Senior Account Executive

Finastra; Atlanta (GA); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Unlimited vacation

Medical, life & disability insurance

Paid time off for volunteering

Career Development opportunities

Global recognition program

Job summary

A leading financial software company is seeking a professional for a client-facing role focused on developing account strategies for retention and growth. Responsibilities include building relationships with clients, identifying new opportunities, and collaborating with internal stakeholders. The ideal candidate will have consultative sales experience and a bachelor's degree. Benefits include unlimited vacation, health insurance, and career development opportunities. Applicants need to be located in the assigned area, excluding New York City and California.

Qualifications

• Proven experience in consultative sales and account management.
• Management of multiple accounts and building client credibility.
• Strong knowledge of market trends and competitive landscape.

Responsibilities

• Develop and execute strategies for account growth and client retention.
• Build relationships with clients and provide regular updates.
• Identify new sales opportunities and support internal stakeholders.

Skills

Client relationship building

Sales pipeline management

Analytical skills

Industry knowledge

Verbal and written communication

Collaboration

Education

Bachelor’s degree or equivalent experience

Tools

CRM technology

Job description

This role will develop and execute account strategies to drive client retention and growth within US Payments accounts and/or territory. As the strategic point of contact in selling Finastra solutions, it will require coordinating the involvement of internal stakeholders, including senior management, to meet account performance objectives and client expectations. The client‑facing role will establish trusted, professional relationships with key leaders in the assigned accounts to build a deep understanding of the client’s business, organization, strategic initiatives, operating environment, and key third‑party influencers engaged with the client.

Responsibilities & Deliverables

• Establish a joint strategy and plan for the named accounts to drive the continued investment and expansion of existing Finastra products and the identification of new opportunities for growth across Finastra products and solutions.
• Build strong and positive relationships with clients at various levels, including executives across business and IT domains, maintaining regular touch points.
• Lead and collaborate with the extended Finastra team for account planning, new project opportunities, and to ensure business objectives and customer expectations are met.
• Establish and maintain a deep understanding of the client operating environment, their business objectives, strategic initiatives, key stakeholders, and influencers in the relevant business domains.
• Identify new sales opportunities, build a pipeline for Finastra products and services, and engage and support internal stakeholders such as Solution Consultants and/or Sales Executives to advance the sales pursuit to close.
• Act as a point of escalation for client resolution on issues, ensuring client challenges are resolved in a timely and professional manner and comply with agreed Service Level Agreements.
• Establish regular business update meetings with appropriate client personnel to provide visibility to Finastra products and solutions and align to client initiatives.
• Ensure and maintain sales forecasting data in the sales reporting system to allow for opportunity management and reporting. Close business to meet forecast commitments and sales quotas.
• Maintain well documented knowledge about clients’ businesses via Account Plans and in the sales tracking system.
• Provide monthly sales status updates.
• Stay abreast of current industry trends, competitors, and current/new company products and services.
• Other duties as assigned.

Experience

• Progressive experience in consultative sales and account management capacity.
• Previous experience with CRM technology for pipeline management, business intelligence, and integrated account management.

Required Skills And Experience

• Experience managing multiple accounts.
• Ability to build credible and influential client relationships.
• Demonstrates product and industry knowledge including market trends and competitive intelligence.
• Ability to conceptualize and build value propositions that deliver a compelling message to clients.
• Ability to build and manage a sales pipeline and achieve/exceed quota.
• Strong written, verbal and presentation skills with proven ability to effectively engage with and present to senior level executives.
• Ability to collaborate with internal stakeholders in the pursuit of sales and account engagement objectives.
• Client‑focused, self‑directed, and motivated.
• Ability to navigate within Financial Institutions, understand current and future business requirements, and translate into understanding of customer needs and sales opportunities.
• Strong analytical and issue resolution skills.

Education

• Bachelor’s degree or equivalent experience.

Physical Demands

• Ability to receive, express, or exchange detailed information through oral and written communication.
• Ability to see and operate a computer.
• Ability to stand, walk, reach, stoop, bend, and lift and carry up to 25 lbs. of weight (laptop, projector, suitcase, etc.).

Work Environment

• Work is performed in a general office environment.
• Extensive travel may be required.

Benefits

• Flexibility: Unlimited vacation, based on location and business priorities; hybrid working arrangements; inclusive policies such as paid time off for voting, bereavement, and sick leave.
• Well‑being: Access confidential one‑on‑one therapy through our Employee Assistance Program; support from Wellbeing Champions and Gather Groups; a calendar of monthly events and initiatives designed to help you thrive.
• Medical, life & disability insurance, retirement plan, lifestyle and other benefits.
• Sustainability: Paid time off for volunteering and donation matching.
• DEI: Participation in multiple DE&I groups for open involvement (e.g., Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, Women@Finastra).
• Career Development: Access online learning and accredited courses through our Skills & Career Navigator tool.
• Recognition: Be part of our global recognition program, Finastra Celebrates, and contribute to employee surveys to shape the company culture.
• Specific benefits may vary by location.

Applicants for this position need to be located in the posted location or their immediate surrounding areas. Due to the requirements of this position, this job posting is not available for, and Finastra will not be considering any applicants who currently reside in New York City or California.