Wescom Financial · 2 hours ago
Sr Sales Executive (Hybrid)
Anaheim, CA
Full-time
Hybrid
Senior Level, Lead/Staff
$105K/yr - $115K/yr
10+ years expWescom Financial is dedicated to member engagement and delivering signature experiences. They are seeking a Senior Sales Executive responsible for supporting sales activities and managing relationships within assigned territories, focusing on software and consulting solutions.
Financial Services
Responsibilities
Manage the overall execution and fulfillment of WRG sales and relationship management objectives for an assigned territory or region
Carry a senior-level sales target for software sales, hosted solutions, and professional consulting/programming hours. Also, carry a unit objective for key solutions (UNITRI, Tellergy, etc.)
Analyze specific target markets and accounts, chart out and execute the appropriate territory-level and account-level strategies and tactics needed to generate opportunities and move them forward. (Account/Opportunity Planning)
Perform business analysis of clients’ and prospects’ needs, uncover pain points, derive business needs, and recommend appropriate WRG solutions. (Needs Assessment)
Prepare professional written proposals for WRG prospects that outline the business needs, derived benefits, business case for change, and recommended solutions from the WRG portfolio. (includes RFP responses). (Proposal Writing/Delivery)
Deliver product and company presentations (on-site and online) to prospective clients, outlining key features and advantages of WRG solutions. (Product Demos)
Generate new demand and leads for WRG solutions through formal and informal means based on relationships in the industry. (Demand/Lead Generation)
Attend selected tradeshows, User group meetings, and similar events to represent WRG and its solutions to clients. (Tradeshows and Events)
Gather feedback and provide routine input to supervisor on marketplace and competitive changes. (Competitive/Market feedback)
Play a lead role in negotiating with prospects/clients on deal pricing and terms. Negotiate to mutually beneficial terms. (Price/Deal Negotiation)
Maintain an accurate, up-to-date funnel in CRM tool (Salesforce.com), to enable accurate revenue reports and forecasts
Maintain executive-level relationships with selected target accounts, to help ensure that WRG maintains visibility within client’s organization
Qualification
Required
Bachelor's Degree, or appropriate similar work experience
10 years of previous experience in similar roles
Sales of financial products to credit unions
Knowledge of credit union operations, as well as overall product management
Sales, Service and Marketing skills
Communications skills, verbal and written
Data review and analysis
Coordinate effective meetings
Presentations and events
Proficient in Microsoft applications (Word, Excel, Outlook). Must be proficient in technology applications including the Credit Union's operating system and specialized software required for performance of position
Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals. Ability to compute rates, ratios and percentages
Job requires 75% sitting and 25% standing or walking while performing job duties. Minimal lifting, stretching or bending is required
The employee must occasionally lift and/or move up to 10 pounds
Vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus
Applicants are required to reside within Wescom service areas
Company
Wescom Financial
Bank Better.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Melissa Pederson
Chief Lending Officer/SVP Lending
Chris Jensen
Sr. Human Resources Business Partner
Recent News
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