Business Development Executive ADB

Job Description – Business Development Executive

Division / Department: Sales
Reports to (position): Director of Sales
Level / Grade: Individual Contributor
Location: Assigned territory (Northeast Region)
Employment Type: Full Time, Exempt
Work Conditions: Remote
Travel: Up to 40%
Telecommute: This is a remote position performing work in assigned territory
Minimum Educational Req: Four-year college degree in the area of Business Administration, Sales, Marketing or related field, or equivalent combination of education and experience
Years of Experience: 5-7 years in sales and/or channel sales.

Position Summary:
The Business Development Executive is responsible for all activities related to increasing revenue growth within their assigned geographic territory. Revenue generation will come from the management of an existing account base of clients, development of new client relationships, and through targeted marketing initiatives to drive awareness of AD Banker as the leading education provider in the financial services industry. This position will work with management level decision makers and influencers and must exhibit a high level of industry knowledge within the various sales channels. The Business Development Executive must be excellent at building and sustaining relationships to drive and sustain strategic sales and marketing processes through the client base to meet business objectives.

Essential Functions / Job Responsibilities:
Achieve sales quota and assigned strategic objectives; represent the entire range of company products and services to increase sales revenue and market share. Substantial prospecting for new opportunities both within the existing client base and prospective targets is essential. This includes identifying target potential through its size, product needs, and buying cycles.
• Manage CRM and sales funnel principles effectively to maintain organization and consistency, ensuring awareness of all key opportunities.
• Develop and implement strategic account proposals and presentations that creatively and accurately articulate the various programs offered by AD Banker.
• Exhibit, attend and present at events/meetings held and managed by partners, industry leaders, and prospective clients to drive overall sales strategies and to build awareness and engagement of AD Banker brand and products to increase revenue.
• Develop a working knowledge of competitive products, programs, and pricing structures; analyze sales and industry trends and make appropriate recommendations to internal stakeholders to ensure long-range planning needs are met and relationships are established.

Minimum Requirements:
• Proven experience in creating (prospecting, selling, closing, managing) strategic client relationships.
• Experience in working with key decision makers and industry influencers resulting in successful channel penetration and increased market share.
• Experience developing and implementing sales and service processes and supporting metrics through sales data collection and analysis
• Proven effectiveness of establishing and maintaining strong relationships resulting in collaborative strategies to drive growth
• Experience in, and working knowledge of, financial services industry needs and trends preferred but not required

Skills Required:
• Ability to influence and persuade others to achieve desired outcomes
• Strong analytic, problem solving, and negotiation skills
• Excellent oral and written communication and presentation skills
• Excellent organizational, planning, and prioritization skills
• Excellent interpersonal and relationship-building skills. Feels at home visiting clients on a daily basis
• Ability to work with minimal supervision and excellent attention to detail


Technical Skills Required:
• Proficiency in MS Office Suite of products (MS Word, Excel, PowerPoint)
• Experience with Salesforce or similar CRM Software
• Experience with video conferencing (Zoom, GoToMeeting, etc.) and general A/V knowledge to effectively present to clients on site
• Comfortable with learning and adapting to new technologies

Supervisory Responsibility:
This position does not supervise the work of others.

Internal and external interaction:
This position interacts with peers both in and out of department and their immediate manager on a regular basis. They interact with customers directly in daily interactions as well as escalation or support situations in a defined geographical area. They may interact with managers in other departments and vendors.

Physical Requirements:
The physical demands of this position are representative of those that must be met by an employee to successfully perform essential functions of this job. Reasonable ac