Finastra is a dynamic global provider of open finance software solutions, dedicated to expanding access to financial services. As a Senior Sales & Account Management Executive, you will be responsible for expanding and retaining business within a portfolio of existing clients, driving renewals, and uncovering new revenue through strategic cross-selling and up-selling of Finastra’s Lending and Mortgage Solutions.
Responsibilities:
- 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
- Travel required up to 35%
Requirements:
- Minimum 7+ 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