What are the responsibilities and job description for the Sales Executive position at Synergent?
Position Summary
As a Sales Executive, you will play a pivotal role in driving the sales of our comprehensive portfolio of Technology Services, while also contributing to the growth of our Payment and Marketing solutions. Your primary responsibility will be to partner with credit unions, conducting strategic evaluations of their current technology ecosystems to identify gaps and recommend tailored solutions that align with their goals.
Through in-depth discovery calls, vendor evaluation presentations, and client reference engagements, you will guide credit unions in selecting and implementing the right solutions to enhance operational efficiency and member experience. You will also serve as a trusted advisor, leveraging industry insights and a consultative approach to build long-term relationships.
In addition to your client-facing responsibilities, you will lead and mentor members of the sales team, promoting skill development and ensuring successful client engagements across our solution areas. Your leadership will drive team performance and help shape a culture of collaboration, innovation, and client success.
Essential Functions
- Develop a comprehensive understanding of each credit union’s business, strategic initiatives, and technological aspirations.
- Conduct thorough assessments of credit unions' current landscapes, identifying gaps and providing strategic recommendations for enhancement.
- Strategically identify and cultivate new business opportunities for Symitar core processing and add-on services, fostering profitable relationships.
- Establish and nurture robust relationships with prospective and existing credit unions, ensuring sustained engagement.
- Act as a trusted advisor, deeply understanding credit unions goals, challenges, and opportunities, and providing tailored solutions. Offer market insights and sophisticated product recommendations to clients, leveraging industry expertise.
- Facilitate pivotal meetings and events, such as project kickoffs and vendor demonstrations, ensuring seamless project progression.
- Provide guidance and mentorship to Solution Consultants, fostering their professional growth and enhancing overall team performance.
- Assist with development and management of budgets, as well as create accurate sales forecasts to support strategic and financial decision-making as it relates to Technology products.
- Collaborate with cross-functional teams to conceptualize, design, and implement cutting-edge technology solutions aligned with business objectives.
Required Skills & Knowledge
- Minimum of 3-5 years of experience in account management, business development, or a similar role, preferably within the financial services industry. Symitar experience a must.
- Bachelor's degree in business, Information Technology or a related field.
- Strong sales and business development skills, with a track record of identifying and closing new business opportunities.
- Strong understanding of credit union operations and technology solutions, with the ability to assess and recommend improvements.
- Proven ability to lead and manage large-scale projects, including vendor selection and implementation.
- Excellent analytical skills to evaluate technology solutions, market trends, and client needs, providing actionable insights.
- Excellent communication and presentation skills.
- Demonstrated ability to build and maintain strong relationships with credit unions, vendors, and internal teams.
- Ability to thrive in a dynamic, fast-paced environment, managing multiple priorities and adapting to changing needs.
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
- Work from home
Compensation Package:
- Bonus opportunities
- Commission pay
Schedule:
- Monday to Friday
Work Location: Hybrid remote in Westbrook, ME 04092
