Sales Client Executive - Credit Unions - Remote

Overview

The Sales Client Executive will be responsible for generating revenue growth and managing important client relationships within the credit union sector, utilizing strong communication and sales skills to deliver solutions.

In Short

• Work in a remote position based in Southern California.
• Manage client relationships and generate revenue growth.
• Collaborate with different teams to solve issues and identify opportunities.
• Deliver formal sales presentations and proposals.
• Negotiate pricing contracts and agreements.
• Stay updated on industry trends and challenges.
• 5+ years of experience in financial services required.
• Experience in uncovering sales opportunities for complex solutions.
• Bachelor's degree required.
• Travel may be required.

Requirements

• 5+ years of financial services experience.
• Experience with risk management and growth demands in the credit union industry.
• Understanding of customer priorities and revenue expectations.
• Strong communication and collaboration skills.
• Ability to develop forecasts and manage a sales pipeline.
• Proven track record of achieving results.
• Willingness to learn and develop skills.
• Ability to build trust with clients and teammates.
• Experience in delivering complex solutions.
• Ability to express the voice of the customer.

Benefits

• Great compensation package and bonus plan.
• Core benefits including medical, dental, and vision.
• Fully remote work environment.
• Flexible time off including vacation and sick leave.
• Recognition for diversity, equity, and inclusion initiatives.