Applicants for this position must be located in AZ, CA, ID, MT, ND, NE, NV, OR, SD, UT, WA, or WY.

As an Account Executive at Finastra, you will play a critical role in expanding and retaining business within a portfolio of existing Bank, Credit Union, and Financial Institution clients. Your primary focus will be to drive renewals with added value and uncover/close new revenue through strategic cross-selling and up-selling of Finastra’s Lending and Mortgage Solutions, includingLaserPro andMortgagebot. By building strong executive relationships and deeply understanding each client’s business goals and operational landscape, you will act as a trusted advisor—aligning our technology solutions to deliver measurable impact. Success in this role means exceeding client expectations, achieving revenue growth targets, and becoming a catalyst for innovation and transformation within your accounts.

• 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%.

• Minimum 5+ 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.