What are the responsibilities and job description for the Financial Services Sales Executive position at Onebridge?
Onebridge, a Marlabs Company, is an AI and data analytics consulting firm that strives to improve outcomes for the people we serve through data and technology. We have served some of the largest healthcare, life sciences, manufacturing, financial services, and government entities in the U.S. since 2005. We have an exciting opportunity for a highly skilled Financial Services Sales Executive to join an innovative and dynamic group of professionals at a company rated among the top “Best Places to Work” in Indianapolis since 2015.
Financial Services Sales Executive | About You
As a Financial Services Sales Executive, you are responsible for driving new business within the banking and financial services sector, building and cultivating relationships with key stakeholders, and securing multi-year contracts in a competitive and complex market. You will lead client meetings, developing customized strategies and roadmaps, while consistently tracking sales metrics to monitor performance and report to management. A strategic, results-driven individual, you thrive in the fast-paced financial services landscape, with a deep understanding of industry trends, regulations, and client needs. With a competitive mindset, you excel in account strategy, planning, and execution, always pushing boundaries to find innovative ways to connect with clients and close high-value deals.
Financial Services Sales Executive | Day-to-Day
- Engage in proactive prospecting and cold outreach to build a pipeline of new business opportunities within the banking and financial services sectors.
- Lead high-level discussions with C-suite executives and senior decision-makers to uncover key business challenges and needs within the financial services space.
- Qualify new leads, identify pain points, and create strategic solutions that align with the specific demands of the banking sector.
- Deliver customized product demonstrations and powerful sales presentations, addressing the regulatory and operational complexities within the financial services industry.
- Lead negotiations for multi-year contracts, closing deals efficiently while ensuring customer satisfaction and fostering long-term partnerships.
- Manage a strong sales pipeline, consistently exceeding sales targets, staying up to date on industry trends, competitor movements, and regulatory shifts in the sector.
Financial Services Sales Executive | Skills & Experience
- 15 years of experience selling large, multi-year professional services contracts within the financial services sector, including banking, fintech, and payments.
- Proven success in building and nurturing relationships with senior financial executives and key decision-makers.
- Expertise in delivering diversified delivery models, including Onshore, Nearshore, Offshore, and Blended, to meet client needs.
- Proficient in using CRM systems, email automation tools, and LinkedIn Sales Navigator to maximize sales efficiency.
- Strong understanding of the financial services industry, including trends, regulations, and competitive landscape, paired with excellent communication and negotiation skills.
- Results-oriented, with a history of closing large, complex deals and driving substantial revenue growth in a competitive market.
A Best Place to Work in Indiana, since 2015.
