Account Manager – Talent & Solutions

Heitmeyer is building a different kind of partner for banks, credit unions, and financial institutions one that blends embedded talent with outcome-driven consulting solutions.

As an Account Manager, you’ll own a portfolio of financial services clients and be responsible for growing revenue across both sides of our business:

• Embedded Talent – high-caliber consultants integrated into client teams
• Solutions & Consulting – defined initiatives, projects, and transformation work

This is not a transactional staffing role. You are the strategic driver of the account: understanding how clients prioritize work, fund initiatives, and decide when to bring in external partners — then positioning Heitmeyer to be their first call.

Key Responsibilities

Client & Portfolio Ownership

• Own a portfolio of financial services accounts (banks, credit unions, fintechs, insurers) with clear growth targets.
• Build and maintain executive-level and director-level relationships across technology, operations, product, and business lines.
• Develop account plans that identify growth opportunities for both embedded talent and solutions.

Pipeline Generation & Growth

• Proactively build and manage a full sales pipeline: target lists, outreach campaigns, referrals, and warm paths.
• Qualify and shape opportunities around client priorities, funding cycles, and constraints (budget, headcount, risk).
• Partner with recruiting and practice leaders to align demand, capacity, and delivery feasibility.

Value-Based Selling & Challenger Mindset

• Lead conversations that start with business outcomes, not resumes or rate cards.
• Diagnose client problems, quantify value, and co-create compelling solution options (talent, solutions, or hybrid).
• Challenge legacy thinking including “just send me resumes” staffing behavior and bloated, misaligned consulting models.
• Clearly articulate the trade-offs between staffing, embedded expertise, and structured consulting and guide clients to the best fit.

Executive Navigation & Deal Strategy

• Navigate complex stakeholder maps: decision makers, influencers, blockers, procurement, and partners.
• Run disciplined sales cycles: discovery, alignment, proposal, business case, objection handling, and close.
• Collaborate with Heitmeyer practice leads to shape proposals, SOWs, and solution narratives that resonate with executives.

Partner & Ecosystem Awareness

• Understand how clients use core vendors, SIs, fintech partners, and internal teams and where Heitmeyer should plug in.
• Position Heitmeyer as a complement, not a commodity: filling gaps in execution, capacity, or expertise.

What You Bring

Experience & Domain Knowledge

• 5–10 years in account management, sales, or client leadership roles in financial services (banking, credit union, fintech, or insurance).
• Proven track record selling staffing/consulting/solutions into CIO, CTO, COO, CDO, or line-of-business leaders.
• Strong understanding of how banks and financial institutions:
• Prioritize initiatives and build roadmaps
• Fund work (CapEx vs OpEx, project funding, annual planning)
• Decide when and how to use partners

Mindset & Attributes

• Curiosity: Asks sharp questions, digs into how things actually work, and learns the client’s business, not just their org chart.
• Discipline: Operates a tight sales process clean pipeline, consistent follow-up, and clear next steps on every opportunity.
• Challenger Mentality: Comfortable pushing back, reframing problems, and leading clients toward better models of getting work done.
• Value Orientation: Thinks in terms of outcomes, impact, and ROI not just hours, rates, or markups.
• Comfort with Ambiguity: Can turn loosely defined needs into structured opportunities and SOWs.

Skills

• Strong executive presence and ability to lead strategic conversations in-person and virtually.
• Excellent written and verbal communication; can translate complex delivery capability into clear, compelling client narratives.
• Proficiency with CRM tools, pipeline management, and account planning.

How We’ll Measure Success

• Revenue Growth: Year-over-year growth in your book across embedded talent and solutions.
• Pipeline Health: Qualified opportunities, coverage ratios, and conversion rates by stage.
• Client Expansion: New buying centers, cross-sell/upsell deals, and multi-year/strategic engagements.
• Relationship Depth: Strength and breadth of relationships at executive and operational levels.
• Quality of Opportunities: Alignment to Heitmeyer’s strengths, margin profile, and delivery success.