Position Details

Salary $132K – $150K USD / year

Type Full-Time

Experience senior

Exp. Years 8+ years

Education Bachelor's degree or equivalent work experience

Category Sales & Business Development

About this role

Client Sales Executive at Alkami Technology drives renewals and upsell opportunities within East region banks and credit unions, focusing on SaaS digital banking solutions and customer growth.

Key Responsibilities

Collaborate with existing bank and credit union customers to understand digital strategies
Identify upsell opportunities
Conduct regular business reviews
Drive renewals and portfolio growth
Maintain sales forecast and CRM data

Technical Overview

Role emphasizes SaaS sales in fintech, with CRM usage (Salesforce), forecasting and cross-functional collaboration to expand existing customer relationships.

Ideal Candidate

The ideal candidate is a senior client sales executive with 8+ years in banking/fintech sales, strong relationship-building skills, and a track record of renewals and upsell in a SaaS/digital banking environment.

Must-Have Skills

Bachelor’s degree or equivalent work experience8+ years proven sales experiencedirectly supporting a quotaExcellent communication and presentation skillsExceptional relationship building and networking skillsWillingness to travel 25-50%

Nice-to-Have Skills

Proven track record in sales within the banking/financial services industryIn-depth knowledge of digital banking products and industry trendsStrong business acumen and understanding of banks/credit unions' needs

Tools & Platforms

SalesforceGoogle Suite

Required Skills

SaaSDigital bankingSalesforceGoogle SuiteForecastingCRMPresentationCommunication

Hard Skills

SaaSDigital bankingSalesforceGoogle SuiteForecastingCRMPresentationCommunication

Soft Skills

CommunicationRelationship buildingPresentationTeam collaborationSelf motivation

Industry & Role

Industry Fintech

Job Function Drive revenue growth by expanding and renewing existing SaaS banking customers

Role Subtype Client Sales Executive

Tech Domains Salesforce

Keywords for Your Resume

client sales executivealkami technologyremotesaasdigital bankingbanking industrysalesupsellrenewalsterritory managementcustomer relationshipssales forecastingpresentation skillscommunicationcrmsalesforcegoogle suitequotaSalesforce CRMSaaSDigital bankingCustomer relationshipsRenewalsUpsellTerritory managementForecastingPresentationsGoogle Suite

Deal Breakers

Lack of 8+ years sales experience, Inability to travel up to 50%, Lack of fintech or banking industry knowledge

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