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ClutchClutchUnited States

Strategic Account Executive

Drives full-cycle sales of digital lending, account opening, and AI products to large credit unions, managing complex enterprise deals with six- and seven-figure values. Requires 7+ years B2B SaaS experience, executive selling skills, and fintech familiarity.

Salary not listed
Remote7+ YOEAccount Executive

About the role

Responsibilities

Within 3 months:

  • Ramp on Clutch's full product suite (digital lending, account opening, AI), value propositions, and competitive positioning
  • Develop a deep understanding of how large credit unions buy, evaluate, and implement technology
  • Build your territory plan and begin outbound prospecting into your named accounts
  • Run your first discovery calls and product demos alongside Sales Engineering

Within 6 months:

  • Own and progress multiple strategic opportunities through complex, multi-stakeholder sales cycles
  • Deliver tailored business cases and ROI models to VP and C-level decision-makers
  • Represent Clutch at industry events, conferences, and credit union league meetings
  • Collaborate with TruStage and other partners to create joint pipeline and co-sell into shared accounts

Within 9 months:

  • Consistently build and maintain a pipeline of 3x+ your quota target
  • Close net-new strategic deals and forecast accurately against your quarterly targets
  • Serve as a trusted advisor to senior credit union executives, influencing their digital transformation roadmaps
  • Contribute to GTM strategy through market intelligence, competitive insights, and product feedback

Requirements

  • 7+ years of full-cycle B2B SaaS sales experience, with at least 3 years selling into enterprise or strategic accounts with deal sizes of $200K+
  • Proven track record of consistently meeting or exceeding quota in complex, consultative sales environments
  • Experience selling to senior executives (VP, SVP, C-suite) and navigating multi-stakeholder buying committees
  • Strong discovery, business case development, and negotiation skills — you sell on value, not price
  • Comfort with longer sales cycles (6–9 months) that require strategic account planning, multi-threading, and executive alignment
  • Experience in financial services, fintech, or credit union/banking technology is strongly preferred
  • Familiarity with MEDDPIC, Sandler, or similar enterprise sales methodologies
  • Excellent communication, presentation, and storytelling skills
  • High ownership mindset — you operate with urgency and accountability in a fast-paced, high-growth environment
  • Willingness to travel 35–45% for prospect meetings, industry events, and partner road trips
  • Proficient with AI tools: Claude, ChatGPT

Skills

MeddpicSandlerSalesforceHubSpotClaudeChatGPTRoi ModelingBusiness Case DevelopmentDiscovery CallsProduct Demos
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