Senior Client Executive

defi SOLUTIONS; Westlake (TX); On-site; USD 100,000 - 150,000; Full time

Job summary

A financial solutions company based in Texas seeks a Senior Client Executive to lead client relationships with large organizations, ensuring satisfaction and growth. The ideal candidate should have a bachelor's degree and at least 5 years of relevant experience in finance or software. This role requires strong leadership, strategic planning, and excellent communication skills, with a commitment to developing client loyalty and achieving revenue objectives. Up to 50% travel is expected.

Qualifications

• Minimum 5 years of experience in auto finance lending, software, or professional services.
• Minimum 3 years managing relationships with large financial organizations.
• Strong presentation and excellent communication skills.

Responsibilities

• Manage client relationships with senior executives.
• Develop long-term growth strategies for assigned accounts.
• Ensure high client satisfaction and renewals.

Skills

Leadership

Client relationship management

Communication skills

Strategic planning

Sales renewal ability

Consultative selling

Education

Bachelor’s degree

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Job description

Position Purpose

The Senior Client Executive assumes the leadership role in managing defi SOLUTIONS business relationships with a portfolio of large, multi‑million dollar clients from a strategic and consultative perspective. Serving as the primary contact for the client’s executive and/or senior level managers, the Senior Client Executive is responsible for managing and growing the overall relationship with key senior‑level decision makers and influencers at assigned clients to create customer loyalty and increase revenues. The Senior Client Executive will leverage our solutions to maximize client growth and profitability, utilizing various company resources to ensure client satisfaction, retention and increased profitability for defi SOLUTIONS.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

Client Relationship

• 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.
• Utilize 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

• As a key component of the client’s Account Plan, 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.

Other Duties

• Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Required Education And Experience

• Bachelor’s degree required. Relevant equivalent work experience may be substituted for degree requirement.
• Lending technical experience.
• 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 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.