Digital Strategy Executive

Candescent

$110K — $130K *
US-Anywhere
+ 2 other locationsRemote
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent experience.
  • 5+ years in financial services or technology software sales/account management with revenue results.
  • Strong communication skills, especially with C-level executives.
  • Experience in the banking or credit union industry as a practitioner/vendor.
  • Proficient in consultative solutions-based selling and strategic account management.
  • Able to manage multiple client initiatives in complex organizations.
  • Skilled in Microsoft Office and CRM tools.

Responsibilities

  • Own a defined book of business to meet revenue retention and growth goals.
  • Engage with executive stakeholders on aligning digital strategy with business outcomes.
  • Conduct quarterly business reviews to analyze results and identify opportunities.
  • Educate clients about the impact of digital banking products and services.
  • Prepare and deliver impactful proposals and presentations.
  • Negotiate renewals and products while maintaining client satisfaction.
  • Collaborate with internal teams for smooth delivery and client success.
  • Stay updated on industry trends and represent Candescent at events.

Benefits

  • Collaborative work environment with cross-functional teams.
  • Opportunity to engage with executive-level stakeholders.
  • Formal training and development in consultative sales techniques.
  • Exposure to industry trends at trade shows and conferences.
Full Job Description
Job Description

The Digital Strategy Executive is responsible for establishing and maintaining relationships with executive-level decision makers across Candescent's existing client base-building strategic partnerships that drive client retention, renewal, and revenue growth through additional products and services.

You'll manage a portfolio of approximately 15 Candescent digital banking clients within the Western U.S., with an assigned revenue quota tied to both retention and expansion. This role blends consultative account management with business development, ensuring each client maximizes the value of their partnership with Candescent.

Key Responsibilities
  • Own a defined book of business, achieving revenue retention and growth goals through account planning, product expansion, and strategic collaboration with clients.
  • Engage in a consultative manner with executive stakeholders to align digital strategy with business outcomes.
  • Conduct quarterly business reviews (onsite when needed) to analyze results, identify opportunities, and strengthen multi-product adoption.
  • Educate clients on the business impact of Candescent's digital banking products and services.
  • Prepare and deliver proposals, presentations, and recommendations that drive revenue and adoption.
  • Negotiate renewals, products, and services while maintaining high client satisfaction and contractual continuity.
  • Collaborate with internal Candescent teams (sales, marketing, product, and implementation) to ensure smooth delivery and client success.
  • Stay informed of industry trends and represent Candescent at trade shows, conferences, and client events.


Basic Qualifications
  • Bachelor's degree or equivalent experience.
  • 5+ years in the financial services or technology software industry in a sales and/or account management role with proven revenue results.
  • Strong communication and executive relationship-building skills up to the C-level.
  • Experience within the banking or credit union space-either as a practitioner or vendor partner.
  • Proficiency in consultative, solutions-based selling and strategic account management.
  • Ability to manage multiple client initiatives and navigate complex organizations.
  • Skilled in Microsoft applications (Word, Excel, PowerPoint, Outlook) and CRM tools.
  • Demonstrated ability to work independently from a remote environment.
  • Experience selling or managing SaaS/PaaS software solutions.

Statement to Third Party Agencies
To ALL recruitment agencies: Candescent only accepts resumes from agencies on the preferred supplier list. Please do not forward resumes to our applicant tracking system, Candescent employees, or any Candescent facility. Candescent is not responsible for any fees or charges associated with unsolicited resumes.

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