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Lending Sales Leader - Southwest Region

Finastra
Virtual - US, United States, United StatesRemotefull_timeVerifiedPosted 6 Jun 2025

About the role

Who are we?


At Finastra, we are a dynamic global provider of open finance software solutions, dedicated to expanding access to financial services. Our innovative applications span Lending, Payments, Treasury and Capital Markets, and Universal Banking. Proudly serving over 8,000 customers, including 45 of the world's top 50 banks, we aim to boost financial inclusion for all. Join us and be part of a vibrant company that embraces diverse perspectives, and is committed to doing well by doing good.

Responsibilities & Deliverables:

Lead a team of inside sales people, and coach/mentor them to generate revenue by selling software solutions and services to existing and new clients within assigned territory/accounts.  Help the reps manage relationship with assigned client base to ensure retention and grow revenue.  This position will focus on the Finastra Lending and Mortgage suite of products in both bank and credit union markets that are smaller in asset size. Selling activities will be performed through Digital sales channels.

  • Develop constant 90 day plans for your team, and guide the reps to develop, execute, and manage their go to market plans.

  • Work as a player/coach on strategic opportunities, and assist to close business and to achieve or exceed assigned bookings/quota objectives.

  • Create and manage a strategic territory plan that includes activities for quota attainment for existing client base.

  • Analyze financial position and challenges of clients to determine sales approach.

  • Maintain sales forecasting and pipeline data in CRM

  • Present weekly, monthly, quarterly sales goals for your team.

  • Attract, recruit, and retain top talent.

  • Coordinate internal resources to ensure prompt, accurate, and professional delivery of sales, marketing, and proposal materials to clients.

  • Build and maintain relationship with client contacts to communicate strategic plans and status.

  • Serve as escalation coordinator for implementation, customer service, and product issues.

  • Develop and maintain relationships with industry/professional individuals and organizations.

  • Participate in user group meetings and trade shows as needed.

  • Stay abreast of current industry trends, competitors, and current/new company products and services.

  • Participate in training programs as directed by manager.

  • Other duties as assigned.

Required Skills and Experience:

  • 5+ years of sales management experience

  • Demonstrated track record of selling over the phone with a history of exceeding sales goals.

  • Experience in one or more of the following areas preferred:  Consumer Lending, Commercial Lending, Mortgage Lending, Branch Operations, SaaS, Software, Infrastructure, Cloud, or Hybrid Cloud.

  • Sales automation tool (Dynamics, SFDC, or comparable CRM) experience preferred.

We are proud to offer a range of incentives to our employees worldwide. These benefits are available to everyone, regardless of grade, and reflect the values we uphold:


·       Flexibility: Enjoy unlimited vacation, based on your location and business priorities. Hybrid working arrangements, and inclusive policies such as paid time off for voting, bereavement, and sick leave.

·       Well-being: Access confidential one-on-one therapy through our Employee Assistance Program, unlimited personalized coaching via our coaching app, and access to our Gather Groups for emotional and mental support.

·       Medical, life & disability insurance, retirement plan, lifestyle and other benefits*

·       ESG: Benefit from paid time off for volunteering and donation matching.

·       DEI: Participate in multiple DE&I groups for open involvement (e.g., Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, Women@Finastra).

·       Career Development: Access online learning and accredited courses through our Skills & Career Navigator tool.

·       Recognition: Be part of our global recognition program, Finastra Celebrates, and contribute to regular empl

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Finastra

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