Orion First

Sales

• Drive new business acquisition
• Expand existing customer relationships
• Enable adoption of new features across client base
• Manage pipeline of leads and prospects in Salesforce CRM
• Work with onboarding teams and client management teams for smooth onboarding
• Collaborate on proposals, agreements, and go-to-market plans
• Develop new leads and conduct discovery conversations
• Negotiate business terms for servicing agreements
• Coordinate onboarding process with Client Services Team
• Travel nationally for prospect meetings and conferences, up to 20 trips per year

VP, Commercial Sales

Financial Planning and Analysis

• Submit a general application to be considered for future opportunities at Orion First (financial services)
• Participate in a series of interviews with the hiring team; first interview conducted with the HR team
• Use Microsoft Teams for video interviews
• Provide application documents and information (resume, cover letter, availability, desired pay, contact information)
• Engage with Orion First's recruitment and onboarding process and follow their communication/security guidelines

VP, Commercial Sales

General Application, Financial Services