Account Executive – West Region

Overview

• Play a critical role in expanding and retaining business within a portfolio of existing Bank, Credit Union, and Financial Institution clients.
• Drive renewals with added value and uncover/close new revenue through strategic cross-selling and up-selling of Finastra’s Lending and Mortgage Solutions, including LaserPro and Mortgagebot.
• Build strong executive relationships and deeply understand each client’s business goals and operational landscape.
• Act as a trusted advisor—aligning our technology solutions to deliver measurable impact.
• Exceed client expectations, achieve revenue growth targets, and become a catalyst for innovation and transformation within your accounts.
• Cultivate and maintain strategic relationships with key stakeholders across a defined set of existing customer accounts.
• Lead the renewal process while identifying and closing opportunities to expand Finastra’s footprint through additional product offerings.
• Develop tailored account strategies that align Finastra’s solutions with each client’s business goals and industry challenges.
• Collaborate closely with internal teams including Solution Consulting, Value Engineering, and Client Services to deliver value-driven proposals.
• Serve as the escalation point for client issues, driving resolution while maintaining high customer satisfaction.
• Conduct regular business reviews and strategic planning sessions with clients to ensure continued alignment and value delivery.
• Maintain accurate and up-to-date sales pipeline data and account plans in Salesforce to support forecasting and performance tracking.
• Meet or exceed assigned sales targets, consistently delivering against revenue and growth objectives.
• Stay current on Finastra’s offerings, industry trends, and competitive landscape to effectively position our value proposition.
• Champion a customer-first mindset while driving adoption and utilization of Finastra’s broader solution portfolio.

Requirements

• Minimum 5+ years of experience in B2B sales and account management, ideally within the fintech or enterprise software space.
• Proven track record of growing existing accounts and closing cross-sell/up-sell opportunities.
• Proven record of building and managing a sales pipeline and achieving/exceeding quota.
• Strong interpersonal and communication skills with the ability to influence and engage senior-level stakeholders.
• Demonstrated experience developing account plans and managing complex sales cycles within Financial Institutions.
• Proficient in Salesforce and sales forecasting methodologies.
• Strong business acumen and consultative approach to solution selling.
• Exceptional written, verbal, presentation, and interpersonal communication skills with stakeholders.
• Ability to collaborate across functional teams and lead virtual account teams toward shared goals.
• Self-starter with a results-oriented mindset and a passion for helping clients succeed.
• Bachelor’s degree or equivalent experience.