Senior Sales Executive
BankOnIT, Phoenix, AZ, United States
Overview
The Senior Sales Executive will focus on building and nurturing client relationships, driving lead generation, and actively supporting the sales process from prospecting to sign‑up. This role requires someone who is self‑motivated, able to manage client communications effectively, and passionate about contributing to the company’s growth by helping clients implement the company’s solutions.
Key Responsibilities
Lead Generation and Client Engagement
Proactively generate new leads through various channels (cold calls, networking, social media, etc.)
Engage potential clients by introducing our services and building relationships that address their unique business needs.
Sales Process Support
Follow up with clients throughout the sales process, ensuring all inquiries and concerns are addressed promptly.
Maintain detailed records of client interactions and track progress through the sales funnel in CRM.
Meeting Coordination
Coordinate and organize roundtable meetings with prospects to ensure productive discussions.
Sales Execution
Qualify prospects, present proposals for services, and execute long‑term contracts with community banks for Bankers Private Cloud services.
Assist clients throughout the onboarding process, ensuring a seamless transition to Bankers Private Cloud services and providing any necessary support to guarantee their satisfaction.
Ongoing Executive Networking
Establish a network of community bankers at the executive level in designated territory.
Maintain relationships with current clients and seek new opportunities to network with future prospects via traditional methods and/or organized events.
Competencies
Thoroughness
Problem Solving/Analysis
Initiative
Communication Proficiency
Sales Acumen
Team Player
High emotional intelligence
Adaptability
Work Independently
Time Management
Flexibility
Negotiation Skills
Executive Presence
Supervisory Responsibility This position has no direct supervisory responsibility.
Work Environment This role is remote, requiring proficiency in virtual communication and CRM platforms.
Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to sit for long periods of time; use hands to type, handle or feel; and reach with hands and arms. The employee is occasionally required to stoop or kneel. The employee must occasionally lift and move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
Position Type and Expected Hours of Work This is a full‑time position. Days of work are Monday through Friday. Hours of work are 8:00 a.m. to 5:00 p.m.
Travel Moderate travel is required for client meetings and conferences.
Required Education And Experience
Bachelor’s degree or equivalent experience.
7-10 years of experience in B2B sales with a demonstrated ability to meet or exceed sales targets.
Preferred Education And Experience
Five or more years in a B2B sales role ideally selling complex technology solutions to financial institutions or similar industries.
Additional Eligibility Requirements
Demonstrated ability to engage and build relationships with senior executives.
Proven track record of achieving and exceeding sales goals within a quota‑based environment.
Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, and responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
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Key Responsibilities
Lead Generation and Client Engagement
Proactively generate new leads through various channels (cold calls, networking, social media, etc.)
Engage potential clients by introducing our services and building relationships that address their unique business needs.
Sales Process Support
Follow up with clients throughout the sales process, ensuring all inquiries and concerns are addressed promptly.
Maintain detailed records of client interactions and track progress through the sales funnel in CRM.
Meeting Coordination
Coordinate and organize roundtable meetings with prospects to ensure productive discussions.
Sales Execution
Qualify prospects, present proposals for services, and execute long‑term contracts with community banks for Bankers Private Cloud services.
Assist clients throughout the onboarding process, ensuring a seamless transition to Bankers Private Cloud services and providing any necessary support to guarantee their satisfaction.
Ongoing Executive Networking
Establish a network of community bankers at the executive level in designated territory.
Maintain relationships with current clients and seek new opportunities to network with future prospects via traditional methods and/or organized events.
Competencies
Thoroughness
Problem Solving/Analysis
Initiative
Communication Proficiency
Sales Acumen
Team Player
High emotional intelligence
Adaptability
Work Independently
Time Management
Flexibility
Negotiation Skills
Executive Presence
Supervisory Responsibility This position has no direct supervisory responsibility.
Work Environment This role is remote, requiring proficiency in virtual communication and CRM platforms.
Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to sit for long periods of time; use hands to type, handle or feel; and reach with hands and arms. The employee is occasionally required to stoop or kneel. The employee must occasionally lift and move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
Position Type and Expected Hours of Work This is a full‑time position. Days of work are Monday through Friday. Hours of work are 8:00 a.m. to 5:00 p.m.
Travel Moderate travel is required for client meetings and conferences.
Required Education And Experience
Bachelor’s degree or equivalent experience.
7-10 years of experience in B2B sales with a demonstrated ability to meet or exceed sales targets.
Preferred Education And Experience
Five or more years in a B2B sales role ideally selling complex technology solutions to financial institutions or similar industries.
Additional Eligibility Requirements
Demonstrated ability to engage and build relationships with senior executives.
Proven track record of achieving and exceeding sales goals within a quota‑based environment.
Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, and responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
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