Client Executive - FS/Banking
$131.2k - $199.9kPegasystems Inc
Client Executive - FS/Banking
Job Category: Sales
Location: US - Massachusetts - Remote | US - New York - Remote | US - North Carolina - Remote | US - Pennsylvania - Remote
Meet Our Team:
Pegasystems is a global leader in enterprise workflow automation and decisioning. Our Client Executives drive strategic, high value engagements with C-suite leaders and influence sales strategy, talent development, and product direction.
Picture Yourself at Pega:
You’ll lead the most complex enterprise opportunities, advising FS/Banking C-level executives on digital transformation while shaping industry conversations through thought leadership. You’ll drive Pega’s more strategic client transformation initiatives, build executive networks, and lead prospecting strategy—owning the full sales cycle from pipeline creation to close.
What You'll Do at Pega:
• Lead high value, complex enterprise sales cycles helping advise C-suite leaders on digital transformation
• Drive AI and ecosystem thought leadership while providing market intelligence to influence product strategy
• Demonstrate hunting ability working within strategic FS/Banking accounts to open up new business and build off existing footprints
• Represent Pega at key industry events
• Lead client change management efforts to shape sales methodology and prospecting best practices
• Build C-level networks and inbound thought leadership
• Partner with marketing on demand generation initiatives and leverage ecosystem partners for enterprise referrals and co-selling
Who You Are:
A proven leader in enterprise software, AI and digital transformation, skilled in consultative selling, executive relationship building, complex change management, and ecosystem orchestration. You thrive in strategic, insight driven C-suite engagement and enterprise prospecting.
What You've Accomplished:
5-10+ years enterprise software sales experience
Strong success hunting within complex, strategic accounts, and a track record of successfully bringing in new logos
Recognized thought leadership (speaking, content, awards)
FS/Banking experience strongly preferred
Trusted advisor to C-level executives
Influence on product direction through client feedback
Leadership of major client transformation initiatives
Pega Offers You:
• Market leading Forrester and Gartner technology and referenceable clients
• A high impact, collaborative sales environment
• Executive visibility and influence on strategic accounts
• Competitive base, uncapped commission with aggressive accelerators, and equity
• Comprehensive benefits that support work life balance
#LI-NM1
Additional Information
Base salary range for this role is 131,200 - 199,900 USD annually. This role may also be eligible for annual bonus OR commission, as well as benefits and other incentives.
The final compensation will be determined during the offer process based on the candidate's education, experience, skills, and qualifications, as well as market conditions and may vary from the posted range. We will share an information on benefits, bonus/commission, and other pay components for this role at the relevant recruitment stage.
Job ID: 23726
AI in Action – Responsible Use of AI in Recruitment
Pega embraces the responsible use of artificial intelligence (AI) to improve efficiency, consistency, and fairness across our business. We encourage thoughtful and ethical adoption of AI technologies that support people—not replace them. We may use AI‑enabled tools in our recruitment process. These tools are designed to assist us by providing insights and operational support.
All hiring decisions are made based on human review and judgment. You may have the right to request human review, provide additional information, or raise questions about how such tools are used.
Culture
At Pegasystems, we foster an environment where people feel valued and empowered to contribute their best. With global clients across industries and regions, we know our success depends on the unique perspectives, experiences, and talents of our people. Ours is a workplace where everyone can grow, collaborate, and deliver meaningful outcomes.
We encourage candidates from all backgrounds and experiences and focus on the core competencies and mindset needed to thrive in a role.
As an Equal Opportunity employer, Pegasystems will not discriminate in its employment practices due to an applicant's race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, veteran or disability status, or any other category protected by law.
Export Compliance
For positions requiring access to technical data subject to export control regulations such as this, Pegasystems may need to obtain export license approval from the U.S. Government and EU Authorities for certain individuals.
Accommodations
If you require reasonable accommodations under the Americans with Disabilities Act (US only) or comparable regional regulations in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process,or contact (US only) 1-888-PEGA-NOW and/or 225 Wyman Street Waltham, MA 02451 ATTN: Benefits.
