Account Manager / Business Development - Financial ServicesSeattle, WA (Remote)Applicants must live in Washington state and be currently authorized to work in the United States on a full-time basis. The employer will not sponsor applicants for work visas. The employer may not have resources available to support STEM OPT training requirements. No C2C - Pivotal does not accept unsolicited applications or resumes from third-party recruiters/agencies.What we are looking for: Pivotal Consulting is seeking an Account Manager / Business Development professional to grow its consulting and professional services business with banks and credit unions. This role combines new business development, relationship management, and consultative selling to identify client needs and develop consulting engagements.
The ideal candidate brings both hands-on business consulting experience and a proven record of selling professional services to financial institutions. Candidates must have
both at least five years of business consulting experience and at least five years of experience selling professional services specifically to banks and credit unions.
What you will do:- 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.
What makes you a good fit:- 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.
Preferred qualifications:- 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.
Success Metrics:- Build a qualified pipeline of banking and credit union opportunities.
- Win new consulting engagements and expand existing client relationships.
- Meet agreed-upon revenue, business development, and account growth goals.
- Develop proposals that align client needs with delivery capabilities.
- Maintain clear forecasts and effective coordination between sales and consulting teams.
Compensation, Diversity and Benefit Information:The pay range for this position in Washington is $100,000-$120,000/yr. plus commission W2 plus benefits; however, base pay offered may vary depending on job-related knowledge, skills, candidate location, and experience.
Pivotal Consulting offers a comprehensive benefit package, including medical, dental and vision insurance, and 401k.
