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🔍 Financial Institutions
🏢 Company: Convera👥 1001-5000Financial ServicesPaymentsFinanceFinTech
- 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
- 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
Business DevelopmentSalesforceCommunication SkillsMicrosoft ExcelRESTful APIsNegotiationMicrosoft Office SuiteMS OfficeAccount ManagementSales experienceMarket ResearchCRMFinancial analysisEnglish communication
Posted 7 days ago
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