• Own and manage a book of ~70+ financial institution accounts, serving as the primary point of contact across renewals, expansions, and ongoing engagement • Build and maintain trusted relationships with key customer stakeholders, understanding their compliance, risk, and operational priorities • Drive renewal execution end-to-end, including discovery, proposal development, pricing, contracting, and close, while maintaining ≥95% Net Revenue Retention • Identify and execute upsell and cross-sell opportunities within existing accounts to achieve individual quota targets • Ensure customers realize consistent value from TRM’s products by aligning solutions to customer workflows and evolving needs • Maintain accurate pipeline, renewal forecasts, and account health tracking in Salesforce and related tools • Respond rapidly to customer inquiries and requests (<3 business hours), balancing speed with high-quality, consultative engagement • Partner cross-functionally to resolve issues, surface customer feedback, and continuously improve the customer experience • Develop a base of satisfied customers who renew consistently, expand over time, and advocate for TRM