Senior Client Executive
defi SOLUTIONS · United States · 8 mo ago
RemoteRemoteBusiness DevelopmentFull-time
Essential Functions
- Establish and maintain effective relationships with key senior executive and operational decision makers by proactively meeting on-site with clients.
- Understand the politics of client’s organization in order to appropriately influence decision makers.
- 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.
- Leverage 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.
Client Retention
- Develop a plan to secure timely Service Agreement Renewals.
- 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.
Revenue Maintenance & Growth
- 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.
- Understand the client’s business problems and strategic objectives; 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.
Required Education And Experience:
- Bachelor’s degree required. Relevant equivalent work experience may be substituted for degree requirement.
- 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.
Preferred Education And Experience:
- 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.
Additional Eligibility Requirements:
- Proven ability to interface with high level senior management or executives and requires minimal supervision and direction.
- Competitive sales renewal ability.
- Proven track record in attaining/exceeding of quota based metrics.
- Strategic account planning experience required.
- Strong presentation skills.
- Excellent communication skills that include internal communication of client opportunities, issues, escalations and external communication that includes key defi messages.
- Demonstrated leadership coupled with strong business acumen.
- Requires ability to influence at multiple levels internally and externally to accomplish business goals.
Travel is required.
Proficiency in working with Microsoft tools: Word, Excel, PowerPoint and Outlook.
Travel Required: Up to 50% travel.
Affirmative Action/EEO Statement: defi SOLUTIONS is an Equal Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.