Covenant HR · 1 week ago
Enterprise Account Executive, Fintech (Credit Unions & Regional Banks)
United States
Full-time
Remote
Senior Level
5+ years expCovenant HR is a boutique fintech innovator serving credit unions and regional banks with powerful SaaS solutions. The Senior Client Executive is responsible for sourcing, advancing, and closing new business and expansion opportunities in the financial sector, utilizing a consultative sales approach to build relationships and navigate complex buying cycles.
ConsultingRecruitingStaffing Agency
Responsibilities
Own the full enterprise sales cycle (prospecting, discovery, solution alignment, business case/ROI, security and procurement navigation, contracting, and close)
Build and expand relationships with executive and technical stakeholders (e.g., CEO/President, CIO/CTO, Head of Digital, Lending leadership, Risk/Fraud, Operations)
Develop and execute a territory plan for credit unions and regional banks, including target account selection, pipeline generation, and partner motions
Position and sell solutions across lending and mortgage technology sales, automation, generative AI capabilities (e.g., virtual assistant use cases), and open finance/open banking connectivity (API-led integrations)
Partner with product marketing and product teams to tailor demos, messaging, and value propositions for bank and credit union buyers
Collaborate cross-functionally with Sales Engineering, Implementation/Customer Success, and partners to support evaluation, proof-of-concept planning, and successful handoffs post-sale
Represent the company in virtual sessions and at relevant industry conferences
Maintain accurate pipeline, forecast, and activity reporting in the CRM
Qualification
Required
5+ years of SaaS or enterprise technology sales experience into financial institutions
Expertise selling into credit unions and regional banks
Knowledge of mortgage technology, AI, or open finance
Consultative selling approach with strong relationship-building skills
Experience co-selling with Microsoft or other hyperscalers is a major plus
5+ years of enterprise SaaS or financial technology sales experience selling to financial institutions
Proven success selling into credit unions and/or regional banks, including multi-stakeholder deal cycles
Experience selling at least one of the following solution areas: mortgage/loan origination technology, AI banking solutions, open finance/open banking integrations, automation/workflow, fraud/risk solutions, or digital banking platforms
Strong consultative discovery, executive communication, and relationship-building skills
Comfort navigating security reviews, compliance considerations, and procurement processes common in financial institutions
Preferred
Experience with hyperscaler partner sales (e.g., Microsoft, AWS, Google Cloud), including co-selling, referrals, or joint account planning
Experience selling through or alongside channel/implementation partners
Familiarity with common banking integrations and data/connectivity patterns (APIs, SSO, core banking integration concepts)
Company
Covenant HR
Covenant HR is a recruitment and consulting firm that offers staffing and placement services.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Casey Marquette
CEO and Founder
Recent News
2025-10-23
Company data provided by crunchbase