数字战略执行官
Digital Strategy Executive
Candescent 是一家具有前瞻性的科技公司,正在改变金融机构提供智能银行体验的方式。我们整合数字银行、开户和网点解决方案,为数字银行、开户和网点解决方案提供支持并建立连接,从而在数字、远程和面对面渠道之间实现无缝互动。
我们的以体验为导向、以智能驱动的方法结合了以人为本的设计与数据、自动化和基于云的创新。基于 API 优先的架构,我们的可扩展生态系统使机构能够快速适应、轻松集成,并解锁增长的新机会——将每一次客户互动转化为清晰、自信和连接的时刻。
数字战略执行官负责与 Candescent 现有客户群中的高管决策者建立并维护关系,通过附加产品和服务推动客户留存、续约和收入增长。
您将管理大约 15 家位于美国西部的 Candescent 数字银行客户,其收入配额与留存和扩展直接相关。该职位结合了咨询式客户管理与业务拓展,确保每位客户最大化其与 Candescent 合作的价值。
主要职责
- 负责指定的客户群,通过客户规划、产品扩展和与客户的战略协作实现收入留存和增长目标。
- 以咨询方式与高管利益相关者互动,确保数字战略与业务成果保持一致。
- 进行季度业务审查(必要时现场进行),分析结果、识别机会并加强多产品采用。
- 教育客户了解 Candescent 数字银行产品和服务的业务影响。
- 准备并交付提案、演示和建议,以推动收入和采用率。
- 协商续约、产品和服务,同时保持高客户满意度和合同连续性。
- 与 Candescent 内部团队(销售、市场、产品和实施)合作,确保顺利交付和客户成功。
- 关注行业趋势,并在行业展会、会议和客户活动中代表 Candescent。
- 基本要求
- 本科学位或同等经验。
- 5 年以上金融服务业或科技软件行业经验。
查看英文原文
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.
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.
Originally posted on Himalayas