manage the ‘develop the solution’ phase of the sales process
interface with executives on strategy; functional leaders around understanding and improving their current processes; and IT teams around integration and security
unlock transformational value for banks and credit unions by building the bridge from business goals to value realization
serve as a trusted advisor to prospective customers
collaborate cross functionally with other orgs, particularly Product, Product Marketing, Account Management and Implementation
own the RFP process through working closely with AE’s and cross functional teams

Requirements

5+ years of Enterprise pre-sales experience or equivalent customer-facing experience
experience selling software or cloud based solutions to banks & financial institutions
experienced with commercial banking processes, ideally including business account opening, loan origination, or related banking solutions
proficient in Microsoft Excel, Google Suite Products, and Salesforce
comfortable delivering compelling presentations and demonstrations in both physical on-sites and virtual settings.

Benefits

remote-first environment
unlimited paid time off
401(k) with employer match
diverse and inclusive environment
FUN culture

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Enterprise pre-sales experiencesoftware solutionscloud based solutionscommercial banking processesbusiness account openingloan originationMicrosoft ExcelGoogle Suite ProductsSalesforce

Soft Skills

trusted advisorcollaborationcommunicationpresentation skillsdemonstration skills