Client Executive, Credit Unions (East Coast)

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Client Executive, Credit Unions (East Coast) in the United States.

This role is a high-impact, client-facing strategic sales position focused on managing and growing relationships with credit union clients across the East Coast. You will act as a trusted advisor, helping financial institutions leverage data, analytics, software, and technology solutions to strengthen lending, risk management, fraud prevention, and member engagement strategies. The position requires a strong ability to build executive-level relationships, navigate complex financial services environments, and identify growth opportunities within existing accounts. You will be responsible for driving revenue expansion while ensuring long-term client satisfaction and strategic alignment. Working in a collaborative, cross-functional environment, you will partner with internal teams to deliver tailored solutions and support client success. This is a remote role with significant autonomy, travel expectations, and strong exposure to senior stakeholders in the financial services industry.

Accountabilities:

Manage and grow a portfolio of named credit union accounts, building strong executive-level relationships and acting as the primary strategic point of contact.
Identify, develop, and close new revenue opportunities by positioning data, analytics, software, and risk management solutions tailored to client needs.
Develop account strategies, sales forecasts, and pipeline plans to support revenue growth and long-term partnership expansion.
Lead client presentations, proposals, and contract negotiations, ensuring alignment between client objectives and solution offerings.
Collaborate with internal teams across sales, product, and delivery functions to coordinate solutions, resolve issues, and ensure successful execution.
Advocate for client needs by translating market insights and customer priorities into actionable feedback for internal teams.

Requirements:

Bachelor’s degree or equivalent practical experience in business, finance, or a related field.
5+ years of experience in financial services sales, with a strong track record of exceeding revenue targets in complex solution-selling environments.
Proven experience managing large, strategic named accounts, preferably within credit unions or banking institutions.
Strong understanding of risk management, fraud prevention, lending, and analytics solutions within financial services.
Demonstrated ability to uncover and develop new business opportunities across software, data, and analytics offerings.
Excellent communication, negotiation, and presentation skills with the ability to engage senior stakeholders.
Ability to travel up to 50% and reside in the East Coast or Atlantic region of the United States.

Benefits:

Competitive compensation package with uncapped commission potential.
Comprehensive health benefits including medical, dental, and vision coverage.
Matching 401(k) retirement savings plan.
Flexible work environment with remote, hybrid, or in-office options.
Generous time-off policy including vacation, sick leave, volunteer time off, and 12 paid holidays.
Performance-based variable pay opportunity and long-term career growth potential.
Access to a wide range of employee benefits and wellness programs.

How Jobgether works:

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Why Apply Through Jobgether?

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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Client Executive, Credit Unions (East Coast)

Requirements:

Benefits:

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