Requirement: Immediate

We are looking for an experienced Sales Executive with extensive credit union industry experience

Functional Responsibilities:

• Sales Goals & Metrics
  • Meet or exceed sales goals
  • Prepare weekly, monthly, trimesterly sales quota reports on individual performance
  • Schedule & host demo calls (virtual/onsite as appropriate) with prospects and MQLs

• Process
  • Engage, follow up, schedule discovery calls, evaluate needs assessment, demo and product presentations all according to the sales process. 
  • Submit proposals and vendor due diligence packages
  • Negotiate contracts including pricing negotiations
  • Facilitate Non-Disclosure Agreements and Service Agreements.

• Team (Internal/External)
  • Coordinate sales efforts and lead follow up with marketing programs
  • Collaborate successfully with Customer Success for positive new client handoff/transition
  • Engage with CU League/Association & Channel partners on opportunities
  • Participate in virtual and in-person CU industry events

Qualification, Skills, Experience 

• Qualification
  • Higher education achievement in any field (bachelor’s degree a plus)

• Skills
  • Professional writing and spoken communicator – produces high quality work
  • High energy, strong work ethic
  • Ability to quickly adjust according to need
  • Must have a valid driver’s license

• Experience
  • Proven track record of success and quota attainment
  • Minimum 5+ years of enterprise software sales experience
  • Working experience with workforce communication and office tools – Zoom, Skype, Salesforce, Slack, Whatsapp, MSOffice, Google Docs
  • Experience selling SaaS solutions (Text messaging, chat, omnichannel a plus)
  • Consultative sales skills
  • Accountable and self driven (takes responsibility for actions & results)
  • Experience working with Financial Services, Banking, or Credit Unions
  • Knowledge of Core Banking and Loan Origination software systems
  • Experience with software presentations and demos
  • Professional writing and spoken communicator – produces high quality work
  • High energy, strong work ethic
  • Ability to quickly adjust according to need
  • Must have a valid driver’s license