Digital Strategy Executive

Candescent; Missouri; On-site; USD 120,000 - 180,000; Full time

Job summary

Candescent is seeking a Digital Strategy Executive to manage a portfolio of ~15 digital banking clients across the Western U.S. You will drive revenue growth through strategic partnerships, client retention, and multi-product adoption.

This role blends consultative account management with business development in a fast-evolving fintech environment. Successful candidates will have a track record in SaaS/PaaS sales, senior stakeholder engagement, and the ability to work across cross-functional

Qualifications

• Bachelor's degree required.
• 5+ years in financial services or technology software with revenue results.
• Strong communication and executive relationship-building skills (C-level).
• Experience in banking or credit union space as practitioner or vendor partner.
• Proven consultative, solutions-based selling and strategic account management.
• Ability to manage multiple client initiatives in complex organizations.
• Proficiency with Microsoft Word/Excel/PowerPoint/Outlook and CRM tools.
• Ability to work independently from a remote environment.
• Experience selling or managing SaaS/PaaS solutions.

Responsibilities

• Own a defined book of business; achieve revenue retention and growth goals.
• Engage with executive stakeholders to align digital strategy with outcomes.
• Conduct quarterly business reviews (onsite when needed) to analyze results and opportunities.
• Educate clients on business impact of digital banking products and services.
• Prepare and deliver proposals, presentations, and recommendations to drive revenue and adoption.
• Negotiate renewals, products, and services while maintaining satisfaction and continuity.
• Collaborate with sales, marketing, product, and implementation teams for smooth delivery.
• Represent Candescent at trade shows, conferences, and client events.

Skills

Executive relationship-building

SaaS sales

Account management

Strategic selling

CRM experience

Education

Bachelor's degree

Tools

CRM tools

Microsoft Office

Job description

Candescent is a forward-thinking technology company transforming how financial institutions deliver Intelligent Banking experiences. We unite digital banking, account opening, and branch solutions that power and connect digital banking, account opening, and branch solutions—creating seamless engagement across digital, remote, and in-person channels.

Our Experience-Led, Intelligence-Driven approach combines human-centered design with data, automation, and cloud-based innovation. Built on an API-first architecture, our extensible ecosystem enables institutions to adapt quickly, integrate easily, and unlock new opportunities for growth—turning every customer interaction into a moment of clarity, confidence, and connection.

The Digital Strategy Executive is responsible for establishing and maintaining relationships with executive-level decision makers across Candescent's existing client base—building strategic partnerships that drive client retention, renewal, and revenue growth through additional products and services.

You'll manage a portfolio of approximately 15 Candescent digital banking clients within the Western U.S., with an assigned revenue quota tied to both retention and expansion. This role blends consultative account management with business development, ensuring each client maximizes the value of their partnership with Candescent.

Key Responsibilities

• Own a defined book of business, achieving revenue retention and growth goals through account planning, product expansion, and strategic collaboration with clients.
• Engage in a consultative manner with executive stakeholders to align digital strategy with business outcomes.
• Conduct quarterly business reviews (onsite when needed) to analyze results, identify opportunities, and strengthen multi-product adoption.
• Educate clients on the business impact of Candescent's digital banking products and services.
• Prepare and deliver proposals, presentations, and recommendations that drive revenue and adoption.
• Negotiate renewals, products, and services while maintaining high client satisfaction and contractual continuity.
• Collaborate with internal Candescent teams (sales, marketing, product, and implementation) to ensure smooth delivery and client success.
• Stay informed of industry trends and represent Candescent at trade shows, conferences, and client events.

Basic Qualifications

• Bachelor's degree or equivalent experience.
• 5+ years in the financial services or technology software industry in a sales and/or account management role with proven revenue results.
• Strong communication and executive relationship-building skills up to the C-level.
• Experience within the banking or credit union space—either as a practitioner or vendor partner.
• Proficiency in consultative, solutions-based selling and strategic account management.
• Ability to manage multiple client initiatives and navigate complex organizations.
• Skilled in Microsoft applications (Word, Excel, PowerPoint, Outlook) and CRM tools.
• Demonstrated ability to work independently from a remote environment.
• Experience selling or managing SaaS/PaaS software solutions.