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Senior Client Business Executive

Company: CO-OP Financial Services
Location: Rancho Cucamonga
Posted on: February 21, 2021

Job Description:

US-CA-Rancho Cucamonga
US-AZ-Phoenix
US-TX-Fort WorthReq No. 2Category SalesType Full-Time

The Opportunity

We are seeking a talented Senior Client Business Executive to serve in the capacity as a back-up to management, conduct onsite visits with clients nationwide, serve as an executive-level liaison, as well as evaluate, analyze, market, present, demonstrate, and sell products and services. The ability to achieve and maintain superior levels of client satisfaction, especially at the executive level, is required.

  • This position is fully-remote. That means we are open to talent across the country and the person in this position will be able to continue working remotely even after we transition back into our physical office locations.

    What You Can Look Forward to

    • A proven track record of growing relationships with executive level management while demonstrating value to the client.
    • Ability to articulate complex or simple concepts "in the moment".
    • Escalation point for clients assigned to your book of business.
    • Ability to negotiate longer term contracts, neutralize objections and exhibit value at an executive level.
    • Meet with Senior Executives on a consistent basis including Credit Union leaders and Payment strategy leaders.
    • Maintain a profitable relationship with each assigned client.
    • Travel of up to 60%+ is required.
    • Manage a group of large/strategic/complex clients.
    • Develop skill set and knowledge above what is required and share best practices with CBE team.
    • Strong leader on CBE team and a mentor and trainer for new CBE's.
    • Participate in leadership activities that will benefit team and/or company.
    • Act as team lead and back up manager.
    • Expand C suite relationships.
    • Responsible to assist assigned clients with growth of portfolio.
    • Cross sale of CO-OP products and services to assigned credit unions.
    • Share industry insight and enhance the educational opportunities that benefit the team.
    • Be a trusted advisor and advocate for your book of clients throughout organization.
    • Work with Sales Managers and uncover platform referrals.
    • Facilitate Strategic Business Reviews.
    • Manage Account Plans in Salesforce.com.
    • Responsible for reporting risks that are identified to the appropriate team and/or management. Additionally, responsible for managing, monitoring and reporting risks within the scope of your work area, to include, but not limited to Information Security risks.
    • Actively supports our CO-OP culture and embraces our core values of Work as Partners, Communicate Openly and Honestly, Demonstrate Excellence and Champion Change in all interactions.

      What You'll Need to Succeed

      • Bachelor's degree in related field or equivalent work experience.
      • 5+ years of experience in Payments and Payment Innovation preferred.
      • Served in an Account Management or Executive position for more than 5-years.
      • Thorough financial services and technology industry knowledge.
      • Maintain executive presence and presentation skills.
      • Must possess an understanding of consultative selling and effectively execute on product sales.
      • Active listening skills and the ability to communicate strategic ideas effectively in both written and verbal communications throughout all levels of an organization, especially with C-level executives.
      • Ability to self-manage and maintain a flexible schedule, which will include extensive travel time.
      • Demonstrated ability to quickly learn new products, services, and technologies.
      • A proven track record of growing relationships with executive level management while demonstrating value to the client.
      • Outstanding interpersonal/relationship management and problem solving skills, as well as the ability to escalate issues throughout levels of an organization appropriately.
      • Must be a self-starter, collaborative, detail oriented and able to take leadership role into all phases of the sales cycle.
      • Customer/client service and leadership orientation - support strategic future, culture and leadership practices.

        Why Join CO-OP?

        CO-OP is committed to fostering a workplace where every employee feels valued, respected, and connected. We are dedicated to understanding, attracting and engaging a diverse workforce where every employee can live up to their pull potential; ensuring that our employee base reflects the consumers we serve. The result of this effort is an inclusive environment where diverse talent thrives. You will be part of an organization that focuses on a strong culture and embodies the credit union movement philosophy of People Helping People. CO-OP's commitment to reflecting our own core values and purpose extends beyond how we serve our clients and the products that we deliver.

        With more than 35 years of industry leadership, CO-OP Financial Services is the largest, most comprehensive credit union service organization in the nation. CO-OP serves as THE credit union technology engine, bringing payments solutions, engagement services and strategic counsel to help credit unions optimize member experiences to consistently provide seamless, personalized multi-channel offerings, while delivering secure, sophisticated fraud mitigation service.

        CO-OP serves more than 3,000 client credit unions, with 60 million debit and credit cardholders, nearly 30,000 surcharge-free ATMs and more than 5,600 shared branches nationwide. Our vast technological ecosystem facilitates more than 6.5 billion transactions every year and equips credit unions of all sizes to deepen member engagement and prosper in the fast-paced world of fintech.

        The Perks

        • Fun, challenging and, collaborative work environment with passionate colleagues that care deeply about the intersection of technology and human-centered financial services.
        • Great Work/Life Benefits - Paid Time Off (PTO), Maternity, Parental, Family Care, Adoption Leave Programs, Community Volunteer Time Off, and 10 Paid Holidays.
        • Health benefits - medical, dental, & vision plus wellness programs and gym reimbursements.
        • 401K with generous company match.
        • Tuition reimbursement.

          PI

Keywords: CO-OP Financial Services, Rancho Cucamonga , Senior Client Business Executive, Other , Rancho Cucamonga, California

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