Digital Sales Representative

• Create and manage a strategic territory plan that includes activities for quota attainment for existing client base.

• Analyze financial position and challenges of prospects to determine sales approach.

• Maintain sales forecasting and pipeline data in CRM

• Coordinate internal resources to ensure prompt, accurate, and professional delivery of sales, marketing, and proposal materials to prospects.

• Serve as primary relationship contact for assigned territory base to communicate strategic plans and status.

• Engage with management and internal resources 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.

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:

• 2+ years of financial institution and/or financial technology experience.

• 2+ 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 products preferred.

• Sales automation tool experience preferred.

Education/Certifications:

• Bachelor's degree in Business or equivalent experience.

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 both in a general office environment and remotely
• Minimal travel is required.