Sales Executive

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 scho