CBC Companies ยท 1 month ago
096946 - Director Strategic Solutions
Innovis Data Solutions, Inc., 250 E. Broad Street, Columbus, Ohio, United States of America
Full-time
Hybrid
Mid, Senior Level
5+ years expCBC Companies, through Innovis, works with financial institutions and consumers to solve problems surrounding identity verification and fraud prevention. The Director of Strategic Solutions will drive sales growth and establish market presence by launching new business relationships and maximizing revenue through customer engagement and relationship building in the financial services sector.
Financial Services
Responsibilities
Develop comprehensive understanding of Innovis services to align with customer needs
Establish account goals, create marketing plans, and execute growth strategies through systematic prospecting and relationship building
Build and maintain trusted partnerships with key stakeholders
Conduct thorough customer analysis to identify opportunities and match them with appropriate product and technology solutions
Consistently expand network within assigned accounts and prepare strategic pre-call plans for all meetings
Execute follow-up strategies on customer requests, continuously evaluate progress against goals, and leverage sales resources (Confluence, LinkedIn, Salesforce) to maximize business development opportunities
Collaborate with internal teams (Site Reps, Support, InfoSec) to deliver exceptional service
Provide ongoing training to customers on product enhancements and monitor account performance through MTD/YTD reporting analysis
Maintain open communication across all levels, participate in sales meetings and conference calls, stay current on industry trends and competition, and escalate customer issues to management as needed
Utilize Salesforce for all customer interactions, follow company policies including travel and expense procedures, maintain current industry training, and represent Innovis professionally at all times
Other duties as assigned
Qualification
Required
High school diploma or equivalent
5+ years B2B sales experience, preferably financial services at SVP/C-level
3+ years experience in Risk, Fraud, Identity, Authentication, Credit, or Collections
Strong network of financial institution contacts
Excellent communication skills and professional presentation abilities
Familiarity with AI-powered tools and platforms for work optimization
Self-motivated with strong organizational and initiative-taking abilities
Knowledge of financial regulations (GLBA, FCRA, FCPA, CAN-SPAM, UDAAP, FDCPA)
Availability for standard business hours plus after-hours functions and travel as required
Reliable transportation and ability to travel throughout US for client meetings
Preferred
Credit Card industry experience
Proficiency with Salesforce, Microsoft Office, and Prezi
Benefits
Comprehensive healthcare benefits to eligible employees including: medical, HSA, prescription, vision, dental
Life insurance
Short & long-term disability
Roth and 401K with possible company match and profit sharing
Employee Assistance Program (EAP)
Time Away from Work (TAFW)
Paid holidays
Employee referral bonuses
Role-based professional development opportunities
Company
CBC Companies
CBCInnovis offers a diverse portfolio of lending support solutions to the financial services industry.
1001-5000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase