Account Executive managing client relationships in commercial banking at Amalgamated Bank. Providing treasury management, client onboarding, and account maintenance support.
About the role
- Sales Executive responsible for driving new business and expansion for fintech data and decision solutions across financial services. Building strategic relationships and closing complex deals in a fast‑moving market.
Responsibilities
- Own the full enterprise sales cycle for data, identity, and decision solutions: prospecting, discovery, solution mapping, business case creation, deal orchestration, and close
- Build and maintain a robust pipeline; initiate contact with prospective customers and expand relationships in existing accounts
- Lead executive‑level storytelling to articulate value (risk reduction, revenue lift, cost savings) for CRO, CIO, Fraud/Identity, Data Science, and Payments stakeholders
- Prepare and present proposals leveraging internal resources (product marketing, solution consultants, data science) to tailor outcomes for complex use cases (KYC, account opening, fraud, credit)
- Negotiate, structure, and close multi‑party, enterprise agreements; navigate InfoSec, legal, compliance, procurement, and risk approvals
- Collaborate cross‑functionally with product, engineering, data science, and operations to ensure solution viability and successful customer outcomes
Requirements
- Proven success (10+ years) selling into financial services (banking & payments, fintech) with an emphasis on data, identity, and decision solutions and credit‑equivalent products (e.g., credit reporting)
- Domain fluency in identity verification/KYC, fraud, risk decisioning, account opening, credit/debit, and data monetization in banking and payments
- Technical literacy across cloud, big data, AI/ML, and large language models - able to translate advanced analytics into business outcomes and real‑time decisions
- Track record of new‑logo acquisition and expansion, managing multi‑stakeholder, complex sales cycles; proficiency with value‑based selling and frameworks
Benefits
- Flexible and creative work environment
- Diverse and collaborative atmosphere
- Professional and personal development resources
- Opportunities to volunteer and support charities
- Competitive salary and benefits
Job title
Job type
Experience level
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Degree requirement
No Education Requirement
Tech skills
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