1st Year OTE = $140,000 - $160,000

Full Healthcare Benefits

401(k) Match up to 10%

PTO

Work remotely from home

All home office equipment provided

Comprehensive Training & Career Advancement Opportunities

Develop Prospecting Plan for top 30-50 strategic banking prospects focused on Super Community, Regional and Direct banks. 

Work with Marketing to create Account Based Marketing Plan for targeted banks.

Research/profile prospect banks to identify and penetrate top prospects.

Stay attuned to market trends, competition, customer needs, pricing and other factors that may impact sales and growth.

Develop account strategies and a network of contacts at various levels/functional responsibility within each prospect organization.

Plan and organize work schedule to contact prospects through various communication channels to build pipeline that builds to ~10 prospect meetings per month, and ~3-6 new client contracts per year.

Provide prospects with information and advice on research products and services.

Conduct a needs assessment and develop recommendations/proposals.

Demonstrate working knowledge of Research solutions over the phone and Internet with an ability to articulate the value proposition of various products that meet the client’s needs.

Follow leads through all stages of the sales cycle – lead generation, interest, proposal, negotiation, closing.

Work with Account Team for successful client onboarding and transitioning. 

Actively manage sales pipeline (prospecting to close) within CRM.

Provide realistic sales forecasts to facilitate growth.

Bachelor's degree required.

A minimum of 3+ years of experience in new Client Development and direct experience in business-to-business solutions selling.

Experience in the financial services industry required.

Experience selling B2B products and services to Mid to Upper market financial services clients.

Experience selling products in Data, Analytics, Research, and/or Software as a Service (SaaS).

A desire to grow by generating new business through prospecting.

Strong organizational skills and proven approach to new client sales.

Ability to work collaboratively with other functions (Marketing, Product, SME’s, Client Success, etc.).

Demonstrated success creating leads and sales through prospecting.

A history of meeting or exceeding assigned sales quotas for new business.

Technologically savvy, with extensive use of the Microsoft Office suite and ability to learn and demonstrate proprietary systems.

Demonstrated high-energy, tenacity and dedication to excellence as a sales professional.

Desire for professional development.

Motivated by an internal desire to win and a desire to increase your own personal wealth.