Identifies and targets potential strategic B2B deposit clients and partners through research, networking and cold-calling.
Continuously generates leads and opportunities to build and maintain a robust sales pipeline.
Utilizes CRM to maintain detailed notes during relationship lifecycles with each potential client and partner.
Develops a strong follow-up strategy to ensure the conversion from relationship lead to deposit producing partner.
Attends trade shows, industry events, association speaking engagements and other types of target-rich environments to establish contacts and develop new business.
Monitors industry trends and collaborates with the department Manager to stay relevant and introduce product enhancements for new and existing partnerships.
Collaborates closely with leadership to expand B2B strategic partnerships into additional lines of business.
Sales Presentations
Collaborates with Quorum leadership and business units to fully understand and become a Subject Matter Expert on the product lines offered to potential B2B clients and strategic partners.
Develop and perfects effective sales tools such as PowerPoint presentations, sales brochures, fact sheets and takeaways.
Conducts compelling sales presentations and detailed demonstrations to showcase Quorum’s products and services and illustrate their value proposition to potential B2B clients and partners.
Tailors every presentation to address the specific needs and challenges of prospective clients and partners.
Presentations are made in-person and virtually, based on the preference of the client or partner.
Utilizes negotiation skills to address any concerns and overcome any objections.
Partner Relationship Management
Provides the partner with initial and ongoing training, updates and information regarding the deposit program value proposition, features and functions.
Uses superior interpersonal skills to understand partners’ needs, quickly resolve any concerns and maintain strong, long-lasting relationships.
Utilizes (CRM) to notate all conversation and interactions with partners, including deliverables and deadlines.
Establishes a regular follow-up and status check process with each partner to ensure their satisfaction and remain proactive to their needs.
This should include in-person, virtual and digital contact methods.
Collaborates with internal teams to resolve issues, expand product offerings, identify process improvements and workflow enhancements, and remain current in knowledge of existing products and services.
Sales Reporting and Forecasting
Utilizes various M365 tools to keep accurate and real-time records of sales activities, pipeline and sales forecasts.
Provides monthly sales and performance reports, as well as other ad hoc reporting to management.
Collaborates closely with Management to provide partner status reports to determine if strategy pivots are required.
Meets or exceeds quarterly sales targets.
Requirements
Bachelor’s degree in Business Administration or similar field is strongly preferred.
Minimum of 2-3 years of experience in sales/partnership/business development is required.
Strong knowledge of solution-based consultative sales techniques in a financial environment a plus.
Ability to acquire an in-depth understanding of Credit Union products and services and recommend new products and services to management.
Ability to balance strategic vision with near-term opportunities.
Excellent problem-solving, organizational, analytical, verbal, and written communication skills.
Strong decision making and time management skills with the ability to manage multiple projects/duties.
Results driven, service oriented, self-motivated, and able to work independently.
Trustworthy with the ability to maintain the highest level of integrity and trust.