Source Job

US 3w PTO

  • Generate revenue growth and manage your client relationships in a named account environment.
  • Act as a strategic partner and primary contact, helping clients utilize data, analytics, software, and technology solutions.
  • Uncover new opportunities by developing relationships with new partners across the financial services industry.

Sales Financial Services Account Management Business Development Analytics

20 jobs similar to Client Executive – Preferred Regional Markets (West)

Jobs ranked by similarity.

US 3w PTO

  • Generating revenue growth and managing Credit Union client relationships.
  • Developing alliances with senior client management and offering recommendations.
  • Identifying new ways to grow our business and expand current partnerships.

Experian is a global data and technology company, powering opportunities for people and businesses around the world. We have an amazing team of 25,200 people in 32 countries and invest in new advanced technologies to unlock the power of data.

US 3w PTO

  • Maintain and expand business relationships, create up-sell and cross-sell opportunities, and build revenue with assigned clients using data, analytics, and solutions across Experian.
  • Maintain close strategic partnerships across the client organization, understanding client KPI's and success metrics and business operations, market challenges and short-term initiatives.
  • Identify new product and revenue opportunities for Experian by expanding existing and creating new client relationships in new departments within a client's organization.

Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), we have a team of 22,500 people across 32 countries, investing in people and new advanced technologies to unlock the power of data.

US 3w PTO

  • Maintain client satisfaction and expand employer services within assigned account territory supporting Government and Insurance industry clients.
  • Drive sales and provide superior customer experience while creatively solving problems in a fast-paced environment.
  • Build and sustain trusted advisor relationships with client executives to best position Experian Employer Services value.

Experian is a global data and technology company, powering opportunities for people and businesses around the world. With an amazing team of 25,200 people in 32 countries, our people-first culture is award-winning.

US 3w PTO

  • Grow existing clients, developing new business, and expanding Alternative Data solutions and direct partnerships across multiple U.S. markets.
  • Manage account growth, retention, and cross‑sell opportunities, with an emphasis on Alternative Data solutions.
  • Prospect, develop, and deepen relationships with our clients and partners.

Experian is a global data and technology company, powering opportunities for people and businesses around the world. Experian invests in people and new advanced technologies to unlock the power of data and has an amazing team of 25,200 people in 32 countries.

$78,100–$123,000/yr

  • Leading and coordinating resources for client-facing business reviews and internal account planning sessions.
  • Partner with Industry Executives to identify and drive adoption of new product opportunities.
  • Review usage gaps and expansion opportunities in support of customer retention and expansion initiatives.

TransUnion is a global information and insights company with over 12,000 associates operating in more than 30 countries. They strive to build an environment where their associates are in the driver’s seat of their professional development— while having access to help along the way.

$60,000–$90,000/yr
Global

  • Guiding families through tailored benefit options
  • Running virtual consultations with confidence
  • Building long-term trust-based relationships

We built this role for individuals to launch a career that grows as fast as they do. We provide the leads, the training, the mentorship, and the system.

Global

  • Speak with clients who have requested information.
  • Help families understand available benefit options.
  • Guide clients through a simple enrollment process.

Global Elite Empire Consultants is a third-party recruiter. They provide remote opportunities where individuals work directly with clients requesting help with financial protection options.

US 4w PTO

  • Build and maintain positive client relationships to drive business growth, while leading a team of Relationship Managers.
  • Manage revenue performance across accounts, including forecasting, renewals, and growth opportunities to achieve high renewal rates and customer satisfaction.
  • Lead, coach, and develop Relationship Managers through performance management, mentoring, and capability building.

Experian is a global data and technology company, powering opportunities for people and businesses around the world. It is a FTSE 100 company with approximately 22,500 employees across 32 countries, known for its award-winning, people-first culture focused on diversity, work/life balance, and innovation.

Global

  • Build trust and strong business relationships with key decision makers.
  • Generate strategic account plans to execute upsell/cross sell opportunities.
  • Work with internal resources to develop and execute expansion plans.

Absorb Software provides online training solutions to leading organizations around the world. They are a remote-first company with a culture of curiosity and continuous growth.

$12,000–$125,000/yr
US

  • Educate and Develop Financial Need Analysis (FNA) for Clients
  • Place families, individuals, and business owners in a financial position of advantage.
  • Protect Assets/Funds, Build and Leave a Legacy, Index Strategies, and Estate Planning.

They are seeking motivated individuals to join their team as remote agents. They offer a comprehensive training program to help you succeed.

$125,000–$140,000/yr
US Unlimited PTO

  • Proactively reach out to prospective partners to discover companies that we can serve.
  • Own the sales process by leading meetings, building relationships, marshalling SentiLink resources to deliver solutions, preparing analytical business cases, and closing commercial agreements.
  • Navigate complex organizations to align with decision makers and build champions within prospects and partners.

