As part of a diverse and skilled Advisement Team, this position works under the leadership of the VP of Strategic Advisement. The Strategic Advisor is responsible for supporting relationships with clients and expanding sales within existing accounts.
Knowledge and SkillsA qualified individual will possess the following:
- Strong understanding of technology issues with financial institutions
- Strong communication and organization skills
- Excellent customer service experience
- Maintain clear written and verbal communications
- Organize and write procedures in a logical/methodical manner
- Ability to manage and meet deadlines
- Work well in team environment
- Ability to maintain confidential information
QualificationsTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Essential Duties and ResponsibilitiesThis list of duties and responsibilities is not all inclusive and may be expanded to include other duties and responsibilities.
- Work with assigned customers to promote effective relationships with Navanta.
- Ability to follow predesigned Strategic Advisor processes and sales process.
- Demonstrate strong selling skills by ability to qualify leads, identify customer needs, translate features to benefits, deliver effective demos and close deals.
- Maintain strong retention rates and highlight problem renewals before renewal meetings.
- Conduct Quarterly Controlled Self-Assessment meetings with clients and attend Technology committee meetings when appropriate.
- Ability to discuss strategy with internal department management and prepare for support contract negotiations.
- Market Endpoint agreements, ASR recommendations and all Navanta services to existing customer base.
- Act as a conduit or facilitator to resolve lingering or high-profile support problems in which Navanta is involved.
- Represent Navanta to financial institutions in a professional manner.
- Act in a proactive manner to make "good will' calls and perform consistent follow up.
- Frequent travel to client sites within assigned territory.
- Other duties as assigned.
Education and/or Experience- Minimum of two years' experience in the banking industry and IT Sales
- B.S. in a Business, Technical, and/or Information Systems major or equivalent in education and experience
Success FactorsPersonal characteristics that contribute to success in this position:
- Outgoing personality, great relationship management skills with a solid passion for customer service
- Strong work ethic, self-starter with a strong sense of ownership, responsibility and follow-through
- Proactive with a pleasant manner
- Able to earn the respect of others and respect differing opinions
- High degree of emotional intelligence
Physical Environment and Working ConditionsThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Normal office environment with little exposure to excessive noise, dust, temperature and the like
- Position requires frequent sitting and some reaching, kneeling and walking
- While performing the duties of this job, the employee is required to walk; sit; use hands to finger, handle or feel; reach with hands and arms and talk or hear
- Work may require more than 40 hours per week to complete the essential duties and primary responsibilities of the position
- Domestic travel required (intrastate and interstate) and most have method of transportation
- Travel approximation 25% - 50%
**You will be asked to participate in culture-related meetings, activities and events. We firmly believe that building culture and teamwork in our people - first organization requires extra intentionality, and thus your participation and engagement isn't just encouraged - it is required and part of your responsibility. If you do not want to participate in these, please do not apply.