Heitmeyer Consulting

Compensation

Full Description

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.