It’s #TechTuesday – and Rostie & Associates is cooking with new roles across North America!
Looking to make a career change? Check out some of our #Hot Jobs!
Sales Executive – Lending & Leasing Software
- JOB ID: 3313
- Remote – USA
As a member of the North American Sales organization, the Sales Executive is a true “hunter” with a proven track record of generating new business and expanding market share. This representative will focus on managing a pipeline, the sales process and closing of deals. You are comfortable positioning lending and leasing software solutions and products to business/IT stakeholders and senior level executives. In addition to having 4+ years of sales experience preferably in the financial software arena, the ideal candidate will possess excellent verbal, written, interpersonal and relationship selling skills.
Excellent opportunity for a strong sales hunter with good command of the fin-tech space to have long-term, high earning potential through increased market penetration.
Essential Duties/Responsibilities:
- Generate demand to grow and maximize sales revenue
- Build pipeline across assigned territory through prospecting, business development, and networking initiatives
- Develop and execute sales strategy within assigned sales territory/book of clients Identify prospects, build pipeline, and conduct effective, consultative meetings with prospects/clients to assess needs/solutions analysis
- Develop and maintain potential and existing opportunities
- Generate and follow up on proposals/offers to prospects/clients
- Manage full sales cycle: Develop, advance, and close sales opportunities and software agreements
- Work in close coordination with executive management and other internal teams (Client Services, Marketing, Pre-Sales)
- Actively contribute to knowledge sharing within the organization on client needs, trends and context as well as industry experience in support of the advancement of the client’s suite of products and services.
Requirements:
- Solid track-record of successful direct, full life cycle (prospecting to close) selling experience to commercial banking and/or small business banking customers
- Bachelor’s Degree (Finance/Technology discipline preferred).
- Strong industry experience preferred, specifically in commercial banking and leasing, with the ability to communicate with senior portfolio managers, credit officers/managers, risk managers/officers and C-level executives.
- Highly energetic, pro-active and creative.
- Superior communication and presentation skills, both oral and written.
- Available and willing to travel
- Must possess a Hunter Mentality and exert an abundance of confidence.
- A self-starter who takes initiative and generates ideas on how to find and grow new business
- Proven record of closing deals and exceeding revenue targets, including achieving annual multi-million-dollar sales goals
- Demonstrated ability to foster strong relationships with key stakeholders, influencers, and decisions makers up to and including C-level suite
- Excellent organizational and time management skills
- Ability to work independently but within a team environment
Competencies:
- Task Management – Organizing and prioritizing tasks. Managing time to maximize personal productivity. Estimating task duration and completing tasks when promised. Multi-tasking.
- Judgment and Decision Making — Considering the relative costs and benefits of potential actions to choose the most appropriate one.
- Critical Thinking — Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems. Making good decisions and solving problems while under pressure.
- Attitude & Teamwork– Projecting confidence tempered with humility. Must be a team player willing both to steer the team towards success and to fully support the team when others are steering.
- Making Decisions and Solving Problems — Analyzing information and evaluating results to choose the best solution and solve problems.
- Thinking Creatively — Developing, designing, or creating new applications, ideas, relationships, systems, or products, including artistic contributions.
- Strategic Account Planning and Management – Critically assessing current client environment and developing strategic plans for each client within assigned account base identifying areas of both opportunity and risk, whether obvious or not, and using this plan to best position our products and services.
Sales Executive: Cloud Based Treasury Solutions
- JOB ID: 3308
- Remote – East Coast, USA
Our client empowers CFOs and their teams to transform how they activate liquidity as a dynamic, real-time vehicle for growth and value creation, while also protection against financial risk. Their pioneering Active Liquidity Network connects internal applications for treasury, risk, payments and working capital with vital external sources such as banks, ERPs, trading platforms, and market data providers.
About the Role:
The Sales Executive is responsible for the entire sales process from prospecting to closing business. The Sales Executive is assigned the Private Equity, Asset Manager, and Broker/Dealer vertical to develop for their solutions in order to secure new subscription business based on their Software-as-a-Service business model. Working in collaboration with sales leadership and the sales operations team, the Sales Executive engages with Treasurer, Sr. VP and C-level contacts within prospective customers developing relationships and closing business at or above expected and assigned levels.
Essential Duties and Responsibilities:
- Build, nurture and execute pipeline in collaboration with Marketing, Partners and Business Development Representatives (BDRs) to drive new business.
- Own entire sales process from prospecting to close.
- Coordinate and lead responses to RFIs/RFPs.
- Present proposals in a professional manner.
- Collaborate with other teams including pre-sales, product, operations, and legal.
- Travel throughout USA.
- Ensure opportunities are accurately reflected and maintained in Salesforce, providing weekly updates, monthly projections and quarterly committed forecasts of sales activity and volume to management.
- Attend conferences and industry related events as requested.
- Prepare for meetings and tailor communications to address business needs of potential clients as part of the sales process.
