Account Executive/Managed Services Sales - Banking Industry
Posted 2025-05-15Within this role as Account Executive for our Managed Services Team you'll help identify, develop, manage, and execute the organization's business development strategies in a defined territory to expand the number of banks that we can empower.
Develops, negotiates and implements partnerships and new customer relationships by performing the following duties.
Identifies, qualifies, and secures new business opportunities
Develops strategies for establishing partnerships and business relationships to market products or services
Develops and implements channel marketing strategic plans and goals to meet corporate objectives and increase market share
Collaborates with internal departments and external partners in the development and implementation of business development strategies, plans and business models
Develops relationships with executives at banks and in the industry so they understand the unique bank technology outfitter model
Seeks out and researches prospective customers through making cold calls, traveling, attending conferences, creating campaigns, monitoring banking news, and utilizing social media
Manages relationships with various prospects and partners
Estimates demand for proposed projects based on market research and industry / customer trends
Leads business development or alliance development projects including deal negotiations, contract development, due diligence and other items necessary to the role
Provides input on new product or service features to be developed to meet current and future customer needs
Creates informative presentations; Presents and delivers information to potential clients at client meetings, industry exhibits, trade shows and conferences
Responds to client requests for proposals (RPFs)
Creates and maintains a list/database of prospective clients
Closes sales and works with client through onboarding process
Collaborates with management on sales goals, planning and forecasting
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
Bachelors degree required or High School Diploma/general education degree (GED) with equivalent work experience
At least 10 years of experience with financial institutions, industries that serve them, or the technology that supports the industry
Experience in enterprise solution selling
Knowledge and Skill
Knowledge of networking concepts
Knowledge of bank technology
Understanding of solution selling sales concepts
Communication, relationship building and management skills to effectively communicate with employees at all levels in a financial institution
Synthesizes complex or diverse information
Collaborates and builds consensus across the team to meet prospects personal and business needs
Generates creative solutions
Communicates complex technology topics and issues in a technical and non-technical way for all audiences to understand
Analyzes market and competition and adapts business development strategy to changing conditions
Develops innovative approaches and ideas; presents them in a manner that gets others' attention
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit and use hands to finger, handle, or touch objects, tools, or controls. The employee frequently is required to talk or hear. The employee is occasionally required to stand; walk; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds, usually waist high, up to 50 feet away. Specific vision abilities required by this job include close vision and the ability to adjust focus.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Typical office environment
Travel - Regularly
Who is UFS?
UFS is the community bank technology outfitter that inspires confidence for community banks, by providing purpose-built solutions that make technology work for them, instead of the other way around.
Founded in 1991, our purpose is to Empower Community Banks and Our People to Thrive Together. We live that Purpose by always putting people first in our decisions and actions.
Our engaged culture is strongly influenced by the passion our team members bring while serving Community Banks and their communities. We believe in encouraging confidence in each other and delivering solutions that make our customers confident with us. To that end we seek out problem solvers, creative thinkers and engaged individuals that thrive in a fast-paced yet supportive environment.
We believe engaged employees lead to loyal customers, which in turn drives results for our business. We are caring, intense, and approachable, and have a lot of fun along the way.
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