{"schemaVersion":"jobsearcher.job.v1","id":"2cbda58da10ed8f8fb2f799c","url":"https://jobsearcher.com/jobs/2cbda58da10ed8f8fb2f799c","canonicalUrl":"https://jobsearcher.com/jobs/2cbda58da10ed8f8fb2f799c","title":"Client Executive","description":"About defi SOLUTIONS:\n\ndefi SOLUTIONS partners with captives, banks, credit unions, and finance companies of all types and sizes to allow lenders to focus and transform their operations. The company's comprehensive suite of originations, servicing, and analytics solutions together with technology-enabled services creates a flexible, configurable, and scalable platform that addresses lenders and borrowers’ ever-evolving needs.\n\nAbout the Role:\n\nThe Client Executive assumes the leadership role in managing defi SOLUTIONS business relationships with a portfolio of clients from a strategic and consultative perspective. Serving as the primary contact for the client’s executive and/ or senior level managers, the Client Executive is responsible for managing and growing the overall relationship with key senior-level decision makers and influencers at assigned clients to create customer loyalty and increase revenues. The Client Executive will leverage our solutions to maximize client’s growth and profitability, utilizing various company resources to ensure client satisfaction, retention, and increased profitability for defi SOLUTIONS.\n\nEssential Job Responsibilities:\n\nReasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.\n\nManage the defi customer experience and relationship for assigned clients.\nCoordinate all efforts internally on behalf of the client to resolve concerns, answer questions, complete requests – ensuring the right resources are engaged timely to best serve the client.\nReview client configuration and business processes and make recommendations that maximize the potential of defi products.\nMeet with clients regularly to discuss strategic initiatives and brainstorm on how defi can help them achieve their goals.\nIdentify opportunities proactively to improve client product experiences and follow internal processes to execute ideas.\nMake recommendations on product improvements that would improve client satisfaction• Serve as the primary relationship manager for assigned clients.\nFollow escalations processes to ensure client concerns are addressed timely.\nCommunicate roadblocks to leadership that might hinder client satisfaction or client success.\nServe as the front line of communication for assigned clients by receiving all initial client inquiries and facilitating coordination as needed to serve clients successfully.\nEducate clients on defi product features including how to configure, test and implement.\nMonitor and analyze client dashboard metrics and data.\nCoordinate resolution to client concerns identified through dashboard/metric data analysis.\nEncourage feature adoptions that align with client needs to maximize success potential.\n\nPlease note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.\n\nRequired Qualifications:\n\nBachelor's Degree or equivalent experience\n5+ years’ experience in lending, financial services, and/or SaaS companies\nProficiency in working with Microsoft tools: Word, Excel, PowerPoint, and Outlook.\nAbility to manage influence through persuasion, negotiation, and consensus building\nStrong empathy for customers AND passion for revenue and growth\nAnalytical and process-oriented mindset\nDemonstrated desire for continuous learning and improvement\nEnthusiastic and creative team member with the ability to inspire others\nCommunication and presentation skills\nFlexible during times of change\nTeam player able to effectively interact with colleagues and business partners across the company\n\nPreferred Qualifications:\n\nBBA or related degree/experience\nProject Management or Client Success Manager or Service Management experience\n\nTravel required:\n\nUp to 10% travel\n\nAffirmative Action/EEO statement:\n\ndefi SOLUTIONS is an Equal Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.","company":"Defisolution","rawCompany":"defisolution","city":"Westlake","state":"TX","isRemote":false,"isActive":false,"createdAt":"2026-11-06T10:50:03.430Z","occupations":[{"code":"13-2072.00","title":"Loan Officers","slug":"loan-officers"},{"code":"41-3091.00","title":"Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel","slug":"sales-representatives-of-services-except-advertising-insurance-financial-services-and-travel"},{"code":"13-2041.00","title":"Credit Analysts","slug":"credit-analysts"}],"industries":[{"code":"522291","title":"Consumer Lending","slug":"consumer-lending"},{"code":"522390","title":"Other Activities Related to Credit Intermediation","slug":"other-activities-related-to-credit-intermediation"},{"code":"522299","title":"International, Secondary Market, and All Other Nondepository Credit Intermediation","slug":"international-secondary-market-and-all-other-nondepository-credit-intermediation"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Client Executive","description":"About defi SOLUTIONS:\n\ndefi SOLUTIONS partners with captives, banks, credit unions, and finance companies of all types and sizes to allow lenders to focus and transform their operations. The company's comprehensive suite of originations, servicing, and analytics solutions together with technology-enabled services creates a flexible, configurable, and scalable platform that addresses lenders and borrowers’ ever-evolving needs.\n\nAbout the Role:\n\nThe Client Executive assumes the leadership role in managing defi SOLUTIONS business relationships with a portfolio of clients from a strategic and consultative perspective. Serving as the primary contact for the client’s executive and/ or senior level managers, the Client Executive is responsible for managing and growing the overall relationship with key senior-level decision makers and influencers at assigned clients to create customer loyalty and increase revenues. The Client Executive will leverage our solutions to maximize client’s growth and profitability, utilizing various company resources to ensure client satisfaction, retention, and increased profitability for defi SOLUTIONS.\n\nEssential Job Responsibilities:\n\nReasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.\n\nManage the defi customer experience and relationship for assigned clients.\nCoordinate all efforts internally on behalf of the client to resolve concerns, answer questions, complete requests – ensuring the right resources are engaged timely to best serve the client.\nReview client configuration and business processes and make recommendations that maximize the potential of defi products.\nMeet with clients regularly to discuss strategic initiatives and brainstorm on how defi can help them achieve their goals.\nIdentify opportunities proactively to improve client product experiences and follow internal processes to execute ideas.\nMake recommendations on product improvements that would improve client satisfaction• Serve as the primary relationship manager for assigned clients.\nFollow escalations processes to ensure client concerns are addressed timely.\nCommunicate roadblocks to leadership that might hinder client satisfaction or client success.\nServe as the front line of communication for assigned clients by receiving all initial client inquiries and facilitating coordination as needed to serve clients successfully.\nEducate clients on defi product features including how to configure, test and implement.\nMonitor and analyze client dashboard metrics and data.\nCoordinate resolution to client concerns identified through dashboard/metric data analysis.\nEncourage feature adoptions that align with client needs to maximize success potential.\n\nPlease note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.\n\nRequired Qualifications:\n\nBachelor's Degree or equivalent experience\n5+ years’ experience in lending, financial services, and/or SaaS companies\nProficiency in working with Microsoft tools: Word, Excel, PowerPoint, and Outlook.\nAbility to manage influence through persuasion, negotiation, and consensus building\nStrong empathy for customers AND passion for revenue and growth\nAnalytical and process-oriented mindset\nDemonstrated desire for continuous learning and improvement\nEnthusiastic and creative team member with the ability to inspire others\nCommunication and presentation skills\nFlexible during times of change\nTeam player able to effectively interact with colleagues and business partners across the company\n\nPreferred Qualifications:\n\nBBA or related degree/experience\nProject Management or Client Success Manager or Service Management experience\n\nTravel required:\n\nUp to 10% travel\n\nAffirmative Action/EEO statement:\n\ndefi SOLUTIONS is an Equal Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.","datePosted":"2026-11-06T10:50:03.430Z","dateModified":"2026-11-06T10:50:03.430Z","hiringOrganization":{"@type":"Organization","name":"Defisolution","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Westlake","addressRegion":"TX","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"2cbda58da10ed8f8fb2f799c"},"url":"https://jobsearcher.com/jobs/2cbda58da10ed8f8fb2f799c"}}