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Senior Executive Sales Associate
DH Corporation
New York, NY, United States
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Generate revenue by selling software solutions and services to new and existing clients within assigned territory. Manage relationship with assigned client base to ensure retention and grow revenue. This position will focus on the FINASTRA Lending and Mortgage suite of products in both bank and credit union markets that are smaller in asset size.
ESSENTIAL DUTIES AND RESPONSIBILITIES
To perform this job successfully, an individual must be able to perform the essential duties and responsibilities satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Generate and nurture sales leads and maintain existing revenue for assigned territory, by calling both clients and prospect financial institutions.
• Perform inside sales activities for an assigned territory to close business and to achieve or exceed assigned bookings objectives.
• Create and manage a strategic territory plan that includes activities for quota attainment for new and existing client base.
• Analyze financial position and challenges of prospects to determine sales approach.
• Maintain sales forecasting data in sales reporting system.
• Coordinate internal resources to ensure prompt, accurate, and professional delivery of sales, marketing, and proposal materials to clients.
• Build and maintain relationship with client contacts to communicate strategic plans and status.
• Serve as primary relationship contact for assigned client base to communicate strategic plans and status. Set and manage ongoing client expectations. Serve as escalation point for implementation, customer service, and product issues.
• Develop and maintain client metrics to track referenceability, retention, and revenue opportunities; Engage with management on large opportunities.
• Develop and maintain relationships with industry/professional individuals and organizations.
• Participate in user group meetings and trade shows as needed.
• Stay abreast of current industry trends, competitors, and current/new company products and services.
• Participate in training programs as directed by manager.
Other duties as assigned.
QUALIFICATIONS REQUIRED
KNOWLEDGE / SKILLS
• Ability to build relationships, tenacity and follow-up skills.
• Excellent written, verbal, and interpersonal communication skills.
• Self-motivated with ability to work independently and as part of a team.
• Strong time management, organizational and decision-making skills.
• Strong attention to detail.
• Proficient with Microsoft Office.
• Strong knowledge of financial institutions internal operations.
EXPERIENCE
• 3+ years of financial institution and/or financial technology experience.
• 3+ years of inbound and/or outbound business-to-business phone marketing or sales experience.
• Demonstrated track record of selling over the phone with a history of exceeding sales goals.
• Experience in one or more of the following areas preferred: Consumer Lending, Commercial Lending, Mortgage Lending or Branch Operations.
• Experience working with FINASTRA Lending or Mortgage products preferred.
• Sales automation tool experience preferred.
EDUCATION / CERTIFICATIONS
• Bachelor’s degree in Business or equivalent experience.
OTHER
PHYSICAL DEMANDS
• Ability to receive, express, or exchange detailed information through oral and written communication.
• Ability to see and operate a computer.
• Ability to stand, walk, reach, stoop, bend, and lift and carry up to 25 lbs. of weight (laptop, projector, suitcase, etc.).
WORK ENVIRONMENT
• Work is performed in a general office environment.
• Occasional travel is required.
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The above statements describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.