Sales Client Executive - Credit Unions - Remote

Overview

The Sales Client Executive is responsible for generating revenue growth and managing relationships with Credit Union clients, utilizing data, software, and analytics to enhance business outcomes.

In Short

• Develop and manage client relationships in a named account environment.
• Generate revenue growth through sales strategies and solutions.
• Collaborate with internal teams to solve client issues.
• Present formal sales proposals and negotiate contracts.
• Stay updated with industry trends and customer needs.
• 5+ years of experience in financial services required.
• Strong communication skills are essential.
• Travel may be required for client meetings.
• Flexible work environment with remote options available.
• Great compensation and benefits package.

Requirements

• Bachelor's degree required.
• Experience in selling complex solutions in financial services.
• Understanding of risk management in the credit union industry.
• Ability to uncover sales opportunities effectively.
• Strong negotiation and presentation skills.
• Accountability and trust-building with clients.
• Ability to work collaboratively across teams.
• Experience in developing sales forecasts and managing pipelines.
• Proven track record of achieving sales results.
• Willingness to travel as needed.

Benefits

• Competitive compensation package and bonus plan.
• Core benefits including medical, dental, and vision.
• Flexible work environment with remote and hybrid options.
• Flexible time off including vacation and holidays.
• Opportunities for professional development and growth.