Desert Financial Credit Union · 1 month ago
Business Development Executive AI - SwitchThink
Phoenix, AZ
Full-time
Onsite
Senior Level
7+ years expDesert Financial Credit Union is seeking a Business Development Executive to drive the adoption of their Conversational AI and Business Intelligence solutions. The role involves managing the entire sales cycle, developing business strategies, and building relationships with key decision-makers within Credit Unions to effectively position their technology solutions.
BankingFinance
Responsibilities
Develop and execute a comprehensive business development strategy to identify and target potential net new Credit Unions as clients for our technology solutions
Manage the entire sales cycle from prospecting and lead generation to closing deals, including identifying client needs, preparing proposals, and ensuring a smooth transition to the implementation team
Prospect, qualify, and develop new business opportunities within assigned territories or verticals
Develop tailored solution proposals, including ROI models, business cases, technical scopes, and implementation plans
Represent the company at industry events, webinars, and conferences to generate leads and build brand awareness
Build and nurture long-term relationships with key decision-makers within Credit Unions, understanding their business objectives, challenges, and requirements to position our technology solutions effectively
Engage with C-level and senior decision makers in IT, operations, customer experience, and analytics to understand business goals and pain points
Stay up-to-date with the latest trends and developments in Credit Union technology and software solutions, understanding the competitive landscape, and leveraging this knowledge to provide value-added insights to clients
Stay current on AI, automation, and analytics trends
Collaborate closely with our SwitchThink leadership team, including product management and innovation, marketing, information security, solutions engineering, client service, client delivery and operations building technical expertise to target account opportunities, ensure a seamless client experience, and delivering on client commitments
Ensure alignment between customer needs and solution capabilities
Maintain accurate and up-to-date records of sales activities, opportunities, and progress, providing regular reports and reliable forecasts to the leadership team
Provide market, competitor, client intelligence and win themes throughout the opportunity life cycle
Identify opportunities for market expansion, new revenue streams, and partnerships to drive the growth of our technology solutions
Present and demonstrate Conversational AI and BI capabilities, including chatbots, virtual assistants, analytics dashboards, and data integration solutions
Work closely with the implementation, client services and delivery teams to ensure successful onboarding and adoption of our solutions and proactively address any client concerns or issues
Qualification
Required
7+ years of proven success in business-to-business sales, preferably in the technology industry, with a focus on selling software and information technology solutions
3+ years of experience in B2B technology sales, preferably in SaaS, AI, analytics, or enterprise software
1+ years experience with CRM systems (e.g. Salesforce, HubSpot, ..)
Industry Knowledge: Strong understanding of the Credit Union industry, including its operations, challenges, and technology requirements
Sales Skills: Demonstrated ability to effectively navigate complex sales cycles, negotiate contracts, and close deals, with a track record of meeting or exceeding sales targets
Strong understanding of conversational AI platforms, chatbots, data warehousing, and data analytics
Relationship Building: Exceptional interpersonal and relationship-building skills, with the ability to establish credibility and trust with key decision-makers
Demonstrated ability to translate technical capabilities into clear business value and ROI
Strategic Thinking: Strong strategic thinking and problem-solving abilities, with the capacity to understand client needs and develop customized solutions to address them
Communication Skills: Excellent verbal and written communication skills, with the ability to deliver compelling presentations and proposals to diverse audiences. Excellent story-telling skills
Self-Motivated: Highly motivated and driven self-starter with a passion for sales and a results-oriented mindset
Team Player: Collaborative mindset and the ability to work effectively within a team-oriented environment
Comfortable working in a fast-paced, innovative environment
Travel: Willingness to travel as needed to meet with clients and attend industry conferences and events
Preferred
Bachelor's Degree in Sales, Marketing, CIS or related field
1+ years experience selling conversational AI, business intelligence, and data analytics tools is a strong plus
1+ years experience work in financial services (preferably credit unions) with developed existing relationships
Strong consultative selling approach and ability to influence across multiple stakeholders
Company
Desert Financial Credit Union
Desert Financial Credit Union is a credit union that offers financial solutions to members.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Jeff Meshey
President and CEO
Jack Biggs, CFA
Senior Vice President / Chief Financial Officer
Recent News
PR Newswire
2026-01-05
2025-12-10
Company data provided by crunchbase