At Finastra, we’re a global leader in financial services software, dedicated to expanding access to financial services and shaping what’s next for the industry. Our technology powers mission‑critical solutions across Lending, Payments and Universal Banking, supporting over 7,000 customers, including 80% of the world’s top 50 banks, in more than 110 countries.
Applicants for this position must be located in AZ, CA, ID, MT, ND, NE, NV, OR, SD, UT, WA, or WY.
What will you contribute?
As an Account Executive at Finastra, you will play a critical role in expanding and retaining business within a portfolio of existing Bank, Credit Union, and Financial Institution clients. Your primary focus will be to drive renewals with added value and uncover/close new revenue through strategic cross-selling and up-selling of Finastra’s Lending and Mortgage Solutions, including LaserPro and Mortgagebot. By building strong executive relationships and deeply understanding each client’s business goals and operational landscape, you will act as a trusted advisor—aligning our technology solutions to deliver measurable impact. Success in this role means exceeding client expectations, achieving revenue growth targets, and becoming a catalyst for innovation and transformation within your accounts.
Responsibilities & Deliverables:
Cultivate and maintain strategic relationships with key stakeholders across a defined set of existing customer accounts.
Lead the renewal process while identifying and closing opportunities to expand Finastra’s footprint through additional product offerings.
Develop tailored account strategies that align Finastra’s solutions with each client’s business goals and industry challenges.
Collaborate closely with internal teams including Solution Consulting, Value Engineering, and Client Services to deliver value-driven proposals.
Serve as the escalation point for client issues, driving resolution while maintaining high customer satisfaction.
Conduct regular business reviews and strategic planning sessions with clients to ensure continued alignment and value delivery.
Maintain accurate and up-to-date sales pipeline data and account plans in Salesforce to support forecasting and performance tracking.
Meet or exceed assigned sales targets, consistently delivering against revenue and growth objectives.
Stay current on Finastra’s offerings, industry trends, and competitive landscape to effectively position our value proposition.
Champion a customer-first mindset while driving adoption and utilization of Finastra’s broader solution portfolio.
Travel required up to 35%.
Minimum 5+ years of experience in B2B sales and account management, ideally within the fintech or enterprise software space.
Proven track record of growing existing accounts and closing cross-sell/up-sell opportunities.
Proven record of building and managing a sales pipeline and achieving/exceeding quota.
Strong interpersonal and communication skills with the ability to influence and engage senior-level stakeholders.
Demonstrated experience developing account plans and managing complex sales cycles within Financial Institutions.
Proficient in Salesforce and sales forecasting methodologies.
Strong business acumen and consultative approach to solution selling.
Exceptional written, verbal, presentation, and interpersonal communication skills with stakeholders.
Ability to collaborate across functional teams and lead virtual account teams toward shared goals.
Self-starter with a results-oriented mindset and a passion for helping clients succeed.
Bachelor’s degree or equivalent experience.
We are proud to offer a range of incentives to our employees worldwide. These benefits are available to everyone, regardless of grade, and reflect the values we stand for:
Flexibility: Enjoy unlimited vacation, subject to local regulations and business priorities. Benefit from hybrid working arrangements and inclusive policies such as paid time off for voting, bereavement, and sick leave.
Well‑being: Access confidential one‑to‑one support through our Employee Assistance Program, connect with our network of Wellbeing Champions and Gather Groups, and take part in monthly events and initiatives designed to help you thrive—inside and outside of work.
Health & Financial Security: Medical, life and disability insurance, retirement plans, lifestyle, and other benefits.*
Sustainability: Paid time off for volunteering and donation‑matching opportunities to support causes that matter to you.
Inclusion: Get involved in our inclusion communities, such as Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, and Women@Finastra—open to everyone who wants to participate and contribute.
Career Development: Access online learning and accredited courses through our Skills & Career Navigator tool.
Recognition: Take part in our global recognition program, Finastra Celebrates, and share your voice through regular employee surveys that help shape our culture and ways of working.
*Specific benefits may vary by location.
At Finastra, each individual is unique—bringing their own ideas, perspectives, cultural backgrounds, and experiences. We learn from one another, value what makes us different, and create an environment where everyone feels included, supported, and able to be their authentic selves.
Be unique. Be exceptional. Help us make a difference at Finastra.
Applicants for this position need to be located in posted location or their immediate surrounding areas. Due to the requirements of this position, this job posting is not available for, and Finastra will not be considering any applicants who currently reside in New York City or California.
Skills Required
- Minimum 5+ years of experience in B2B sales and account management, ideally within fintech or enterprise software.
- Proven track record of growing existing accounts and closing cross-sell/up-sell opportunities.
- Proven record of building and managing a sales pipeline and achieving/exceeding quota.
- Strong interpersonal and communication skills with ability to influence and engage senior-level stakeholders.
- Experience developing account plans and managing complex sales cycles within Financial Institutions.
- Proficient in Salesforce and sales forecasting methodologies.
- Strong business acumen and consultative approach to solution selling.
- Exceptional written, verbal, presentation, and interpersonal communication skills.
- Ability to collaborate across functional teams and lead virtual account teams.
- Self-starter with results-oriented mindset and passion for helping clients succeed.
- Bachelor's degree or equivalent experience.
- Applicants must be located in AZ, CA, ID, MT, ND, NE, NV, OR, SD, UT, WA, or WY.
- Note: Posting states applicants who currently reside in New York City or California will not be considered.
- Travel required up to 35%.
Finastra Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Finastra and has not been reviewed or approved by Finastra.
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Leave & Time Off Breadth — Leave is positioned as flexible/“unlimited” in many roles, which can support work-life balance when team norms allow it. Hybrid/flexible working is also framed as a core part of the overall rewards experience.
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Parental & Family Support — Parental leave is described as relatively generous in the US, with multiple references to roughly three months (or around 12 weeks) fully paid and equal leave for mothers and fathers. This is repeatedly highlighted as a meaningful component of the benefits package.
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Wellbeing & Lifestyle Benefits — Wellbeing support is emphasized through offerings like an Employee Assistance Program and TaskHuman coaching, alongside volunteering time off and employee networks. These programs broaden total rewards beyond cash compensation.
Finastra Insights
What We Do
At Finastra our purpose is to unlock the power of finance for everyone & redefine finance for good. We’re the orchestrator of open finance; building and delivering innovative, next-generation technology on our open Fusion software architecture and cloud ecosystem. We’re one of the world’s largest FinTechs, working with over 9,000 customers including 90 of the top 100 banks globally. We’re creating a pioneering open platform that’s disrupting the financial industry, changing how financial software is developed and used. We believe in collaboration for innovation, to unlock the potential of people, businesses and communities. We have an unmatched portfolio of financial software and deliver mission critical solutions for financial institutions of all sizes, on premises or in the cloud. Our open architecture and platform approach embrace a wide ecosystem of partners and co innovators. Together we're leading the way in which applications are written, deployed and consumed in the world of financial services. Our people mission is to be the most loved and inclusive fintech company in the world; a mission we take seriously. DE&I factors into everything we do and every decision we make as a business. When you join Finastra, you open up a world of possibilities. With us, you can supercharge financial institutions, big tech and fintech while also building a more inclusive finance industry. We believe our people thrive when given the opportunity to be their authentic selves and we trust our people to work how, when and where they want; this is OPENworking. Our 2+ policy provides the perfect mix of focused work at home, coupled with the meaningful connection that comes from in person collaboration, coaching and community. We're rolling out a new programme where our people take as much leave as they need; we do not count vacation days and we trust our people to work in a way that suits them, when it suits them. Come join the future of Fintech, and make your world. OPEN.
