Treasury Management Sales Officer II
Western Alliance Bank
Director, Sales – Data & Insights
Broadridge
full-time
Posted on:
Location Type: Office
Location: New York City • Arizona, Florida, New York, Pennsylvania • 🇺🇸 United States
Visit company websiteSalary
💰 $145,000 - $150,000 per year
Job Level
Lead
About the role
- Own and lead the end-to-end sales cycle for iJoin’s suite of solutions (software, data, reporting and analysis)
- Identify, qualify, scope, price lead contract negotiations with precision and professionalism
- Close new business opportunities within both new and existing accounts
- Maintain strong product fluency to align client needs with iJoin capabilities
- Expand relationships and cross-sell Broadridge capabilities beyond initial entry points
- Collaborate cross-functionally with Broadridge sales teams to identify enterprise-level opportunities
- Engage internal stakeholders across legal, finance, product, and leadership to ensure smooth deal execution
- Represent Broadridge and iJoin at key industry conferences, events, and forums
Requirements
- 10+ years of B2B sales experience, including 5+ years selling SaaS or technology-based solutions
- Deep knowledge of the retirement and wealth industry, with a network of senior-level contacts
- A proven track record of meeting or exceeding software sales quotas
- Consultative approach to selling, with the ability to clearly link solutions to business outcomes
- Comfort navigating large, matrixed organizations and aligning multiple stakeholders
- Strong communication and presentation skills—confident with both detail and strategy
- High-level proficiency in tools like Salesforce, Excel, PowerPoint, and LinkedIn Sales Navigator
- Strong organizational, time management, and self-motivation skills
- Willingness to travel as needed to drive client engagement and close deals
Benefits
- Competitive base salary and commission package
- Comprehensive benefits package (health, dental, vision, 401(k), etc.)
- Opportunity to shape the future of financial technology in the retirement industry
- Collaborative culture with high-growth potential
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
B2B salesSaaS solutionssoftware salescontract negotiationssales quotasconsultative sellingbusiness outcomes
Soft skills
communication skillspresentation skillsorganizational skillstime managementself-motivationcollaborationrelationship building
