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Sr Digital Strategy Executive
Terafina
USA
Full-time
Senior · 7+ years experience
Onsite
Discovered 3 days ago
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.
- 7+ 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
Software & SaaS1876 employeesFounded 2024
Private intelligent banking platform provider serving banks, credit unions, and fintech partners.
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