Sharetec Systems logo
Sharetec Systems

Bold Technology. Caring Partner.

Client Account Executive

Location

California

Posted

18 hours ago

Salary

$65K - $75K / year

Seniority

Senior

Bachelor Degree3 yrs expEnglish

Job Description

Client Account Executive

Sharetec Systems

• 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 • 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 • 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 • Partner with marketing, product, support, and implementation teams to deliver client value

Job Requirements

  • 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

Benefits

  • Competitive salaries
  • Medical, dental, vision, life, and disability coverage
  • Generous Paid Time Off (PTO)
  • Paid holidays (including your birthday off!)
  • $1,000 employee referral program
  • 401(k) with company matching

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