Account Manager / Business Development - Financial Services

Pivotal Consulting; Seattle (WA); À distance; USD 100 000 - 120 000; Plein temps

Avantages offerts par ce poste

Medical insurance

Dental insurance

Vision insurance

401k

Résumé du poste

Pivotal Consulting, based in Seattle, WA, seeks an Account Manager / Business Development professional to expand its consulting services within banking institutions. This role blends new business development, relationship management, and consultative selling to identify client needs and craft engagements.

The ideal candidate has at least five years in sales within business consulting and five years selling to banks/credit unions, with a proven track record of winning new business and growing

Qualifications

• At least five years of sales experience in a business consulting environment.
• Five years selling consulting or professional services to banks and credit unions.
• Proven track record winning new business and expanding client accounts.
• Experience translating business challenges into consulting opportunities.

Responsabilités

• Develop and execute a business development strategy targeting banks and credit unions.
• Identify, qualify, and pursue new consulting opportunities.
• Build relationships with executives, technology stakeholders, and procurement teams.
• Lead discovery conversations to understand client priorities and needs.
• Develop proposals, statements of work, and pricing with delivery teams.
• Manage the sales cycle from prospecting to contract execution.
• Grow existing accounts with additional consulting engagements.
• Maintain pipeline records, forecasts, and updates.
• Coordinate handoff from sales to delivery to align scope and expectations.
• Stay informed about banking priorities that may create demand for consulting services.
• Represent Pivotal Consulting at client meetings and industry events.

Connaissances

Sales experience

Business development

Relationship building

Negotiation skills

CRM usage

Outils

CRM software

Description du poste

Account Manager / Business Development - Financial Services

• Seattle, WA

Account Manager / Business Development – Financial Services

Seattle, WA (Remote)

Applicants must live in Washington state and be currently authorized to work in the United States on a full-time basis. The employer will not sponsor applicants for work visas. The employer may not have resources available to support STEM OPT training requirements. No C2C - Pivotal does not accept unsolicited applications or resumes from third-party recruiters/agencies.

Why clients choose Pivotal Consulting:

We are a technology management consulting firm helping Fortune 500 companies improve their performance – we specialize in making People, Process, and Technology work together! Our clients count on us to deliver excellence and seek our guidance on business and technology strategy, technology modernization, and cloud transformation initiatives. Simply put; by listening to our clients closely and focusing on delivering quality, we bring them peace of mind.

After guiding and helping numerous clients from global enterprises to mid-market firms to non-profit organizations, we are now experiencing breakthrough growth!

What we are looking for:

Pivotal Consulting is seeking an Account Manager / Business Development professional to grow its consulting and professional services business with banks and credit unions. This role combines new business development, relationship management, and consultative selling to identify client needs and develop consulting engagements.

The ideal candidate brings both hands-on business consulting experience and a proven record of selling professional services to financial institutions. Candidates must have both at least five years of business consulting experience and at least five years of experience selling professional services specifically to banks and credit unions.

What you will do:

• Develop and execute a business development strategy targeting banks and credit unions.
• Identify, qualify, and pursue new consulting and professional services opportunities.
• Build relationships with executives, business leaders, technology stakeholders, and procurement teams.
• Lead discovery conversations to understand clients’ business priorities, operational challenges, and consulting needs.
• Partner with consulting and delivery leaders to develop tailored solutions, proposals, statements of work, and pricing.
• Manage the sales cycle from prospecting and qualification through presentations, negotiation, and contract execution.
• Grow existing accounts by identifying opportunities for additional consulting engagements.
• Establish account plans and maintain accurate pipeline records, sales forecasts, and opportunity updates.
• Coordinate the transition from sales to delivery, ensuring alignment on engagement scope, objectives, and client expectations.
• Stay informed about banking and credit union priorities that may create demand for consulting services.
• Represent Pivotal Consulting at client meetings, industry events, and networking opportunities.

What makes you a good fit:

• At least five years of sales experience in a business consulting environment, including direct involvement in client advisory work, consulting delivery, or business transformation engagements.
• At least five years of experience selling consulting or other professional services specifically to banks and credit unions.
• Demonstrated success winning new business and expanding client accounts.
• Experience translating business challenges into well-defined consulting opportunities.
• Ability to build credibility with senior decision-makers and navigate complex, multistakeholder sales processes.
• Experience developing proposals, negotiating commercial terms, and supporting statements of work.
• Strong presentation, communication, relationship-building, and negotiation skills.
• Ability to collaborate with consulting practitioners and delivery teams while independently managing sales priorities.
• Experience using a CRM to manage accounts, opportunities, pipeline activity, and forecasts.

Preferred qualifications:

• An established network of banking and credit union contacts, particularly in Seattle and the Pacific Northwest.
• Experience selling engagements involving business transformation, operational improvement, technology strategy, program delivery, or organizational change.
• Familiarity with financial institution vendor selection, procurement, and contracting processes.
• Experience developing account strategies and pursuing complex consulting engagements.
• A track record of maintaining long-term client relationships and generating repeat business.

Success Metrics:

• Build a qualified pipeline of banking and credit union opportunities.
• Win new consulting engagements and expand existing client relationships.
• Meet agreed-upon revenue, business development, and account growth goals.
• Develop proposals that align client needs with delivery capabilities.
• Maintain clear forecasts and effective coordination between sales and consulting teams.

Why our employees love working at Pivotal:

We believe our strength comes from our differences, and as a Certified Minority-Owned Business (MBE) and a majority women-led firm, we are committed to fostering and promoting a culture of diversity and inclusion. We believe our team and our community are our greatest assets and we strive to promote both daily.

From providing our employees with the time to pursue company-sponsored certifications, to supporting and partnering with multiple non-profit organizations brought forth by our employees (such as Food Lifeline, United Way, and the Seattle Humane Society), we are proud to support both our fellow Pivotalites and the causes close to their hearts.

As we grow, we are anchored and driven byour Four Core Values:

• Be Engaged – We are present, committed, and accountable to our clients and to each other.
• Consistently Deliver – We are dedicated and reliable by consistently delivering excellence.
• Always Better – We continuously evolve, inspired to drive beyond the everyday norm.
• Do Happy – Be passionate and bring fun and creativity into everything you do.

Compensation, Diversity and Benefit Information:

The pay range for this position in Washington is $100,000-$120,000/yr. plus commission W2 plus benefits; however, base pay offered may vary depending on job-related knowledge, skills, candidate location, and experience.

Pivotal Consulting is committed to creating and supporting a diverse and inclusive team and serving all communities. All qualified applicants will be considered for employment regardless of race, gender, gender identity or expression, sexual orientation, religion, national origin, disability, age, or veteran status.

Pivotal Consulting offers a comprehensive benefit package, including medical, dental and vision insurance, and 401k.