Client Account Executive

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Job Type

Full-time

Description

Sharetec is looking for a Client Account Executive to join our team!

At Sharetec, we believe in a people-first business. Our mission is to make millions of people's lives easier by developing innovative core banking and lending software solutions for credit unions and their members. Our customers rely on us for powerful financial technology that enhances operations across accounting, lending, member services, and online banking - and they count on us to be a caring, trusted partner in their success.

The Role

We're looking for a Client Account Executive (CAE) to serve as a trusted advisor and consultative sales partner to a portfolio of credit union clients. This role is responsible for driving revenue growth, client retention, and product adoption within Sharetec's existing customer base.

As a CAE, you'll build deep relationships with credit union stakeholders, develop and execute account strategies, lead contract renewals, and identify expansion opportunities - all while collaborating cross-functionally to deliver value and ensure long-term client success.

Position Details

This is a full-time, exempt position. Candidates may work remotely from anywhere in the United States, with the exception of California. Candidates based in the Eastern time zone are strongly preferred. Travel is expected at approximately 50%.

The starting salary range for this position is $65,000 - $75,000 base salary, plus commission, offering strong earning potential.

Who Will Love This Job

• Someone who finds more satisfaction in making something better than building something new - and understands why that's harder
• Someone who believes that technology serving people's financial lives is worth doing with real care and precision
• Someone who is energized by a company in motion - where the roadmap is growing and your contributions shape the direction
• Someone who is as comfortable presenting to an executive team as they are rolling up their sleeves to solve a customer's operational problem
• Someone who thrives on building long-term relationships with clients and earning their trust over time
• Someone who is results-driven and energized by exceeding growth and retention targets
• Someone who brings a consultative mindset - helping clients get more value from what they already have
• Someone who wants to make a real impact in the credit union industry

Essential Duties & Responsibilities

Revenue Growth & Retention

• Own and grow a book of business through renewals, upsells, and cross-sell opportunities
• Meet or exceed revenue targets through client growth and retention strategies
• Lead contract renewal conversations and manage negotiations in collaboration with internal teams

Client Relationship Management

• Build and maintain strong relationships with key stakeholders at credit union clients
• Act as a trusted advisor, helping clients maximize the value of their Sharetec investment
• Drive product adoption and identify opportunities to improve client operational efficiency

Strategic Account Execution

• Develop and execute account plans and sales strategies aligned to client needs and Sharetec's offerings
• Leverage CRM tools and data insights to manage pipeline, improve forecasting, and optimize performance
• Conduct regular client reviews and strategic planning conversations

Cross-Functional Collaboration

• Partner with marketing, product, support, and implementation teams to deliver client value
• Serve as the internal voice of the client and advocate for their needs across departments
• Follow proper escalation protocols to ensure timely and effective issue resolution

Qualified Candidates Should Have

Required

• 3+ years of experience in account management, sales, or customer success, preferably in SaaS or financial services
• Proven track record of meeting or exceeding revenue targets through client retention and expansion
• Exceptional communication and presentation skills
• Consultative sales approach with strong strategic and analytical thinking
• Experience managing a portfolio of accounts while maintaining high-quality relationships
• Proficiency with CRM systems (e.g., Salesforce) and comfort using data to guide decisions
• Ability to work cross-functionally in a fast-paced, evolving environment

Preferred

• Credit union, community banking, or financial services industry experience
• Core processing, digital banking, or financial technology experience
• Experience conducting QBRs or strategic account reviews
• Familiarity with contract renewal processes and negotiation

Why Sharetec

Acquired by Evergreen Financial Technology Group (EFTG) in late 2020, Sharetec is now marching towards rapid growth and expansion into new markets. We are a team of highly focused and dedicated individuals who stop at nothing to achieve success no matter how great or small the challenge. As a core and digital software provider for credit unions, Sharetec empowers clients with modern tools for member services, lending, and an enhanced member experience.

At Sharetec, we believe in taking care of our people, both professionally and personally. Our comprehensive benefits package includes competitive salaries, medical, dental, vision, life, and disability coverage, generous Paid Time Off (PTO), paid holidays (including your birthday off!), a $1,000 employee referral program, and a 401(k) with company matching.

We are a team of bold, powerful, and caring individuals who work closely together, whether in a hybrid setting or fully remote. We stay connected through virtual events, collaborative team experiences, and regular all-hands meetings that keep us aligned and engaged. At Sharetec, you'll find not just great benefits, but incredible people who lift each other up, challenge each other to grow, and make work meaningful and fun every day.

Sharetec is an equal opportunity employer.

Salary Description

$65,000 - $75,000