National Business Consultant

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

📋 Description

• Develop, manage, and enhance a robust sales funnel

• Identify and qualify potential opportunities, oversee the pipeline, and deliver precise forecasts

• Meet and surpass designated sales quotas and revenue targets

• Create new sales opportunities across various Navari business units

• Guide opportunities through the stages of prospecting, discovery, solution positioning, proposal creation, contract negotiation, and closing

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

• Oversee product integration at credit unions, which includes executive meetings, solution presentations, implementations, and client onboarding

• Formulate and execute retention and expansion strategies for existing clients nearing contract expiration

• Conduct on-site business evaluations and pinpoint cross-selling and upselling opportunities

• Maintain precise sales forecasts and report on pipeline health, territory activities, competitive insights, and revenue projections

• Foster relationships with credit union executives, league leaders, strategic partners, and industry stakeholders

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

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

⛳️ Requirements

• Bachelor’s degree in business, marketing, or a related field, or relevant years of experience are required

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

• Proficient computer skills with experience in Microsoft Office (Word, Excel, and PowerPoint) are required

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

• Ability to adapt to change and varying work requirements

• Excellent written, interpersonal, and group communication skills, both via phone and in person

• Strong sense of urgency with a focus on customer service

• Demonstrated innovation skills

• Capability to work independently with minimal supervision

• Strong problem-solving and analytical skills

• Ability to collaborate effectively in a team environment

• Strong aptitude for business development

• Compelling presentation and persuasion capabilities

• Willingness to travel up to 50%, including extended periods involving flights and time zone adjustments

• Flexibility to travel as necessary to support company events and conferences

🏝️ Benefits

• Medical, dental, and vision insurance

• Short- and long-term disability insurance

• Life insurance

• HSA and FSA options

• Opt-out credit for waiving health 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 options

• Ongoing learning and development opportunities

• Wellness programs

• Pet insurance

• Team member discounts

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