SentiLink provides innovative identity and risk solutions, empowering institutions and individuals to transaction with confidence. We’re building the future of identity verification in the United States replacing a clunky, ineffective, and expensive status quo with solutions that are 10x faster, smarter, and more accurate.

$90,000–$150,000/yr
US 3w PTO

  • Drive net-new logo acquisition and lead strategic expansion and long-term revenue growth within existing client relationships.
  • Focus on opening new buying relationships, building pipeline, and closing complex healthcare SaaS deals.
  • Lead the end-to-end new business motion, including territory planning, prospecting, discovery, executive agreement, demonstrations, contract negotiation, and close

Experian is a global data and technology company, powering opportunities for people and businesses around the world. With 23,300 people across 32 countries, they invest in people and new advanced technologies to unlock the power of data and to innovate.

$95,000–$105,000/yr
US

  • Champion customer success by communicating the platform's value to help customers achieve measurable results and ROI.
  • Build long-term strategic partnerships as a trusted advisor, providing tailored workflows, best practices, and guidance to meet customer goals.
  • Drive customer retention, growth, and satisfaction by leading contract renewals, identifying upsell opportunities, and proactively monitoring engagement.

Total Expert is a customer engagement platform built for financial enterprises, unifying data, marketing, sales, and compliance to deliver personalized customer journeys. It is a growing SaaS company trusted by over 200 financial institutions, with a culture that values resilience, resourcefulness, and a fast-paced startup environment.

$85,000–$110,000/yr
US

  • Identify prospective partners and build meaningful relationships.
  • Lead execution and strategy for Sales efforts.
  • Educate and consult with clients to develop transit plans.

Via builds technology that changes the way the world moves to create modern and efficient public transportation systems. Founded in 2012, Via's teams bring cutting-edge AI-powered software and innovative technology-enabled operations to its partners across the globe.

$65,000–$75,000/yr
US

  • Own the retention, renewal, and growth of an assigned portfolio of clients.
  • Build trusted advisor relationships with executive sponsors, decision-makers, and operational stakeholders.
  • Proactively identify and mitigate churn risk through strategic client engagement and remediation planning.

Softdocs is a leading remote enterprise Software as a Service (SaaS) company specializing in serving Higher Education and K12 institutions, as well as State and Local Government. With a remarkable 25-year history, Softdocs is committed to promoting educational and governmental equity by eliminating inefficiencies.

Canada

  • Build strategic partnerships with senior client stakeholders.
  • Drive significant sales growth and ensure leave period continuity.
  • Innovate sales strategies and collaborate cross-functionally.

XAI aims to develop AI systems that deeply understand the universe and help humanity gain knowledge. The team is small, motivated, and focused on strong engineering, operating with a flat structure that values hands-on contributions and excellent communication.

US

  • Build and grow your own client relationships.
  • Conduct financial needs analyses and deliver personalized solutions.
  • Continuously develop your skills through training and mentorship.

Traction Forge Financial, powered by Global Financial Impact (GFI), is expanding. They are looking for driven and competitive individuals ready to build a career, offering training, mentorship, and licensing support.

US 11w maternity

  • Fulfill the role of trusted advisor on Dun & Bradstreet solutions through the development of strong, positive relationships with an established portfolio of clients.
  • Maintain revenue stream through successful renewal of existing business and expand revenue stream through needs up-selling and cross-selling.
  • Develop and maintain an active pipeline of forecasted sales to meet annual quota objectives.

Dun & Bradstreet is a global leader in business decisioning data and analytics, helping companies worldwide grow, manage risk, and innovate. We're a diverse, global team that values creativity, collaboration, and bold ideas.

$200,000–$250,000/yr
US Unlimited PTO

  • Build pipeline through cold outreach and follow-up on warm leads generated by marketing
  • Own the full sales process end-to-end: first meeting, demo, trial, negotiate, and close
  • Represent SentiLink’s new product offerings at industry events, tradeshows, and conferences

SentiLink provides innovative identity and risk solutions, empowering institutions and individuals to transaction with confidence. They're building the future of identity verification in the United States replacing a clunky, ineffective, and expensive status quo with solutions that are 10x faster, smarter, and more accurate.

US Unlimited PTO

  • Cultivate new and existing leads in your designated region by cold calling businesses in-person and on the phone.
  • Maintain and nurture an active pipeline of potential merchant partners and qualify inbound leads and prospects via phone and email.
  • Manage the full sales cycle from finding new leads, negotiating terms. drafting proposals, sending contracts and securing a sale.

Favor is a delivery service company that focuses on supporting local businesses. They foster an inclusive and flexible environment to support their workforce and are committed to growing a diverse team with different backgrounds, experiences, abilities, and perspectives.