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Catalyst Corporate Federal Credit Union · 6 hours ago

VP - Sales

Fort Myers, FL

Full-time

Onsite

Senior Level, Lead/Staff

10+ years exp

Catalyst Corporate Federal Credit Union is a wholesale cooperative financial institution that serves over 1,400 credit unions across the country. The Vice President of Sales is responsible for cultivating relationships with member credit unions, managing sales activities, and leading the sales team to achieve annual sales goals while ensuring effective communication of service value.

Financial Services

Responsibilities

Cultivating relationships with member credit unions and directing sales activities for the organization’s services

Managing the Sales Account Executives, Solutions Consultant, and Sales Operations team, driving achievement of annual sales goals

Selecting and guiding highly skilled Sales Account Executives who embody corporate values to cultivate robust client relationships and achieve consistent sales success

Designing the incentive plan to recognize and reward contributions from the sales staff

Ensuring all team members are fully trained on the suite of services offered, guiding the development and delivery of training programs focused on the sales process for each product or service

Championing a tailored sales approach and focused client engagement for complex, high-value offerings to demonstrate value and secure business opportunities

Overseeing corporate strategic positioning during member solicitations, including the preparation of collateral materials, pricing strategies, proposals, and presentations

Ensuring the sales team effectively communicates service value in client demonstrations

Supervising the distribution and administration of membership documents, service contracts, and implementation forms

Leading the Sales Support team in organizing responses to requests from the sales team and executive leadership, encompassing proposals, marketing resources, contracts, implementation forms, and custom price sheets, all maintained within the CRM database

Delivering comprehensive, regular reports that detail sales activities by account executive, service type, and credit union, serving both internal analysis and board-level reporting needs

Negotiating contracts and pricing, explaining terms, managing requests for modifications, and responding directly to most inquiries

Collaborating with the Product Team and Marketing Department, overseeing the creation of robust FAQs for complex services to equip sales staff with complete information

Gathering and organizing competitive service and pricing intelligence within the CRM, working closely with the CRM Administrator to design queries, reports, and functionalities that enhance sales and operations

Coordinating member and internal communications regarding credit union service deconversions, handling confidential correspondence

Ensuring adherence to comprehensive processes for RFP fulfillment within deadlines, delegating inquiries and coordinating input across departments including Operations, IT, Marketing, and senior management

Monitoring vendor partner relationships from a sales perspective, evaluating prospective vendors internally, establishing pricing for new offerings, developing business cases, launching initiatives, defining engagement protocols, and nurturing mutually beneficial partnerships

Qualification

Sales managementFinancial institution experiencePayment products salesStrategic planningProfessional sales trainingMicrosoft Office proficiencyRelationship buildingAdaptabilityOrganizational skillsWritten communicationVerbal communicationActive listening

Required

Bachelor's degree

Minimum 5 years' experience managing sales teams at a wholesale financial institution encompassing outside sales, inside sales, sales support, and training

At least 10 years' demonstrated sales success representing multiple services to financial institutions from a wholesale financial context

10 years' experience selling payment products, technology, and correspondent banking solutions to financial institutions

Ability to develop and implement strategic and tactical plans

Strong written, verbal, and active listening skills

Results-driven leadership with advanced relationship-building abilities

Professional presence

Adaptable approach

Proficient in Microsoft Word, Excel, and PowerPoint

Preferred

Reliable and responsive in fulfilling duties

Completion of accredited professional sales training programs

Proven ability to inspire and motivate teams

Superior organizational skills

Benefits

Time Away: Federal Holidays, Vacation, Sick Time, and Parental Leave, as well as time off for volunteering.

Planning for the Future: 401K retirement savings plan with matching and company contributions.

Supporting your Health & Well-Being: Flexible health and insurance options, including Medical, Dental, and Vision Insurance choices, Long and Short-Term Disability Insurance, Life Insurance, Supplemental Life and AD&D Insurance, as well as a Flexible Spending Account.

Building a Family: We were named “2021 Best Place for Working Parents” due to our commitment to family-friendly policies and practices.

Work-Life Integration: Other benefits include credit union membership, a casual work environment, paid covered parking, and an onsite fitness facility with showers. In addition, we also offer access to a variety of onsite services, such as a massage therapist and personal trainer, car wash and detail service, vehicle refueling service, and food delivery service.