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