Senior Client Executive

defi Solutions-posted 4 months ago

Full-time • Senior

WI, WI

501-1,000 employees

Computer and Electronic Product Manufacturing

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The Senior Client Executive assumes the leadership role in managing defi SOLUTIONS business relationships with a portfolio of large, multi-million dollar clients from a strategic and consultative perspective. Serving as the primary contact for the client's executive and/or senior level managers, the Senior Client Executive is responsible for managing and growing the overall relationship with key senior-level decision makers and influencers at assigned clients to create customer loyalty and increase revenues. The Senior Client Executive will leverage our solutions to maximize client's growth and profitability, utilizing various company resources to ensure client satisfaction, retention and increased profitability for defi SOLUTIONS.

Establish and maintain effective relationships with key senior executive and operational decision makers by proactively meeting on-site with clients.
Understand business problems, strategic objectives, competitive standing, and critical success factors to determine the best solutions.
Leverage defi SOLUTIONS internal resources, including business unit and corporate executives, to establish and maintain an effective relationship with the client.
Utilize consultative approach to demonstrate our desire to maximize client's growth & profitability.
Develop and document an Account Plan at least annually that includes the integration of other defi SOLUTIONS business units, establish a course of action to accomplish specific goals, and coordinate Account Plan with other business units.
Promote client attendance at defi SOLUTIONS sponsored events.
Develop a plan to secure timely Service Agreement Renewals as a key component of the client's Account Plan.
Monitor client satisfaction, facilitate improvement as needed, and regularly stay in touch with client's key stakeholders.
Leverage industry trends and defi SOLUTIONS competition knowledge to demonstrate defi SOLUTION's value proposition.
Understand and promote defi SOLUTIONS capabilities, solution sets and match those with client's needs, ensuring that defi SOLUTIONS increases wallet share with each client.
Develop formal proposals for additional products & services that address the client's needs.
Ensure a fair return on defi SOLUTIONS' services rendered by following up on any client receivables and negotiating a fair resolution on any items in question.

Bachelor's degree required. Relevant equivalent work experience may be substituted for degree requirement.
Lending technical experience.
Minimum 5 years of experience in one of the following areas: auto finance lending, software, or professional services.
Minimum 3 years of experience managing and growing relationships with large/complex financial organizations.

Additional special training in banking is highly desirable.
Knowledge of defi systems is helpful.
Fundamental knowledge of computer systems including host-based systems, especially financial data processing systems highly desirable.

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