Digital Strategy Executive
Role Overview
The Digital Strategy Executive is responsible for establishing and maintaining relationships with executive-level decision makers across Candescent’s existing client base—building strategic partnerships that drive client retention, renewal, and revenue growth through additional products and services.
You’ll manage a portfolio of approximately 15 Candescent digital banking clients within the Western U.S., with an assigned revenue quota tied to both retention and expansion.
This role blends consultative account management with business development, ensuring each client maximizes the value of their partnership with Candescent.
Full Job Posting
Key Responsibilities
- Own a defined book of business, achieving revenue retention and growth goals through account planning, product expansion, and strategic collaboration with clients.
- Engage in a consultative manner with executive stakeholders to align digital strategy with business outcomes.
- Conduct quarterly business reviews (onsite when needed) to analyze results, identify opportunities, and strengthen multi-product adoption.
- Educate clients on the business impact of Candescent’s digital banking products and services.
- Prepare and deliver proposals, presentations, and recommendations that drive revenue and adoption.
- Negotiate renewals, products, and services while maintaining high client satisfaction and contractual continuity.
- Collaborate with internal Candescent teams (sales, marketing, product, and implementation) to ensure smooth delivery and client success.
- Stay informed of industry trends and represent Candescent at trade shows, conferences, and client events.
Basic Qualifications
- Bachelor’s degree or equivalent experience.
- 5+ years in the financial services or technology software industry in a sales and/or account management role with proven revenue results.
- Strong communication and executive relationship-building skills up to the C-level.
- Experience within the banking or credit union space—either as a practitioner or vendor partner.
- Proficiency in consultative, solutions-based selling and strategic account management.
- Ability to manage multiple client initiatives and navigate complex organizations.
- Skilled in Microsoft applications (Word, Excel, PowerPoint, Outlook) and CRM tools.
- Demonstrated ability to work independently from a remote environment.
- Experience selling or managing SaaS/PaaS software solutions.
- Statement to Third Party Agencies To ALL recruitment agencies: Candescent only accepts resumes from agencies on the preferred supplier list. Please do not forward resumes to our applicant tracking system, Candescent employees, or any Candescent facility. Candescent is not responsible for any fees or charges associated with unsolicited resumes.
- Statement to Third Party Agencies
Preferred Qualifications
- To ALL recruitment agencies: Candescent only accepts resumes from agencies on the preferred supplier list. Please do not forward resumes to our applicant tracking system, Candescent employees, or any Candescent facility. Candescent is not responsible for any fees or charges associated with unsolicited resumes.
About Terafina
Private intelligent banking platform provider serving banks, credit unions, and fintech partners.
Visit company websiteJobs and hiring trendsApply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at Terafina
Senior Software Engineer – Full stack developer (Java & React)
Bengaluru, IND
Senior Software Engineer – Full stack developer (Java & React)
Bengaluru, IND
Sr Digital Strategy Executive
, USA
Manager, Software Engineering
Bengaluru, IND
Cloud Infrastructure DevOps Architect
Dundee, GBR
Principal Digital Strategy Executive
, USA
Benefits Analyst
, USA
Project Coordinator, Creative Operations
Bengaluru, IND
Associate People Business Partner
, USA