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Account Executive, Credit Unions

72% Flex
Remote: 
Full Remote
Contract: 
Experience: 
Senior (5-10 years)
Work from: 

Offer summary

Qualifications:

Minimum 5 years of customer-facing sales experience in financial institutions, Bachelor’s degree in relevant discipline.

Key responsabilities:

  • Manage key client relationships and revenue growth
  • Lead sales strategies, negotiations, and account planning
  • Identify and close customer opportunities for all Equifax solutions
Equifax logo
Equifax Financial Services XLarge https://www.equifax.com/
10001 Employees
See more Equifax offers

Job description

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Your missions

Equifax is where you can power your possible. If you want to achieve your true potential, chart new paths, develop new skills, collaborate with bright minds,  and make a meaningful impact, we want to hear from you.

For external candidates, this position will ideally be based on the West Coast.

The Credit Union Account Executive is a client-facing, high-touch, sales role responsible for revenue generation, customer relationship and EFX engagement within the credit union space.  The Account Executive is responsible for opening new doors and hallways in the credit union industry and solving complex challenges that our existing credit union customers face in the areas of fraud, risk, compliance, identity, and marketing.

The ideal candidate is a proven sales 'hunter' professional with a well established network and thorough understanding of how data technologies can benefit the credit union industry.

What you'll do

  • Build strong relationships to foster and maintain credit union/partner trust

  • Grow credit union/partner revenue across the full Equifax solution portfolio

  • Orchestrate Equifax resources to deliver customer value and satisfaction 

  • Strengthen the business relationship by expanding the ways in which the customer/partner relies on Equifax as a trusted advisor

  • Identify, develop, manage, and close customer opportunities spanning all Equifax solutions

  • Engage with buyers, decision-makers, influencers and customer executives on a consultative basis to gain a strong understanding of their business, anticipate needs, and position optimal solutions

  • Define and execute sales strategies that drive profitable growth while delivering meaningful customer value

  • Leverage Account, Solution, and Delivery Pre-Sales/Sales resources effectively and at appropriate times to move opportunities forward and to maintain customer satisfaction

  • Lead customer business reviews, RFI/RFP response, contracting & negotiation, and account strategy & planning activities with cross-functional team to align customer business imperatives with Equifax solutions

  • Drive strong pipeline development and sales execution 

  • Engage with associations and activities within the credit union industry and have a solid understanding of the industry and the trends and legislation that affect it 

What experience you need

  • Minimum 5 years of proven customer-facing sales experience with continued growth and revenue generation

  • Specific account executive experience selling into financial institutions

  • Thorough working knowledge of data & analytics technology solutions for risk management, compliance, identity, fraud, and/or marketing

  • Bachelor’s degree in relevant discipline

  • Demonstrated track record of exceeding expectations against revenue goals with highly complex, strategic clients

  • Strong executive presentation and communication skills

  • Strong negotiation and influencing skills

  • Ability to build and grow key, senior-level relationships across multiple accounts

  • Strong pricing and contract negotiation experience

  • Proven solution selling/consulting experience with complex clients, including the ability to diagnose the impact of trends, client data and MBOs and translate that into rapid sales

  • Experience working with senior-level account employees, including an ability to immediately establish credibility with executives and build/maintain those relationships

  • Exceptional written and oral communication skills; familiarity/comfort in public speaking

  • Ability to drive urgency in the sales cycle and the execution of complex solution strategies

  • Exceptional ability to manage and execute a robust pipeline

  • Excellent planning, organization, multi-tasking, prioritization and meeting facilitation skills 

  • Ability to handle multiple tasks, meet deadlines, manage client expectations

  • Ability to travel approximately 40%-50% 

What could set you apart

  • Specific experience selling into or consulting with credit unions

  • Previous experience working within a credit union

#LI-LMEFX

#LI-REMOTE

We offer comprehensive compensation and healthcare packages, 401k matching, paid time off, and organizational growth potential through our online learning platform with guided career tracks.

Are you ready to power your possible?  Apply today, and get started on a path toward an exciting new career at Equifax, where you can make a difference!

Primary Location:

USA-California Remote

Function:

Function - Sales and Account Management

Schedule:

Full time

Required profile

Experience

Level of experience: Senior (5-10 years)
Industry :
Financial Services
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Soft Skills

  • Customer Relations
  • Executive Communication
  • Strong Communication
  • Negotiation
  • Influencing
  • Relationship Building
  • Organization
  • Multitasking

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