Ready to build a Blueprint?
Choose the reinvention engine for your needs.
For workflows & app design
Reimagine your processes and turn any workflow into a build-ready
application with confidence.
For marketing & CX strategy design
Visualize customer journeys and engagement strategies across all
touchpoints and activate them.
It is Pega's policy to engage, recruit, hire, promote, train, discipline, and compensate in all job classifications, without regard to race, color, sex, religion, national origin, age, disability, sexual orientation, gender identity, veteran status, or any other category protected by law.
$103.1k - $188.9k
...industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset... ...Working with people from all backgrounds, from executives and entrepreneurs to investors and families...SuggestedPrivate practiceSummer holidayLocal areaFlexible hours- ...Citizens is seeking a Relationship Manager in West Conshohocken, PA, focusing on client relationships for small business banking. You will collaborate across banking, lending, and investing to help clients achieve their financial goals. This role demands strong communication...Suggested
$143.1k - $238.5k
...Commercial And Industrial Banking Opportunity Our values define us and our culture inspires... ...developing and managing new and existing client relationships with businesses with... ...approval process, document the loan and execute the closing. Remain close to customer...SuggestedFull timeTemporary workWork experience placementLocal areaWork visaFlexible hours- ...FIRSTRUST BANK Recognizes the leader in you As one of the region's foremost community banking institutions, we take pride in... ...Hybrid Position* As a Relationship Manager, you will own the client experience for commercial prospects, clients, and centers of influence...SuggestedWork at officeLocal area
$111.44k - $183.08k
...Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures... ...to recommend collection strategies to management and then execute that strategy. Maintain regular contact with borrower(s) and/or...SuggestedWork at officeLocal areaFlexible hours- ...Firstrust Bank Recognizes the Leader in You As one of the region's foremost community banking institutions, we take pride in fostering... ..., workflows, and service levels Manage daily workforce execution, including call volume distribution, coverage balancing, and...Local area
- ...of property budgets and projections • Interact with internal management, internal investment team, internal property managers, banking institutions, investors, lenders, JV partners, external tax and legal advisors, and auditors as necessary • Participate in...Work at office
- ...FIRSTRUST BANK Recognizes the leader in you As one of the region's foremost community banking institutions, we take pride in fostering leadership. As a Firstrust employee, your growth is our growth. For you, that means great benefits, performance...Local area
- ...WSFS Bank is seeking a Business Banking Relationship Manager to manage and grow relationships with small-to-medium-sized businesses.... ...expert financial advice and customized banking solutions to enhance clients' financial goals. The ideal candidate will possess strong...
$111.44k - $183.08k
...Business Banking Relationship Manager At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure... ...non-credit products to support the financial goals of business clients. The Business Banker is responsible for end-to-end relationship...Flexible hours$63.75k - $127.5k
...company’s success. As an Account Manager within PNC's Affiliated Banking - Financial Wellness Solutions organization, you will be based... ...employees. As an Account Manager, you will work directly with clients to design, implement, and advance financial wellness programs that...Full timeContract workTemporary workPart timeWork experience placementWork at office$111.44k - $183.08k
Business Banking Relationship Manager At WSFS Bank, the Business Banking Relationship Manager manages and grows relationships with small... ...-credit products that support the financial goals of business clients. Responsibilities Actively identify and pursue new business...Visa sponsorshipWork visaFlexible hours- ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection... ...We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great...Work experience placementWork at officeLocal areaShift workDay shift
- ...manufacturers. It offers a range of products and services to meet the financial needs of its clients from retail lending, captive financing, and floorplan products to cash management, private banking, and payment processing. As a Dealer Relationship Manager (DRM) in Auto...Local area
$190k - $300k
...Grant Thornton is seeking an Advisory Director Client Relationship Executive - Transformation to join the team. Approved office locations can be found below. Job Description: Grant Thornton is seeking an Advisory Director Client Relationship Executive (CRE) to accelerate...InternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week- ...Citizens Bank is hiring a Relationship Manager in West Conshohocken, PA to manage a portfolio of small business clients. This role requires deep understanding of customer needs and providing tailored solutions while leveraging business banking products. The ideal candidate...
