disability insurance, retirement plan, lifestyle and other benefits
ESG: Benefit from paid time off for volunteering and donation matching.
DEI: Participate in multiple DE&I groups for open involvement (e.g., Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, Women@Finastra).
Career Development: Access online learning and accredited courses through our Skills & Career Navigator tool.
Recognition: Be part of our global recognition program, Finastra Celebrates, and contribute to regular employee surveys to help shape Finastra and foster a culture where everyone is engaged and empowered to perform at their best.

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume