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Client Relationship Director, Financial Services


Position Overview

As a member of our sales team, you will be responsible for bringing with you deep relationships within the financial services industry (preferably banks or credit unions) and leading those relationships on a journey towards digital transformation that will drive revenue growth, efficiencies, and greater customer and employee satisfaction. You will represent an organization that can provide value from Infrastructure to Insights—unlike any competitor in the segment and differentiated by a powerful combination of enterprise analytics software and really smart people!

Essential Duties & Responsibilities:

  • Develop, maintain, and own executive-level client relationships within the financial services industry to drive revenue growth, achieve the company’s strategic objectives, and maximize client satisfaction
    • Cultivate client relationships and ensure effective service delivery to accounts
    • Focus on client satisfaction, know the client’s business and workflows, develop proper contact network within accounts
    • Track client activity in internal systems in order to execute on account strategy and identify additional opportunities
    • Build consensus and develop relationships at multiple levels – executive sponsors, influencers, and decision makers
    • Lead periodic client reviews to identify potential areas for growth and additional projects/ revenue
    • Deliver exceptional client service in the day-to-day management of Aunalytics clients
    • Support post-sales transition and account renewal opportunities
  • Manage all aspects of the sales cycle including prospecting, initial contact, qualifying, and closing
  • Work collaboratively with the sales team to uncover client needs and priorities; and develop value-based use-cases and account engagement strategies
  • Meet or exceed quarterly and annual sales quota on a consistent basis
  • Stay up-to-date on financial services and data science trends and developments
  • Perform business development and communication functions at field events such as conferences, trade shows, and seminars and with partner organizations
  • Travel to client sites as necessary
  • Perform additional duties as assigned to ensure client and company success

Required Skills:

  • Demonstrated success and 2+ years of experience working in a business development role within a bank or credit union or selling to banks or credit unions
  • In-depth understanding of the financial services industry, with an emphasis on community banking
  • Ability to identify new sales opportunities and manage a complex sales cycle and close strategic deals
  • Excellent written and verbal communication skills, with an ability to simplify complex topics and always relate technical explanations back to the business value of our solutions
  • Quick, on-your-feet thinking, especially in meetings where you might be asked unstructured, rapid-fire questions
  • Problem-solving skills that enable you to identify the best solutions, given a list of prospect business requirements
  • Excellent interpersonal skills with a proven ability to partner and communicate effectively with all levels of an organization, including executive-level
  • Resourceful in getting things done, self-starter, and productive working independently or collaboratively—ours is a fast-paced entrepreneurial environment with performance expectations and deadlines
  • Share our values: growth, relationships, integrity, and true grit
Position Details

Location: South Bend, IN
Type: Full-time

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