Education, Experience and Skills:
- Results driven individual with a minimum 5+ years of successful experience in selling SaaS solutions required.
- Solid understanding and experience of selling into financial services (non-bank) space – private equity, asset managers, broker/dealers, etc. strongly preferred
- Strong background in selling to treasury and/or to the C-Suite.
- Knowledgeable about the industry, understands basic treasury concepts, and proactively updates on industry trends for personal and organizational knowledge.
- Possess superior written, verbal and strong interpersonal skills and be able to communicate technical information professionally in written responses to emails, RFPs, and verbally when presenting to prospects or internally.
- Understand the buying process in large corporates and how to navigate the decision maker network to close business.
- Strength in strategic, conceptual, and consultative selling.
- Experience using CRM sales applications, such as Salesforce.com.
- Possess excellent negotiating and professional networking skills.Has a deep understanding of customers’ businesses to push their thinking and take control of conversations to lead to the value that is unique to the client
- Intuitive and applicable understanding of how a company makes money and is critical to effective strategy execution; ability to realize the customers’ value drivers and business economics
- Able to change course of action in order to achieve the desired results
- Willingness to travel up to 50 percent of the time depending on assigned territory.
- Bachelor’s degree in Business, Administration, Economics, IT, Finance or MBA preferred
Our client values a strong work culture and sense of community and ownership among their global team. They live by their highly ethical value system to demonstrate their care and commitment to their clients and to each other. In hiring, they look for candidates that are a strong fit with their culture and values, as well as bring the talent and experience required by the position.
- Innovation: They foster innovation and entrepreneurial thinking across teams by rewarding employees for their achievements and encouraging efficiency and continual process improvement.
- Client Success: Their passion is to enable clients’ success. They do this by understanding their needs, and developing and managing solutions that provide them the insight to effectively drive decision making within their organizations.
- Accountability: Each team member takes personal responsibility for their actions. They are committed to their own continuous improvement and go the extra mile to meet clients’ needs.
- Respect: They respect each other’s ideas, efforts and commitments, and embrace diverse cultures and points of view. They achieve their goals through teamwork, responsiveness, open communication and a positive attitude.
- Excellence: They strive for excellence in all that they do and bring the passion and commitment to deliver on their promises. They achieve excellence through leadership, teamwork, transparency and integrity, and they are committed to recognizing employee achievements.
Senior Sales Executive – Global Services
- JOB ID: 3321
- East Coast, USA
As a member of the North American Sales organization, the Senior Sales Executive will be responsible for selling our clients complete suite of services. This will include: FO/MO/BO outcourced services, Advisory services and CSS/MSP services. This seasoned sales executive will focus on building a pipeline and generating new client business. The successful candidate will display a strong understanding of the asset management industry and be comfortable presenting fully integrated technology and staffing solutions to senior level executives. In addition to having 7-10+ years of senior sales experience positioning solutions in the investment management arena, the ideal candidate will possess excellent verbal, written, interpersonal and relationship selling skills.
Essential Duties/Responsibilities:
- Generate prospects and manage a sales pipeline sufficient to achieve quota targets.
- Build pipeline across assigned territory through business development and networking opportunities.
- Develop and communicate effective business and action plans to address opportunities.
- Coordinate and collaborate with appropriate sales consultants and support resources to successfully deliver sales solutions to clients.
- Actively contribute to knowledge sharing on client needs and context.
- Conduct needs/solutions analysis to effectively position solutions
- Generate and follow up on proposals/offers to prospects.
- Identify and understand key decision makers, users and influencers at assigned customer organizations.
- Develop and maintain high-level relationships with key decision makers.
- Ensure highest level of client satisfaction and reference-ability.
Competencies:
- Task Management – Organizing and prioritizing tasks. Managing time to maximize personal productivity.
- Estimating task duration and completing tasks when promised. Multi-tasking.
- Judgment and Decision Making — Considering the relative costs and benefits of potential actions to choose the most appropriate one.
- Critical Thinking — Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems. Making good decisions and solving problems while under pressure.
- Attitude & Teamwork– Projecting confidence tempered with humility. Must be a team player willing both to steer the team towards success and to fully support the team when others are steering.
- Making Decisions and Solving Problems — Analyzing information and evaluating results to choose the best solution and solve problems.
Requirements:
- Minimum of 7-10+ years of successful direct selling experience to investment management firms, hedge funds or fund administrators.
- Bachelor’s Degree (Finance/Technology discipline preferred).
- Strong industry experience, specifically in investment management, with the ability to talk on a peer-to-peer level with senior portfolio managers, compliance officer traders, technology offices and C-level executives.
- Highly energetic, pro-active and creative.
- Superior presentation skills, both oral and written.
- Available and willing to travel 50%+ of the time.
Contact: Pam Inglis – pinglis@rostie.com OR 1-800-647-0780 EXT 11129