Overview

Summary/Objective

The Senior Sales Executive will focus on building and nurturing client relationships, driving lead generation, and actively supporting the sales process from prospecting to sign-up. This role requires someone who is self-motivated, able to manage client communications effectively, and passionate about contributing to the company’s growth by helping clients implement the company’s solutions.

Responsibilities

Key Responsibilities:

• Lead Generation and Client Engagement
  • Proactively generate new leads through various channels (cold calls, networking, social media, etc.)
  • Engage potential clients by introducing our services and building relationships that address their unique business needs.
• Sales Process Support
  • Follow up with clients throughout the sales process, ensuring all inquiries and concerns are addressed promptly.
  • Maintain detailed records of client interactions and track progress through the sales funnel in CRM.
• Meeting Coordination
  • Coordinate and organize roundtable meetings with prospects to ensure productive discussions.
• Sales Execution
  • Qualifies prospects, presents proposal for services, and executes long term contracts with community banks for Bankers Private Cloud services.
  • Assist clients throughout the onboarding process, ensuring a seamless transition to Bankers Private Cloud services and providing any necessary support to guarantee their satisfaction.
• Ongoing Executive Networking
  • Establishes network of community bankers at the executive level in designated territory.
  • Maintains relationship with current clients and seeks new opportunities to network to future prospects via traditional methods and/or organized events.

Competencies

• Thoroughness.
• Problem Solving/Analysis.
• Initiative.
• Communication Proficiency.
• Sales Acumen
• Team Player.
• High emotional intelligence
• Adaptability.
• Work Independently.
• Time Management.
• Flexibility.
• Negotiation Skills
• Executive Presence.

Supervisory Responsibility

This position has no direct supervisory responsibility.

Work Environment

This role is remote, requiring proficiency in virtual communication and CRM platforms.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

 

While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to sit for long periods of time; use hands to type, handle or feel; and reach with hands and arms. The employee is occasionally required to stoop or kneel. The employee must occasionally lift and move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

Position Type and Expected Hours of Work

This is a full-time position. Days of work are Monday through Friday. Hours of work are 8:00 a.m. to 5:00 p.m.

Travel

Moderate travel is required for client meetings and conferences.

Qualifications

Required Education and Experience

• Bachelor’s degree or equivalent experience.
• 7-10 years of experience in B2B sales with a demonstrated ability to meet or exceed sales targets

Preferred Education and Experience

• Five or more years in a B2B sales role ideally selling complex technology solutions to financial institutions or similar industries.

Additional Eligibility Requirements

• Demonstrated ability to engage and build relationships with senior executives
• Proven track record of achieving and exceeding sales goals within a quota-based environment.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.