Sr Sales Executive; Hybrid

Please use Firefox or Chrome Internet browser to complete this application.

Salary Grade: BCE

Salary Pay Range for This Position: $68,640.00 - $

For this position, we anticipate offering an annual salary of $105,000 - $115,000.

This position is responsible for supporting all sales activities for the Wescom Credit Union CUSO, Wescom Resources Group, in an assigned territory or solution space. The position requires knowledge of WRG product and service lines, strong analytical and communication skills, relationship building throughout the credit union industry, and strong organizational skills for ongoing funnel management and execution of account-specific sales strategies and tactics.

• Manage the overall execution and fulfillment of WRG sales and relationship management objectives for an assigned territory or region.
• Carry a senior-level sales target for software sales, hosted solutions, and professional consulting/programming hours, and a unit objective for key solutions (UNITRI, Tellergy, etc.).
• Analyze specific target markets and accounts, chart out and execute the appropriate territory-level and account-level strategies and tactics needed to generate opportunities and move them forward (Account/Opportunity Planning).
• Perform business analysis of clients' and prospects' needs, uncover pain points, derive business needs, and recommend appropriate WRG solutions (Needs Assessment).
• Prepare professional written proposals for WRG prospects that outline the business needs, derived benefits, business case for change, and recommended solutions from the WRG portfolio, including RFP responses (Proposal Writing/Delivery).
• Deliver product and company presentations (on-site and online) to prospective clients, outlining key features and advantages of WRG solutions (Product Demos).
• Generate new demand and leads for WRG solutions through formal and informal means based on relationships in the industry (Demand/Lead Generation).
• Attend selected trade shows, user group meetings, and similar events to represent WRG and its solutions to clients (Trade shows and Events).
• Gather feedback and provide routine input to supervisor on marketplace and competitive changes (Competitive/Market feedback).
• Play a lead role in negotiating with prospects/clients on deal pricing and terms, negotiating to mutually beneficial terms (Price/Deal Negotiation).
• Maintain an accurate, up-to-date funnel in CRM tool (), to enable accurate revenue reports and forecasts.
• Maintain executive-level relationships with selected target accounts to help ensure that WRG maintains visibility within the client’s organization.

Inside Contacts

• WRG Client Services staff – Daily
• Credit Union support staff – Frequently
• Other Wescom CUSO staff – Occasionally

Outside Contacts

• Credit Union clients/prospects – Daily
• Vendor Partners – Frequently
• Other Financial Institutions – Occasionally

• Bachelor's Degree, or appropriate similar work experience.
• 10 years of previous experience in similar roles.
• Sales of financial products to credit unions.
• Knowledge of credit union operations, as well as overall product management.
• Sales, Service and Marketing skills.
• Communications skills, verbal and written.
• Data review and analysis.
• Coordinate effective meetings, presentations, and events.

Proficient in Microsoft applications (Word, Excel, Outlook). Must be proficient in technology applications including the Credit Union's operating system and specialized software required for performance of position.

• Telephone
• CRT
• Photocopy machine
• PC/Computer Terminal and peripheral equipment
• Fax Machine

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions and decimals. Ability to compute rates, ratios, and percentages.

• Job requires 75% sitting and 25% standing or walking while performing job duties.
• Minimal lifting, stretching, or bending is required.
• Occasional lifting of up to 10 pounds.
• Vision abilities required include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.

This position may qualify as Remote or Hybrid with a home base at one of Wescom's offices. The Remote or Hybrid status may be discontinued by Wescom in its sole discretion at any time. The work environment is moderately quiet and non-smoking. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

If you are applying for a Hybrid/Remote position, please note that applicants are required to reside within our service areas which are defined as the following counties:
Los Angeles, Orange, San Bernardino, Riverside, Ventura, Santa Barbara, San Diego, Imperial, Fresno, Kern, Kings, Madera, Merced, Mariposa, Monterey, San Benito, San Joaquin, San Luis Obispo, Santa Cruz, Stanislaus and Tulare.