- ...Account Executive RTM Business Group Remote in CA, FL, TX, PA, GA, OH, IN, SC, MA... ...EdTech, Healthcare, Government, Medical and Banking sectors. We partner with Fortune 1000... ...Act as main point of contact for the client, draft and deliver proposals Onsite account...Full timeLocal areaRemote workWork from homeFlexible hours
- ...cash management, merchant and wealth management services) in order to enhance existing business relationships and contribute to the bank's profit and growth objectives. Develop and administer a portfolio of commercial loans that meet or exceed the bank's credit quality...Work at office
- ...innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen... ...relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term...Temporary workWork at officeLocal area
- ...diverse loan portfolio. Candidates should hold a Bachelor’s degree and have at least 10 years of relevant experience. This position offers a competitive salary package, health benefits, and is based in a collaborative office environment. #J-18808-Ljbffr Provident BankWork at office
$123.9k - $203.6k
Provident Bank seeks a Credit Risk Evaluator to manage complex loan requests and enhance customer relationships in Plymouth Meeting, PA. This role requires a strong financial background and proven business development skills. The position values commitment to community...- ...Fargo is seeking a Senior Lead Commercial Banking Portfolio Manager to support its Middle... ...commercial banking investor real estate clients. Serves as a key member of a client’s... ...customers and company. They are accountable for execution of all applicable risk programs (Credit,...Full timeWork experience placement
$30.01 - $37.52 per hour
...Relationship Manager, Bank & Broker-Dealer Annuity Distribution The Relationship Manager, Bank & Broker-Dealer Annuity Distribution... ...'s annuity business by serving as a primary relationship and execution partner to bank and broker-dealer distributors and the internal...Hourly payImmediate startFlexible hours$123.9k - $203.6k
...financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania and New York. Our longevity is a testament to our...Work at officeLocal areaFlexible hours- ...accuracy Assist with audit preparation, tax support, and external accounting relationships Monitor AP, AR, cash management, and banking activity Help improve financial systems, reporting visibility, and accounting workflows Support leadership with ad hoc...Full time
- ...audits and coordinate with external auditors, tax advisors, and banking partners. Assist with sales tax filings and other regulatory... .... Ability to balance strategic thinking with day-to-day execution. Proactive, resourceful, and solutions-focused. Strong sense...Work at office
- ...storage unit inspections to confirm inventory and availability helps make sure spaces are ready to rent Auditing cash drawers and making bank deposits are part of the daily business We help keep our customers current with payments and make reminder and collection calls...
$65k - $75k
...Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full... ...operations to implement best practices and enhance service delivery. Execute Partner and/or Advisor investment recommendations via trading...Full timeTemporary workWork experience placement- ...Horsham, PA 19044 | 40.1830578 | -75.143987546 Jefferson at Home by BAYADA has an immediate opening for a Client Service Manager in our Horsham, PA Home Health Office . If you are looking for an exciting career opportunity in a growing industry, a Client Service Manager...Work at officeLocal areaImmediate start
$60k - $65k
...best use your skills and talents. We are eager for your input, ideas, and inspiration.The Guest Experience Manager will supervise and execute all aspects of the museum floor operations with a primary focus on the ticketing and guest services functions. This customer-...Full timeWork at officeWeekend workAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Executive - FS/Banking. Be the first to apply!
- engagement manager Philadelphia, PA
- client relationship manager Philadelphia, PA
- client service manager Philadelphia, PA
- client executive Philadelphia, PA
- client engagement manager Philadelphia, PA
- client services coordinator Philadelphia, PA
- client services supervisor Philadelphia, PA
- member engagement manager Philadelphia, PA
- client manager Philadelphia, PA
- engagement director Philadelphia, PA

