Client Account Executive

Position Details

This is a full-time, exempt position. Candidates may work remotely from anywhere in the United States, with the exception of California. Candidates based in the Eastern time zone are strongly preferred. Travel is expected at approximately 50%. The starting salary range for this position is $65,000 – $75,000 base salary, plus commission, offering strong earning potential.

Essential Duties & Responsibilities

• Own and grow a book of business through renewals, upsells, and cross-sell opportunities
• Maintain and exceed revenue targets through client growth and retention strategies
• Lead contract renewal conversations and manage negotiations in collaboration with internal teams
• Build and maintain strong relationships with key stakeholders at credit union clients
• Act as a trusted advisor, helping clients maximize the value of their Sharetec investment
• Drive product adoption and identify opportunities to improve client operational efficiency
• Develop and execute account plans and sales strategies aligned to client needs and Sharetec’s offerings
• Leverage CRM tools and data insights to manage pipeline, improve forecasting, and optimize performance
• Conduct regular client reviews and strategic planning conversations
• Partner with marketing, product, support, and implementation teams to deliver client value
• Serve as the internal voice of the client and advocate for their needs across departments
• Follow proper escalation protocols to ensure timely and effective issue resolution

Qualifications

• Required: 3+ years of experience in account management, sales, or customer success, preferably in SaaS or financial services
• Proven track record of meeting or exceeding revenue targets through client retention and expansion
• Exceptional communication and presentation skills
• Consultative sales approach with strong strategic and analytical thinking
• Experience managing a portfolio of accounts while maintaining high-quality relationships
• Proficiency with CRM systems (e.g., Salesforce) and comfort using data to guide decisions
• Ability to work cross-functionally in a fast-paced, evolving environment

Preferred

• Credit union, community banking, or financial services industry experience
• Core processing, digital banking, or financial technology experience
• Experience conducting QBRs or strategic account reviews
• Familiarity with contract renewal processes and negotiation