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Senior Client Executive - Financial Institutions (Remote)

June 4, 2026

<div>Job Description The Senior Client Executive is a growth-minded leader responsible for growing strategic client engagement, protecting core revenue, and accelerating incremental revenue expansion across a portfolio of complex, high-touch accounts. You bring a strong forecasting discipline, succeeds in ambiguity, and operates with an independent, hustle-driven mindset. You will be an operator who can build deep client partnerships, influence cross-functional partners, and deliver accurate, insight-driven projections for a dynamic book of business. This is an individual contributor role reporting to the Vice President, Sales. Client Relationship Leadership <ul><li>Develop trusted, executive-level relationships by understanding each client's strategy, products, and operational needs.</li><li>Be a senior liaison between the client and cross-functional teams to ensure alignment, issue resolution, and execution excellence.</li><li>Anticipate client needs and proactively surface risks, gaps, or high-value growth pathways before they materialize.</li></ul> Commercial Management & Growth <ul><li>Manage renewal strategy and execution to maximize revenue retention while accelerating expansion across the customer base.</li><li>Drive upsell and cross-sell growth by strategically advising clients on high-impact product bundles, platform capabilities, and integrations that unlock incremental value.</li><li>Analyze client performance, portfolio trends, and client health signals to proactively identify revenue growth opportunities and mitigate threats to revenue.</li></ul> Revenue Forecasting & Business Discipline <ul><li>Deliver accurate revenue forecasting through rigorous analysis, structured planning, and disciplined opportunity management.</li><li>Provide reliable insight into retention risk, expected renewals, and upsell trajectories.</li><li>Maintain CRM discipline and ensure all opportunities, risks, and forecasts reflect real-time business realities.</li><li>Partner with Finance, Operations, and Leadership to refine models and ensure forecast integrity.</li></ul> Strategic Advisory & Problem Solving <ul><li>Be a strategic consultant to clients-translating complex needs into actionable recommendations and advocating internally for enhancements.</li><li>Collaborate with our teams (Product, MCE, Marketing, Legal) to resolve issues, remove obstacles, and optimize client outcomes.</li><li>Apply analytical rigor and intellectual horsepower to address challenges and inform executive-level decision-making.</li></ul> Operational Excellence <ul><li>Maintain CRM hygiene, accurate forecasting, and comprehensive account plans.</li><li>Provide customer insights to Product and Marketing to shape roadmap and go-to-market strategies.</li><li>Ensure the MCE team and you prioritize and resolve call center and operational issues in collaboration.</li><li>Refine account strategies to reflect shifting client needs, market trends, and internal goals.</li></ul> Qualifications <ul><li>Bachelor's Degree and/or relevant experience</li><li>10+ years financial institutions knowledge</li><li>10+ years of experience in enterprise account management, client leadership, or strategic partnerships within SaaS, data, or tech-driven environments.</li><li>Experience managing high-value, high-complexity clients with executive-level relationship ownership.</li><li>Forecast revenue supported by disciplined pipeline management and data-driven insights.</li><li>Commercial experience with a record of renewal and expansion achievement.</li><li>Experience influencing and collaborating with cross-functional internal stakeholders.</li><li>Operate with urgency in a fast-paced, dynamic environment.</li><li>Willingness to travel up to 40%</li></ul> Additional Information Our compensation reflects the cost of labor across several U.S. geographic markets. The base pay range for this position is listed above. Within this range, individual pay is determined by work location and additional factors such as job-related skills, experience, and education. This position is also eligible for a variable pay opportunity and a comprehensive benefits package. Benefits/Perks: <ul><li>Great compensation package including uncapped commission</li><li>Core benefits including medical, dental, vision, and matching 401K</li><li>Flexible work environment, ability to work remote, hybrid or in-office</li><li>Flexible time off including volunteer time off, vacation, sick and 12-paid holidays</li><li>Explore all our exciting benefits here: https://yourexperianbenefits.com/cand-index.html</li></ul> #LI-Remote</div>

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...