SALARY RANGE
$80,000 - $90,000 (Opportunities to earn incentive/commission pay as well)
POSITION LOCATION
This position is eligible for a hybrid work arrangement. Currently 5 days of on-site work per month are required.
POSITION PURPOSE
This position will be responsible for acquiring new business. This position will play an active role in driving sales via a client centric approach for our credit union solutions, digital solutions and our newly established consulting division. A vast knowledge base of the company’s history, strategic goals and future direction will be expected.
DUTIES & RESPONSIBILITIES
- Proactively identify and generate new business leads within the consulting division through outreach, networking, cold calling, and online prospecting.
- Assist in development and execute targeted lead-generation strategies to grow the consulting division’s client base.
- Qualify and convert leads into new business opportunities for the consulting division.
- Establishing and maintaining strong relationships with clients and prospects, acting as a point of contact and building trust.
- Actively listening to and understanding customer needs, pain points, and requirements.
- Effectively presenting products or services, highlighting their value proposition and benefits to meet customer needs.
- Addresses client inquiries, resolving issues, and ensuring a positive client experience.
- Proactively identify and qualify credit union core and digital opportunities.
- Provide company overview both onsite, as well as via Webex.
- Coordinate onsite and web presentations for prospective clients.
- Participate, host, and at times, present during product demonstrations.
- Participate in tradeshows, city tours, company-sponsored events, and promotions.
- Participate in client “kick-off” and conversion process.
- Update pipeline statistics and communications.
- Meeting and exceeding sales targets and quotas, contributing to the organization's revenue growth.
- Assist with answering Request for Proposal (RFP’s) and Request for Information (RFI’s) for prospective clients.
- Negotiating terms and conditions, closing sales, and ensuring client satisfaction.
- Responsible for maintaining due diligence packet for client prospects.
- Provide ongoing support throughout the conversion process.
- Aide in legal contract reviews.
- Construct proposals for prospective clients.
- Proof and finalize contract terms.
- Aide in company-wide prospect background meetings.
- Keeps accurate records of client interactions, sales activities, and performance data.
- Keeps up to date with industry trends, competitor activities, and product knowledge.
- Identifies areas for improvement, growth, and efficiencies.
- Works well with other departments within the organization to ensure client satisfaction.
- Ensures that all area activities are conducted safely.
- Oversees special projects as requested.
- Keeps work area clean, secure, and well maintained.
- Promotes goodwill and conveys a positive image of the company.
EDUCATION & EXPERIENCE REQUIREMENTS
- High school diploma or GED required.
- Bachelor’s degree in business or a related field strongly preferred
- Five or more (5+) years of sales experience preferred.
- Familiarity with CRM and marketing automation software preferred.
REQUIRED KNOWLEDGE
- Understanding of financial technology solutions.
- Understanding of related industry regulations.
- Ability to use Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and other software, as applicable.
- Knowledge of CRM software.
WORKING CONDITIONS
- No hazardous or significantly unpleasant conditions (such as in a typical office).
- Occasional overnight travel.
- Long duration of computer workstation usage.
INTENT AND FUNCTION OF JOB DESCRIPTIONS
Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions. Well-constructed job descriptions are an integral part of any effective compensation system.
All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate.
In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.
