Senior National Sales Executive


This full-time position will be based in our Tampa office (highly preferred) or can be remote based on sales experience.

The Sr. National Sales Executive must be a driven individual who excels at proactively selling the Company’s industry-changing data analytics software and professional data-driven consulting services to achieve revenue, sales and profit targets.  Ideal candidate should be experienced in building relationships and above all else keep a full pipeline and manage sales activity for complex sales cycles of Enterprise software, Data Technology, Data Integration, Analytics, and Data warehousing. This includes retaining revenue with current accounts by identifying opportunities to cross-sell additional ancillary products and growing account base with new sales via mass webcasts, onsite meetings, and tradeshows. The ideal candidate will be highly motivated to maintain current knowledge of technology and best practices in the information technology and analytics fields and participate in an appropriate level of professional networking.

ESSENTIAL FUNCTIONS:

  • Proactively sell to existing and new credit unions in assigned region.
  • Build and maintain relationships with key prospects and decision makers.
  • Identify new opportunities for additional data analytics software services within the sales cycle.
  • Maintain accurate records of contacts and prospects utilizing our systems and procedures.
  • Manage post-sale client relationships to maximize product extension sales to existing customers.
  • Lead and personally undertake sales activities from initial contact until sale closure while also working closely and collaboratively with sales and client engagement teams to identify new data and analytics revenue opportunities. This includes contacting new and existing clients face-to-face as well as via telephone and electronically.
  • Prepare, tailor and present RFP’s that fully meet client expectations, conduct sales presentations and demos to clients.
  • Maintain a solid knowledge of the company’s underlying technology.
  • Analyze competitor products and activities and develop product expertise needed to technically differentiate from and position against competition.
  • Present regular detailed reports to management regarding sales activities and success rates.
  • Represent the company at trade shows, conferences, industry meetings and other avenues to initiate sales of the company’s products.
  • Provide support for the Client Engagement team’s relationship management activities as needed in retaining current accounts.
  • Ensure client satisfaction throughout the sales and implementation process and support implementation planning as needed.
  • Develop strong working relationships with partner companies and credit unions within assigned territory.
  • The travel required for this position is approximately 50-60%.
  • Perform other duties as assigned.

KNOWLEDGE SKILLS & ABILITIES

POSITION REQUIREMENTS:

This full-time position will be based in our Tampa office (highly preferred) or can be remote based on sales experience.

Minimum Education/Experience:  Bachelor’s degree (BA or BS) from an accredited college or university plus a minimum of three (3) years experience in the specific or related field.  Or a high school diploma or equivalent plus a minimum of six (6) years experience in the field.

Company / Industry Knowledge:  Prior experience in credit union or financial services industries is strongly preferred.

Other Knowledge / Experience:

  • 5+ years of experience and a proven track record in Enterprise Software Sales, preferably in the area of data integration and analytics in financial services space.
  • Strong knowledge of enterprise data analytics software, data technology, data integration, data warehousing, data visualization and dashboarding tools, core data processing.
  • A good understanding of the data analytics lifecycle, Microsoft SQL Service Stack (primarily SSIS and SSRS), ETL, star schema architecture, IT infrastructure and ability to conceptualize complex data in simple ways.
  • Understand data visualization tools such as Tableau and PowerBI, and business intelligence in the financial services industry.

SKILLS/ABILITIES:

Sales Skills:  Possess a Hunter mentality.  Able to identify opportunities and close new sales. Ability to prospect and present persuasive information to a variety of audiences via the telephone, mass webcasts, sales roadshows and onsite visits.  Ability to identify clients and prospects needs, and present the product offering that meets those needs. Ability to self-generate leads within an assigned territory.  Ability to work independently and as part of team in a fast-paced, changing environment.

Other Skills:  Excellent time management, communication, decision-making, presentation, negotiating and organizational skills.  Excellent problem-solving skills. Strong attention to detail.  Ability  to establish and maintain effective working relationships with employees, partners and clients in order to accomplish company goals.

Language Ability:  Excellent verbal and written communication skills.  Ability to facilitate meetings and effectively present information to top management and other key personnel. Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents.  Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community.

Math Ability:  Ability to add and subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals.  Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

Reasoning Ability:  Ability to define problems, collect data, establish facts, and draw valid conclusions.  Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

Computer Skills:  Proficiency in Microsoft Office products, particularly Excel, PowerPoint and Word.  Prior experience using a sales management database preferred, especially MS Dynamics.

WORKING CONDITIONS:

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.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job the employee is regularly required to sit, talk and hear.  The employee is frequently required to use hands and fingers in the course of daily job duties. The vision requirements include close vision. Significant mental stress may be incurred due to time deadlines, pressures and demands from both internal and external sources.  Significant overnight travel is required (50-60%).

To apply, please send your resume and cover letter to HR@trellance.com.