National Business Consultant

This is a fully remote position, open to applicants in Florida, +8 more states.

📋 Description

• Develop, oversee, and enhance a robust sales funnel.

• Identify and qualify prospects, manage the sales pipeline, and provide accurate forecasts.

• Meet and surpass set sales targets and revenue goals.

• Create new sales opportunities across Navari business units by leveraging assigned credit unions, leagues, referral partners, and existing client relationships.

• Guide opportunities from the prospecting phase through discovery, solution positioning, proposal creation, contract negotiation, and final closing.

• Collaborate with Solutions Specialists and subject matter experts for product demonstrations, presentations, and business case development.

• Coordinate the establishment of products at credit unions, which includes executive meetings, solution presentations, implementations, and client adoption.

• Formulate and execute strategies for client retention and expansion.

• Conduct in-person business reviews to uncover cross-selling and upselling opportunities.

• Maintain sales forecasts and report on pipeline health, territorial activities, competitive insights, and revenue projections.

• Build and nurture relationships with credit union executives, league leadership, strategic partners, and industry stakeholders.

• Collect and disseminate competitive intelligence, industry trends, client feedback, and emerging opportunities.

• Adhere to company sales processes, reporting requirements, travel policies, and CRM data standards.

⛳️ Requirements

• Bachelor's degree in business, marketing, or a related field, or relevant years of experience is required.

• A minimum of three to five years of prior experience in outside sales is essential.

• Proficient computer skills are necessary.

• Experience with Microsoft Office (Word, Excel, and PowerPoint) is required.

• Previous experience in selling SaaS, technology, or financial services solutions to credit unions or banks is highly preferred.

• Adaptability to changing work requirements is essential.

• Exceptional written, interpersonal, and group communication skills, both via phone and in-person, are necessary.

• A strong sense of urgency with a focus on customer service is important.

• Strong innovative thinking skills are required.

• Ability to work independently and efficiently with minimal supervision is a must.

• Strong problem-solving and analytical skills are essential.

• Capability to work effectively in a team setting is necessary.

• Strong aptitude for business development is required.

• Excellent presentation and persuasion skills are necessary.

• Willingness to travel up to 50%, manage flights, and adapt to time zone changes.

• Additional travel may be required to support company events and conferences.

🏝️ Benefits

• Medical, dental, and vision insurance.

• Short- and long-term disability insurance.

• Life insurance coverage.

• Options for HSA and FSA.

• Credit for opting out of health insurance coverage.

• 401(k) plan with a 5% company contribution.

• Vacation, volunteer time, parental leave, and holidays, including floating holidays.

• Discretionary year-end bonuses.

• Annual merit increases based on performance.

• Flexible remote and hybrid work arrangements.

• Continuous learning and development opportunities.

• Wellness programs.

• Pet insurance options.

• Discounts for team members.

• Opportunities to engage, connect, and make a meaningful impact.