Sales Executive

1 month ago

Houston, United States First Service Credit Union Full time
Address: 16430 Park Ten Place, Houston Texas 77084

Role: As a Junior Sales Executive, you will play a crucial role in driving sales growth by prospecting, demonstrating and selling our online origination systems for account opening and loans. Serves as a champion for eCU Technology's workplace culture.

Essential Functions & Responsibilities:
  • Research and identify potential clients. Prospect and qualify leads through various channels including cold calling, conferences, email campaigns, client referrals and networking.
  • Schedule and coordinate product demonstrations and presentations with prospects.
  • Develop a deep understanding of our online ORIGINS Membership and Loan Origination platform. Effectively communicate their features, benefits and value propositions to prospects.
  • Collaborate with sales team to create tailored proposals and quotes that address client needs and objectives. Follow up with leads and clients to ensure a positive sales experience and address any questions or concerns.
  • Maintain accurate records of sales activities, client interactions and pipeline opportunities in the CRM (SharpSpring/Constant Contact) system.
  • Stay updated on industry developments, competitive offerings, and best practices in online origination software sales.Travel to client onsite visits and/or conferences across the US.
  • Performs other job related duties as assigned.

Performance Measurements:

1. Scheduled Calls Monthly - Scheduled calls per month with inbound and outbound leads.

2. Qualified Connections - Count of prospects which qualify as an actual lead

3. Appointments - Count of appointments with new prospects which do not include a demo

4. Demo - Count of demos scheduled and delivered

5. Sales - Count of news sales and up-sales

Knowledge and Skills:

Experience - Three years to five years of similar or related experience.

Education - Equivalent to a college degree (BS or BA in a relevant field).

Interpersonal Skills- Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.

Other Skills - Previous experience in sales, preferably in the financial services or software industry, is advantageous but not required. Strong communication, presentation and interpersonal skills. Ability to work collaboratively in a fast-paced, strong work ethic and team-oriented environment. Excellent organization skills with a keen attention to detail. Requires the ability to build strong relationships both inside and outside the office. Requires a high level of problem solving capabilities as well as curiosity, self-motivation and adaptability. Requires excellent time management skills and the ability to schedule work activities so deadlines are met and goals are accomplished in a timely and organized manner. Proficiency in Microsoft Office Suite and CRM Software. (SharpSpring-Constant Contact). Motivated self-starter with a drive to learn and succeed in a sales role.

Physical Requirements - While performing the duties of the job, the employee is regularly required to:

-position self to move about the work area

-reach, grab, sort

-communicate in person and via telephone with others

-ability to transport a minimum of 40 pounds

-ability to set up conference booths

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