Account Manager / Business Development - Financial Services

Pivotal Consulting is seeking an Account Manager / Business Development professional to grow its consulting and professional services business with banks and credit unions. The role combines new business development, relationship management, and consultative selling to identify client needs and develop consulting engagements.

Responsibilities:

• Develop and execute a business development strategy targeting banks and credit unions
• Identify, qualify, and pursue new consulting and professional services opportunities
• Build relationships with executives, business leaders, technology stakeholders, and procurement teams
• Lead discovery conversations to understand clients’ business priorities, operational challenges, and consulting needs
• Partner with consulting and delivery leaders to develop tailored solutions, proposals, statements of work, and pricing
• Manage the sales cycle from prospecting and qualification through presentations, negotiation, and contract execution
• Grow existing accounts by identifying opportunities for additional consulting engagements
• Establish account plans and maintain accurate pipeline records, sales forecasts, and opportunity updates
• Coordinate the transition from sales to delivery, ensuring alignment on engagement scope, objectives, and client expectations
• Stay informed about banking and credit union priorities that may create demand for consulting services
• Represent Pivotal Consulting at client meetings, industry events, and networking opportunities

Requirements:

• Applicants must live in Washington state
• currently authorized to work in the United States on a full-time basis
• at least five years of business consulting experience
• at least five years of experience selling professional services specifically to banks and credit unions
• At least five years of sales experience in a business consulting environment, including direct involvement in client advisory work, consulting delivery, or business transformation engagements
• At least five years of experience selling consulting or other professional services specifically to banks and credit unions
• Demonstrated success winning new business and expanding client accounts
• Experience translating business challenges into well-defined consulting opportunities
• Ability to build credibility with senior decision-makers and navigate complex, multistakeholder sales processes
• Experience developing proposals, negotiating commercial terms, and supporting statements of work
• Strong presentation, communication, relationship-building, and negotiation skills
• Ability to collaborate with consulting practitioners and delivery teams while independently managing sales priorities
• Experience using a CRM to manage accounts, opportunities, pipeline activity, and forecasts
• An established network of banking and credit union contacts, particularly in Seattle and the Pacific Northwest
• Experience selling engagements involving business transformation, operational improvement, technology strategy, program delivery, or organizational change
• Familiarity with financial institution vendor selection, procurement, and contracting processes
• Experience developing account strategies and pursuing complex consulting engagements
• A track record of maintaining long-term client relationships and generating repeat business