Apply

Senior Business Development Manager (Financial Institutions) - LACA

Posted 7 days agoViewed

View full description

💎 Seniority level: Senior, 5+ years

📍 Location: USA

🔍 Industry: Financial Institutions

🏢 Company: Convera👥 1001-5000Financial ServicesPaymentsFinanceFinTech

🗣️ Languages: English, Spanish, Brazilian Portuguese

⏳ Experience: 5+ years

🪄 Skills: Business DevelopmentSalesforceCommunication SkillsMicrosoft ExcelRESTful APIsNegotiationMicrosoft Office SuiteMS OfficeAccount ManagementSales experienceMarket ResearchCRMFinancial analysisEnglish communication

Requirements:
  • 5+ years of enterprise sales experience focused on Financial Institutions
  • Fluent in: English (oral and written - as most internal communication is in English), Spanish (oral and written) and Brazilian Portuguese to communicate with customers
  • Extensive sales experience within a global organization with a network of senior contacts in the Financial Services sector
  • Proven ability to navigate gate keepers to reach and influence C-Suite level relationships
  • Strong sales management, business acumen, and strategic account management skills
  • Financially astute with knowledge of business needs/concerns, as well as the commercial impact of global news and events
  • Proficient in CRM software (e.g., Salesforce, HubSpot) and MS Office Suite
  • Ability to work independently to achieve or exceed KPIs and revenue targets
Responsibilities:
  • Contribute to sales strategic planning and business development initiatives
  • Develop and execute strategic sales plans to expand the client base and achieve sales targets
  • Manage the entire 360-degree sales process independently
  • Maintain knowledge of the FX market, compliance, legislative, and broader business/economic trends to anticipate and meet client needs
  • Surface and understand customer pain points to present/match Convera solutions to meet their needs or objectives.
  • Use market data and Convera's value proposition to identify new leads and opportunities to build a continuous pipeline
  • Achieve key performance indicators (KPIs) such as revenue setting targets, and report them on a weekly, monthly, and quarterly basis, to drive revenue growth and retention as well as develop a sales strategy with key product partners.
  • Identify and engage new prospects in [Financial Institutions sectors], aligning with Partners under the direction of the Head of FI or Sales Leaders
  • Proactively seek new business opportunities through cold calls, networking events, referrals, exhibitions, and partnerships
  • Use sales tools like Salesforce, HubSpot, and ZoomInfo to generate leads
  • Present and demonstrate [international payment solutions and products] to key decision-makers
  • Introduce relevant support functions such as Customer Relationship Management (CRM), Key Account Managers (KAM) and/or Sales Leaders/Heads to clients
  • Build and maintain long-term relationships with associated organizations, partners, and advisors of our prospective clients in the Financial Services industry
  • Collaborate with different partnership teams within Convera to develop a strong external network of Ideal Customer Profile (ICP) partners
  • Provide ongoing consultation and support to ensure client satisfaction and retention
  • Manage new customers until they transition to the CRM/KAM Team
  • Participate in industry events to promote solutions and network with potential clients
  • Lead and influence negotiations with clients of large established organizations (i.e., from the Owner of a start-up to the Finance Director or Chief Executive Officer), securing profitable agreements
  • Ensure contracts are compliant and monitor performance against agreed terms in collaboration with legal and finance teams
  • Maintain documentation of all relevant SFDC records (e.g., sales diary, prospect's next steps, etc.)
  • Work closely with internal teams (i.e., including bid, customer assurance, pre-sales, and customer care) to ensure seamless service delivery
  • Provide market feedback to support product development and marketing strategies
  • Work with Global Segment leads and regional product partners to ensure product offering is competitive in service, function, and price
  • Support junior members of the team and support and/or lead training projects
  • Maintain accurate forecasts and insights on customer requirements, trends, and risks
  • Track performance metrics to measure success and identify areas for improvement, leveraging sales tool such as Salesforce
  • Detailed knowledge of the geographical area of reference in terms of banking environment, including established professional networks, competition, and technology suppliers
Apply