The Senior Client Executive is a growth-minded leader responsible for growing strategic client engagement and revenue.
Build deep client partnerships, influence cross-functional teams, and deliver accurate, insight-driven projections.
Manage renewal strategy and execution to maximize revenue retention while driving upsell and cross-sell growth.
Deliver accurate revenue forecasting through structured planning and disciplined opportunity management.
Be a strategic consultant to clients—translating complex needs into actionable recommendations.

Bachelor's Degree and/or relevant experience
10+ years financial institutions knowledge
10+ years of experience in enterprise account management, client leadership, or strategic partnerships within SaaS, data, or tech-driven environments
Experience managing high-value, high-complexity clients with executive-level relationship ownership
Forecast revenue supported by disciplined pipeline management and data-driven insights
Commercial experience with a record of renewal and expansion achievement
Experience influencing and collaborating with cross-functional internal stakeholders
Operate with urgency in a fast-paced, dynamic environment
Willingness to travel up to 40%

Great compensation package including uncapped commission
Core benefits including medical, dental, vision, and matching 401K
Flexible work environment, ability to work remote, hybrid or in-office
Flexible time off including volunteer time off, vacation, sick and 12-paid holidays

Senior Client Executive – Financial Institutions

Key skills