Desert Financial Credit Union

Compensation

Full Description

The Business Development Executive is responsible to drive the adoption of our Conversational AI and Business Intelligence (BI) solutions. They work with clients and prospective clients to understand their operational challenges, demonstrate the value of intelligent automation and data-driven insights, and lead them through the full sales cycle—from prospecting to close. What you will do here: Business Development: Develop and execute a comprehensive business development strategy to identify and target potential net new Credit Unions as clients for our technology solutions. Sales Cycle Management: Manage the entire sales cycle from prospecting and lead generation to closing deals, including identifying client needs, preparing proposals, and ensuring a smooth transition to the implementation team. Prospect, qualify, and develop new business opportunities within assigned territories or verticals. Develop tailored solution proposals, including ROI models, business cases, technical scopes, and implementation plans. Represent the company at industry events, webinars, and conferences to generate leads and build brand awareness. Relationship Building: Build and nurture long-term relationships with key decision-makers within Credit Unions, understanding their business objectives, challenges, and requirements to position our technology solutions effectively. Engage with C-level and senior decision makers in IT, operations, customer experience, and analytics to understand business goals and pain points. Industry Expertise: Stay up-to-date with the latest trends and developments in Credit Union technology and software solutions, understanding the competitive landscape, and leveraging this knowledge to provide value-added insights to clients. Stay current on AI, automation, and analytics trends. Collaboration: Collaborate closely with our SwitchThink leadership team, including product management and innovation, marketing, information security, solutions engineering, client service, client delivery and operations building technical expertise to target account opportunities, ensure a seamless client experience, and delivering on client commitments. Ensure alignment between customer needs and solution capabilities. Pipeline Management: Maintain accurate and up-to-date records of sales activities, opportunities, and progress, providing regular reports and reliable forecasts to the leadership team. Provide market, competitor, client intelligence and win themes throughout the opportunity life cycle Growth: Identify opportunities for market expansion, new revenue streams, and partnerships to drive the growth of our technology solutions. Present and demonstrate Conversational AI and BI capabilities, including chatbots, virtual assistants, analytics dashboards, and data integration solutions. Client Success: Work closely with the implementation, client services and delivery teams to ensure successful onboarding and adoption of our solutions and proactively address any client concerns or issues. What you will need: Bachelor's Degree in Sales, Marketing, CIS or related field preferred. 7+ years of proven success in business-to-business sales, preferably in the technology industry, with a focus on selling software and information technology solutions required. 3+ years of experience in B2B technology sales, preferably in SaaS, AI, analytics, or enterprise software required. 1+ years experience with CRM systems (e.g. Salesforce, HubSpot, ..) required. 1+ years experience selling conversational AI, business intelligence, and data analytics tools is a strong plus preferred. 1+ years experience work in financial services (preferably credit unions) with developed existing relationships preferred. Industry Knowledge: Strong understanding of the Credit Union industry, including its operations, challenges, and technology requirements required. Sales Skills: Demonstrated ability to effectively navigate complex sales cycles, negotiate contracts, and close deals, with a track record of meeting or exceeding sales targets required. Strong understanding of conversational AI platforms, chatbots, data warehousing, and data analytics required. Relationship Building: Exceptional interpersonal and relationship-building skills, with the ability to establish credibility and trust with key decision-makers required. Demonstrated ability to translate technical capabilities into clear business value and ROI required. Strategic Thinking: Strong strategic thinking and problem-solving abilities, with the capacity to understand client needs and develop customized solutions to address them required. Communication Skills: Excellent verbal and written communication skills, with the ability to deliver compelling presentations and proposals to diverse audiences. Excellent story-telling skills required. Self-Motivated: Highly motivated and driven self-starter with a passion for sales and a results-oriented mindset required. Team Player: Collaborative mindset and the ability to work effectively within a team-oriented environment required. Comfortable working in a fast-paced, innovative environment required. Travel: Willingness to travel as needed to meet with clients and attend industry conferences and events required. Strong consultative selling approach and ability to influence across multiple stakeholders preferred. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. For additional information about our organization, careers, and benefits visit: http://www.desertfinancial.com/careers.