About the Role

As an Account Executive, you will play a pivotal role in nurturing and expanding relationships within an existing client base, primarily focusing on the financial services and consumer lending industries. Your primary objective is to help customers realize the full potential of SBT’s messaging solutions by identifying new use cases, collaborating on solutions, and ensuring consistent engagement and satisfaction. This role requires a consultative approach, strong relationship-building skills, and the ability to identify growth opportunities within accounts.

Position Objectives

• Client Relationship Management: Serve as the primary point of contact for a portfolio of existing clients, focusing on strengthening relationships and increasing customer satisfaction.
• Consultative Selling: Work closely with clients to understand their strategic goals and business vision, exploring how SBT’s solutions can drive meaningful outcomes within their organizations.
• Identify Growth Opportunities: Develop a deep understanding of each client's business to identify potential expansion opportunities and additional use cases for SBT’s solutions, including upselling and cross-selling where appropriate.
• Collaborate Across Teams: Partner with internal teams (Customer Success, Product, Engineering) to ensure a seamless client experience and resolve any product-related inquiries or issues.
• Industry Knowledge & Expertise: Stay informed about industry trends and competitors, particularly in communication platforms (call center solutions, email systems, etc.), to position SBT’s texting solution effectively.
• Pipeline Management: Manage forecasting and account activity in Salesforce to
• ensure accurate and up-to-date account information, enabling data-driven decision-making and revenue forecasting. • Customer Advocacy: Act as an advocate for the customer’s needs within SBT, providing insights to drive product enhancements and service improvements.

Qualifications

• 6+ years of account management or sales experience in SaaS, ideally with exposure to financial services, consumer finance, auto finance, or banking.
• Experience working with communication platforms (e.g., call center, SMS, email solutions) is highly valued.
• Demonstrated success in managing and expanding customer accounts, particularly within a software or technology environment.
• Excellent communication skills with the ability to establish trust and build lasting client relationships.
• Knowledge of the Challenger Sales approach, or comparable sales methodologies, is a plus, enhancing consultative selling capabilities and the ability to tailor solutions to client needs.
• Consultative selling skills and the ability to guide clients in recognizing the potential value of SBT’s solutions.
• Strong organizational and time-management abilities, with experience using Salesforce or similar CRM systems.
• A collaborative mindset with the ability to work cross-functionally.

Preferred Skills & Qualifications

• Experience in selling or supporting enterprise communication solutions.
• Familiarity with SMS/Text solutions, though not required, is advantageous.
• Knowledge of the ARM industry or previous exposure to payments technology is beneficial but not essential.
• General Duties and Expectations:
• Adhere to SBT’s Code of Conduct and promote a professional image in all client interactions.
• Maintain effective relationships with internal and external stakeholders.
• Travel up to 25% as needed for client meetings or conferences.

About Solutions by Text

Solutions by Text (SBT) was founded with the mission to deliver impactful conversational messaging and convenient payment solutions. Built on wireless carrier industry best practices, SBT is the only compliance-first provider of enterprise texting solutions in the market. More than 1,400 consumer finance organizations, including leading brands in auto finance, banking and lending, trust SBT to ensure convenient, effective, and compliant relationships with their millions of consumers. SBT is headquartered in Dallas, TX with remote teams and offices throughout the United States. For more information, visit https://solutionsbytext.com/.

Game-changing Technology Built for Growth

Solutions By Text (SBT) is changing the way highly regulated businesses engage, interact and transact with customers via their mobile devices. Since adding its first customer, SBT has quickly become the leading text provider to consumer finance companies and various other regulated industries. Recognized as part of the Inc. 5000 fastest growing companies as well as Best Places to Work, SBT continues to evolve and expand through the addition of great employees who desire an exciting, collaborative culture.

Solutions By Text is committed to promoting the values of diversity and inclusion throughout the business. Whether it is through recruitment, retention, career progression or training and development, we are committed to improving opportunities for people regardless of their background or circumstances.