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Fintech • Financial Services
Owns a portfolio of approximately 15 digital banking clients in the Western U.S., driving retention, renewals, revenue expansion, and product adoption. Builds executive relationships, conducts business reviews, develops proposals, negotiates contracts, and provides consultative guidance on digital strategy. Partners with sales, marketing, product, and implementation teams to ensure client success while representing the company at industry and client events.
Fintech • Financial Services
Manage a portfolio of ~15 digital banking clients in the Western U.S., build executive relationships, drive retention and expansion, perform consultative account planning and quarterly business reviews, deliver proposals and presentations, negotiate renewals, and collaborate with internal teams to ensure successful SaaS/PaaS adoption and client outcomes.
