Apply📍 United States
💸 121350.0 - 170050.0 USD per year
🔍 Financial Services
- Bachelor’s Degree
- 7 years’ of direct B2B sales experience with a proven track record of meeting and exceeding sales targets
- Experience selling into the Financial Services industry.
- Industry experience and customer contacts; build or elevate brand presence in the specialty lending industry (e.g., on boards, relationships with associations)
- Experience using Salesforce.com as CRM.
- Strong interpersonal skills with an emphasis on relationship building
- Cross-sell offerings across platforms with support from additional sales teams
- Apply consultative selling approach to identify and recommend products to fit customer needs
- Accomplished negotiation skills and able to navigate complex purchasing processes
- Drive, conscientiousness, and perseverance to conduct outbound sales contacts daily.
- Communicate effectively in both face-to-face and virtual selling environments with senior executive stakeholders
- Sales experience and understanding of the lead-to-order process within lending or compliance industries
- Team effectively with other internal teams including Technical Sales, Customer Success, Sales Support, Finance, and Legal stakeholders
- Passion and ability to learn new CS offerings quickly
- Highly goal oriented, focused on achieving / exceeding expected results
- Stay organized and manage multiple priorities at once across multiple customer accounts
- Develop a strong understanding of the needs of accounts and create account plans for how to meet those demands
- Manage relationships and serve as trusted advisor to (senior executive) stakeholders at existing customers and develop new relationships with potential customer stakeholders
- Develop, maintain, and apply consultative knowledge of CS products to identify products best-fit to meet customer needs; collaborate with the Technical Sales team for deep knowledge and technical understanding
- Effectively prioritize and respond to inbound leads or customer requests for information
- Leverage SFDC data and collaboration with other sales team members to identify, pursue, and close opportunities to cross-sell at existing customers, or create business with new customers; Support Customer Success on renewals or up-sells, as needed
- Maintain a clean and accurate pipeline in CRM
- Understand and articulate value propositions of CS offerings; collaborate with product managers or Technical Sales as needed to source deep technical expertise
- Adhere to defined sales methodology and sales processes including steps to configure, price, quote products and services, draft, negotiate and close contracts
- Deliver against individual quotas
- Support product road mapping by sharing customer insights that help shape the prioritization of key product enhancements
- Work with Technical Sales, Customer Success, and Sales Support to identify, pursue, and close opportunities for Compliance Solutions products at customer accounts; build internal relationships and develop collaborative team among these functions to effectively serve assigned book of accounts
- Assist Service with escalated customer issues, as needed (e.g., payment, supply issues)
- Develop knowledge of industry specific trends, regulations, and associations to elevate industry expertise or brand presence
SalesforceCommunication SkillsRESTful APIsComplianceRelationship buildingAccount ManagementNegotiation skillsSales experienceCRMFinancial analysisCustomer Success
Posted 11 days ago
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