Lead a team of 10 sales team members, all direct reports, who are split into regional bank territories and mid-market territories (community banks and credit unions)
Manage, grow and retain a $300M+ revenue portfolio
Develop and implement Regional FI sales strategy to achieve revenue and growth targets
Analyze market trends, competitive landscape, and customer needs to identify opportunities and potential risks
Set sales objectives and goals, creating actionable plans and initiatives to drive achievement
Provide strong leadership to the sales team, fostering a collaborative and high-performance culture
Recruit, train, develop, and motivate sales professionals to achieve individual and team objectives
Establish clear performance metrics, provide regular feedback, and conduct performance evaluations
Build and maintain strong relationships with key clients and partners, ensuring excellent customer satisfaction and retention
Collaborate with clients to understand their needs, preferences, and challenges, and tailor solutions to address them effectively
Develop and manage sales forecasts, drive sales pipeline growth, and create sales campaigns to drive activities
Negotiate and finalize agreements, contracts, and partnerships that align with organizational goals
Drive revenue growth by achieving sales targets and maximizing profitability
Streamline sales processes, ensuring efficiency, consistency, and compliance with organizational policies and procedures
Collaborate with other departments such as marketing, product development, and operations to align strategies and achieve integrated solutions
Foster effective communication and collaboration across cross-functional teams to drive organizational success
Act as the client ambassador and escalation point for Regional FI Sales team

Requirements

Bachelor’s degree in Business Administration, Sales, Marketing, or a related field (Master’s degree preferred)
Proven track record of successful sales leadership and revenue growth, preferably in the financial services industry
10+ years of sales leadership experience, experience managing sales teams, financial institutions background and sales experience preferred
Experience using SFDC, Dashboards (Power BI, etc.) to manage pipelines, produce forecasts, drive growth, etc.
Extensive experience in managing and leading sales teams
Strong understanding of retail market dynamics, trends, and challenges
Exceptional strategic planning and execution abilities
Excellent negotiation, communication, and relationship-building skills
Demonstrated financial acumen and budget management capabilities

Benefits

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development opportunities
Bonuses
Stock options
Equipment allowances
Wellness programs

Applicant Tracking System Keywords

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

Hard Skills & Tools

sales strategy developmentsales forecastingpipeline managementbudget managementnegotiationperformance evaluationsales campaign creationrevenue growthmarket analysiscustomer relationship management

Soft Skills

leadershipcollaborationcommunicationstrategic planningrelationship buildingmotivationteam developmentperformance managementproblem-solvingcustomer satisfaction

Certifications

Bachelor’s degree in Business AdministrationBachelor’s degree in SalesBachelor’s degree in MarketingMaster’s degree in Business Administration (preferred)