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Candescent is a fintech company providing intelligent banking solutions to financial institutions. The Digital Strategy Executive role is a senior account management position focused on driving revenue growth and client retention within an existing portfolio of approximately 15 digital banking clients in the Western U.S.
You will own a defined book of business with assigned revenue quotas tied to both retention and expansion. This is a hybrid role blending consultative account management with business development. Key responsibilities include:
- Managing a portfolio of ~15 Candescent digital banking clients, achieving revenue retention and growth goals through account planning and product expansion
- Engaging consultatively with C-level and executive stakeholders to align their digital strategy with business outcomes
- Conducting quarterly business reviews (onsite when needed) to analyze results, identify expansion opportunities, and drive multi-product adoption
- Educating clients on the business impact of Candescent's digital banking, account opening, and branch solutions
- Preparing and delivering proposals, presentations, and strategic recommendations
- Negotiating renewals and service expansions while maintaining high satisfaction and contractual continuity
- Collaborating with internal teams (sales, marketing, product, implementation) to ensure smooth delivery and client success
- Staying informed of industry trends and representing Candescent at industry events and conferences
Required qualifications: Bachelor's degree or equivalent; 5+ years in financial services or technology software in sales/account management with proven revenue results; strong executive relationship-building skills; banking or credit union experience (practitioner or vendor); consultative and solutions-based selling expertise; ability to manage multiple initiatives in complex organizations; proficiency in Microsoft Office and CRM tools; demonstrated ability to work independently in a remote environment; experience with SaaS/PaaS software solutions.
