Digital Strategy Executive

Posted An Hour Ago
Be an Early Applicant
2 Locations
Remote
Senior level
Fintech • Financial Services
The Role
Manage a portfolio of ~15 digital banking clients in the Western U.S., build executive relationships, drive retention and expansion, perform consultative account planning and quarterly business reviews, deliver proposals and presentations, negotiate renewals, and collaborate with internal teams to ensure successful SaaS/PaaS adoption and client outcomes.
Summary Generated by Built In

Candescent is a forward-thinking technology company transforming how financial institutions deliver Intelligent Banking experiences. We unite digital banking, account opening, and branch solutions that power and connect digital banking, account opening, and branch solutions—creating seamless engagement across digital, remote, and in-person channels.

Our Experience-Led, Intelligence-Driven approach combines human-centered design with data, automation, and cloud-based innovation. Built on an API-first architecture, our extensible ecosystem enables institutions to adapt quickly, integrate easily, and unlock new opportunities for growth—turning every customer interaction into a moment of clarity, confidence, and connection.

Job Description

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.

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.

Skills Required

  • Bachelor's degree or equivalent experience
  • 5+ years in 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 (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

Candescent Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Candescent and has not been reviewed or approved by Candescent.

  • Leave & Time Off Breadth Policies include unlimited vacation for full-time exempt staff, tenure-based accrual for non-exempt, plus floating holidays and sick leave. This breadth of time off suggests flexibility across employment classifications.
  • Wellbeing & Lifestyle Benefits A discount program is cited that provides access to deals at over 250 retailers. This perk adds everyday savings beyond core benefits.

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The Company
HQ: Atlanta, Georgia
1,030 Employees
Year Founded: 2024

What We Do

Candescent brings together the transformative technologies that power and connect account opening, digital banking and branch solutions for banks and credit unions of all sizes. And we’re here to help you extend, differentiate and illuminate your digital-first banking experiences. Our industry-leading products and services, cloud architecture and on-demand developer tools give you the power to differentiate and deliver seamless customer journeys.

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