Principal Digital Strategy Executive

Candescent

. Own the commercial performance of an assigned portfolio of approximately five to six of Candescent's largest banking clients .

Posted 10/14/2026full-timeRemote • Texas • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in strategic account management and consultative selling within the banking and financial services sector, focusing on revenue retention, client relationship building, and product adoption. Proficient in preparing proposals and presentations while managing multiple client accounts and priorities effectively.

Highest-signal resume keywords

Strategic Account ManagementConsultative Solutions-Based SellingClient Relationship ManagementRevenue Quota AchievementSaaS/PaaS Software Solution Selling

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Revenue RetentionBusiness PlanningProposal PreparationProduct Adoption StrategiesCommercial Negotiations

Soft Skills

Superior Written CommunicationVerbal CommunicationPresentation SkillsOrganizational SkillsRelationship Building

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft OutlookMicrosoft PowerPointCRM Tools

Industry Keywords

Financial ServicesBanking IndustryCredit Union IndustryClient Innovation PlansExecutive-Level Client Relationships

About the role

Key responsibilities & impact

Own the commercial performance of an assigned portfolio of approximately five to six of Candescent's largest banking clients
Deliver revenue retention and growth through strategic account planning, marketing programs, add-on business, and client innovation plans
Build and maintain executive-level client relationships as the primary point of contact and trusted advisor
Lead onsite quarterly business reviews covering program performance, relationship health, business processes, product satisfaction, innovation priorities, and renewal readiness
Educate clients on the business value of Candescent Banking products and services and translate client needs into strategic recommendations
Prepare proposals, presentations, and business recommendations
Generate revenue through strategic add-on sales and plans to improve end-user adoption and bill pay penetration
Lead pricing and commercial negotiations for renewals, products, and services
Coordinate cross-functional resources to service clients, resolve escalations, and deliver products and commitments
Maintain expertise in Candescent products and services
Represent Candescent at client meetings, conferences, and trade shows
Travel approximately 50% for onsite client engagement and industry events

Requirements

What you’ll need

Bachelor's degree or equivalent experience
At least five years of experience in the financial services or technology software industry in a sales and/or client management role, with demonstrated revenue quota achievement
Experience in the banking or credit union industry, either as a practitioner or as a vendor serving the industry
Superior written, verbal, presentation, and facilitation skills, including the ability to establish credibility and relationships with C-level executives
Demonstrated proficiency in consultative, solutions-based selling and executive relationship management
Strong business acumen, strategic planning capability, and experience managing operations and escalations
Excellent organizational skills, with the ability to manage multiple simultaneous priorities across several client accounts
Working knowledge of Microsoft Word, Excel, Outlook, PowerPoint, and CRM tools
Demonstrated ability to work independently in a remote environment
Must be legally authorized to work in the U.S. without sponsorship
Preferred: SaaS and/or PaaS software solution selling experience
Preferred: Experience managing complex enterprise client relationships with multiple product solutions
Preferred: Demonstrated success driving product adoption, revenue expansion, and subscription renewals

Benefits

Comp & perks

Remote work environment
Formal training and continuous self-directed learning
Opportunity to attend client meetings, conferences, and trade shows
Full-time employment