Client Sales Executive

Alkami is the digital sales and service platform provider for U.S. banks and credit unions. Our unified Platform integrates onboarding, digital banking, and data and marketing—each solution can stand alone, but together they deliver more—to help institutions onboard, engage, and grow relationships. As the future shifts toward Anticipatory Banking, we help data-informed bankers meet the moment with technology that drives action.

Founded in 2009, we continue to be recognized for our intentional culture and tremendous growth (Best Place to Work in Fintech; Best & Brightest to Work For Nationally; and Comparably’s Best Company Culture, Best Career Growth, Best Engineering Team, and Best Places to Work in Dallas, among others). We’re building a culture where each Alkamist can perform to their highest potential, and we’re always on the lookout for the best and brightest minds. If you’re ready to experience the power of alchemy - transforming the ordinary into the extraordinary - come join one of the fastest growing SaaS companies in the U.S.

As a remote-first company, most of our positions can be remote in the US, except for key roles, which will be indicated in the Job Title.

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The Client Sales Executive will work closely with Alkami's existing bank and credit union customers in the East region. In this role you will be responsible for identifying sale opportunities, driving renewals, and fostering strong relationships with the financial institutions key stakeholders. The ideal candidate has a deep understanding of SaaS software and/or financial services and the banking industry, a proven track record in sales, and a passion for driving digital transformation within financial institutions. while focusing on the customer experience.

Key Responsibilities & Duties:

• Collaborate with Alkami's existing bank and credit union customers to understand their current and future digital banking strategies, goals and pain points

• Drive strategic alignment and collaboration with existing clients within your territory, with the

• intent to become active participants in their success.

• Identify upsell opportunities for existing clients within assigned territory, working closely with product, account management and partner relationship teams to develop tailored solutions

• Partner with account management team to conduct regularly business reviews with customers to assess their progress, address concerns, and identify opportunities for improvement

• Drive customer renewals by demonstrating the value, benefits, and success of the overall Alkami partnership, platform, and vision.

• Stay up to date with industry trends, market developments, and competitive landscape to effectively position our products and services

• Collaborate with the marketing team to develop sales collateral, case studies, and other materials to support customer engagements

• Build and maintain strong relationships, virtual and in-person, with key decision makers and stakeholders within assigned territory

• Meet or exceed sales targets consistently striving for customer satisfaction

• Create, develop and maintain an accurate sales forecast

• Collaborate and guide Client Sales and Success team members

 

Qualifications:

• Bachelor's degree or equivalent work experience

• 8+ years proven sales experience, directly supporting a quota

• Excellent communication and presentation skills with the ability to articulate complex concepts to both technical and non-technical stakeholders

• Exceptional relationship building and networking skills

• Self motivated and results-oriented, with the ability to work independently and as part of a team

• Maintain high ethical standard and determination to succeed

• Willingness to travel as needed to meet with customers (25-50%)

 

Desired Skills:

● Proven track record of success in sales within the banking or financial services industry

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