WHO YOU ARE: Do you enjoy project planning? Do you thrive in building road maps to highlight key milestones? Does multi-tasking and organization excite you? Is it exhilarating to be thought of as the subject matter expert? Do you take pride in delivering a "white glove" customer experience?
THE ROLE:This position is responsible for the sales and building relationships with new Financial Institution (FI) partners through Merchant Services.
The ultimate expectation of this role is to bring new FI partners to Merchant Services:
• Drive and manage the sales plan for new FI partnerships
• Generate new sales leads & drive adoption of Autobooks
• Develop referral partnerships that help drive revenue
• Identify, prospect, and close new FI partners to meet and exceed annual goals
• Negotiate FI partnership agreements
• Perform daily efforts to generate lead sources and pipeline management
• Understand & remain up-to-date on banking industry insights & issues, specifically community banking
Basic Qualifications:Education and Experience: Bachelors in related field and 5 years of related experience or HS/GED and 9 years
• Willingness to travel, could be up to 50%
• 1-3 years sales experience within the financial services industry
• Understanding of community banking current events & industry issues
• Presentation experience
• Proficient with all Microsoft Office products, specifically Excel
• Effectively manage sales process from beginning to end; from prospect identification & development to successfully closing the deal
• Negotiation skills are a must as this role will review agreements with FI prospects
Preferred Qualifications:Education and Experience: Bachelor's and 5
• Strong business acumen; will interact with executives at all levels, including CEO & President
• Excellent communication skills - written and verbal
• Relationship building & utilizing a consultative approach is necessary for success in this position
• Strong communication skills to effectively communicate our solution and benefits
Additional Basic Qualifications:
Must be 18 years of age or older
BenefitsIn line with our commitment to employee wellbeing, our total rewards benefits package is designed to support the physical, financial, and emotional health of our employees, tailored to meet their unique and evolving needs. Our approach considers our employees' whole selves, ensuring they can thrive both in and outside of work. Here are some of the benefits we offer, which may vary based on role, location, or hours worked:
- Healthcare (Medical, Dental, Vision)
- Paid Time Off, Volunteer Time Off, and Holidays
- Employer-Matched Retirement Plan
- Employee Stock Purchase Plan
- Short-Term and Long-Term Disability
- Infertility Treatment, Adoption and Surrogacy Assistance
- Tuition Reimbursement
These benefits are designed to enhance the health, protect the financial security, and provide peace of mind to our employees and their families.
