Job Summary
The Digital Strategy Executive (DSE) establishes and maintains trusted relationships with executive-level decision-makers across a portfolio of approximately five to six of Candescent's largest Banking clients. The role serves as the primary strategic and commercial partner for clients using Digital First Banking solutions across their enterprise, with accountability for contractual continuity, revenue retention, and growth through additional products and services. Success requires a consultative engagement style, strong business acumen, and the ability to coordinate Candescent resources to support client outcomes.
Key Responsibilities and Deliverables
• Own the commercial performance of an assigned portfolio, delivering revenue retention and growth through strategic account planning, marketing programs, add-on business, and client innovation plans.
• Build and maintain executive-level client relationships, serving as the primary point of contact and trusted advisor for strategic, commercial, and relationship matters.
• Lead onsite quarterly business reviews to assess program performance, relationship health, business processes, product satisfaction, innovation priorities, and renewal readiness.
• Educate clients on the business value of Candescent Banking products and services and translate client needs into strategic recommendations.
• Prepare proposals, presentations, and business recommendations for programs, services, and products.
• Generate revenue within assigned accounts by securing strategic add-on sales and developing plans to improve end-user adoption and bill pay penetration.
• Lead pricing and commercial negotiations for renewals, products, and services, aligning internal stakeholders and client decision-makers.
• Coordinate cross-functional Candescent resources required to service clients, resolve escalations, and deliver products and commitments.
• Maintain current expertise in Candescent products and services through formal training and continuous self-directed learning.
• Represent Candescent at client meetings, conferences, and trade shows to strengthen relationships and support growth.
• Travel approximately 50% to support onsite client engagement and industry events.
Qualifications and Experience
• Bachelor's degree or equivalent experience.
• At least five years of experience in the financial services or technology software industry in a sales and/or client management role, with demonstrated revenue quota achievement.
• Experience in the banking or credit union industry, either as a practitioner or as a vendor serving the industry.
• Superior written, verbal, presentation, and facilitation skills, including the ability to establish credibility and relationships with C-level executives.
• Demonstrated proficiency in consultative, solutions-based selling and executive relationship management.
• Strong business acumen, strategic planning capability, and experience managing operations and escalations.
• Excellent organizational skills, with the ability to manage multiple simultaneous priorities across several client accounts.
• Working knowledge of Microsoft Word, Excel, Outlook, PowerPoint, and CRM tools.
• Demonstrated ability to work independently in a remote environment.
Preferred Distinctions
• SaaS and/or PaaS software solution selling experience.
• Experience managing complex enterprise client relationships with multiple product solutions.
• Demonstrated success driving product adoption, revenue expansion, and subscription renewals.
Must be legally authorized to work in the U.S. without sponsorship.
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.
