Client Partner - Banking AI Software

National Register USA; Town of Texas (WI); Remote; USD 80,000 - 120,000; Full time

Job summary

An established industry player is seeking a dynamic Director of Operations, Training & Research to lead their expansion in marketing solutions. This role offers the chance to work with cutting-edge AI technology and proprietary customer data that enhances marketing precision for major financial institutions. You will manage existing relationships and drive new engagements with C-level executives, supported by a dedicated team. This position is ideal for those looking for a long-term career with a company known for its commitment to employee growth and success.

Benefits

Medical Insurance

Vision Insurance

401(k) Plan

Qualifications

• Extensive experience selling consulting and software solutions to large financial institutions.
• Experience engaging with CIOs and CMOs is a plus.

Responsibilities

• Manage an existing portfolio of banks and credit unions.
• Sell a suite of complex AI software and marketing solutions.
• Engage with C-level executives to drive new marketing advisory engagements.

Skills

Sales Consulting

Advisory Services

Analytics

Software/SaaS Solutions

C Suite Engagement

Job description

Direct message the job poster from National Register USA

Director Operations, Training & Research

COMPENSATION: Salary, commissions, bonuses, and full benefits

TO QUALIFY: You must have extensive experience selling consulting, advisory, analytics, or software/SaaS solutions to the C Suite of large financial institutions. Experience engaging with CIOs and CMOs is a plus.

Our client has a legacy with nearly every bank and credit union in the United States, dating back over 100 years. They are now expanding a marketing solutions suite centered on an AI platform and proprietary customer data that surpasses even the three major credit bureaus. This data predicts customer behaviors, enabling banks to optimize their marketing efforts with unprecedented precision. This is unique, comprehensive data that no other provider offers.

• These are remote roles, and candidates can be based anywhere in the US.
• We seek a Client Partner to manage an existing portfolio of banks and credit unions, selling them a suite of complex AI software, data mining, and marketing solutions.
• You will have support from client relationship managers and SMEs, allowing you to focus on engaging with C-level executives.
• Target clients are large banks and credit unions, including Super Regionals and larger institutions.
• Your role involves taking over existing C-level relationships and driving new marketing advisory and software engagements.
• Call points include the CEO, CIO, and CMO within Tier 1 banking institutions.
• We are looking for a Client Manager to continue managing existing relationships and expanding sales of AI, data mining, and marketing solutions.

This company is often considered a final career stop for many employees, who tend to stay until retirement.

We are a North American Sales, Marketing, Operations, and Executive Search firm. Visit us at: www.nr-usa.com

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Industries: Software Development, IT Services and IT Consulting, Financial Services

Referrals can double your chances of interviewing at National Register USA.

Inferred benefits from this job description

Medical insurance

Vision insurance

401(k)

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