Website Solutions Account Executive

Job Description

Responsibilities:

● Identifies and qualifies prospective credit union clients interested in website and CMS solutions.

● Conducts outbound and inbound sales activities, including discovery calls, product demonstrations, and follow-up communications.

● Presents website products and CMS capabilities in a clear, value-driven manner aligned with client goals and regulatory requirements.

● Collaborates with marketing, implementation, and product teams to ensure accurate scoping, pricing, and delivery of solutions.

● Develops and maintains strong relationships with key decision-makers at credit unions, including executives and marketing teams.

● Prepares and delivers proposals, pricing, and contracts in accordance with company guidelines.

● Maintains accurate and up-to-date sales records, forecasts, and activity notes in the CRM system.

● Monitors sales pipeline activity and works to achieve individual and team revenue targets.

● Stays current on product enhancements, industry trends, and competitive offerings in the fintech and credit union space.

● Participates in ongoing training and professional development related to sales techniques, products, and compliance standards.

● Performs other related duties as assigned.

Required Skills/ Abilities:

● Strong consultative selling and relationship-building skills.

● Excellent verbal, written, and presentation communication abilities.

● Ability to explain technical website and CMS concepts to non-technical audiences.

● Results-driven with the ability to manage multiple opportunities in a fast-paced environment.

● Strong organizational, time management, and follow-up skills.

● Proficiency with CRM platforms, Google Workspace, and virtual meeting tools.

● Ability to work collaboratively across departments to support client success.

● Professional demeanor with a strong customer-service mindset.

● Proven interest in fintech, digital marketing, or financial services technology.

Education and Experience:

● Bachelor’s degree in Business, Marketing, Communications, or a related field preferred.

● Minimum of two (2) years of experience in sales, account management, or business development preferred.

● Experience selling software, digital products, or services preferred.

● Credit union, banking, fintech, or B2B SaaS experience strongly preferred.

Physical Requirements:

● Prolonged periods sitting at a desk and working on a computer.

● Must be able to lift up to 15 pounds at times.

• Occasional Travel

What We Offer:

• Health, fully covered: Company-paid medical, dental, and vision insurance.
• Life & AD&D: Company-paid life and accidental death & dismemberment coverage.
• Income protection: Company-paid short- and long-term disability.
• 401(k) with match: Save for the long run, and we’ll match.
• Remote allowance: Cell phone and internet connectivity expenses support.
• Flexible spending: FSA and Dependent Care (DCSA) accounts to stretch your pre-tax dollars.
• Unlimited PTO: Take the time you actually need.
• Employee Assistance Program (EAP): Confidential support for life’s harder moments.
• Supplemental coverage: Voluntary insurance options to round out your plan.

Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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