About The Position

Who are we? At Finastra, we are a dynamic global provider of open finance software solutions, dedicated to expanding access to financial services. Our innovative applications span Lending, Payments, Treasury and Capital Markets, and Universal Banking. Proudly serving over 8,000 customers, including 45 of the world's top 50 banks, we aim to boost financial inclusion for all. Join us and be part of a vibrant company that embraces diverse perspectives, and is committed to doing well by doing good. What will you contribute? Generate revenue by selling software solutions and services to new prospects within assigned territory. This position will focus on the Finastra Lending and/or Mortgage suite of products in both bank and credit union markets that are smaller in asset size. Selling activities will be performed through Digital sales channels.

Requirements

  • 2+ years of financial institution and/or financial technology experience.
  • 2+ years of inbound and/or outbound business-to-business phone marketing or sales experience.
  • Demonstrated track record of selling over the phone with a history of exceeding sales goals.
  • Ability to build and grow relationships.
  • Strong tenacity and follow-up skills.
  • Excellent written, verbal, and interpersonal communication skills.
  • Self-motivated with ability to work independently and as part of a team.
  • Strong time management, organizational and decision-making skills.
  • Strong attention to detail.
  • Proficient with Microsoft Office.
  • Strong knowledge of financial institutions internal operations.
  • Bachelor’s degree in Business or equivalent experience.

Nice To Haves

  • Experience in one or more of the following areas preferred: Consumer Lending, Commercial Lending, Mortgage Lending or Branch Operations.
  • Experience working with Finastra products preferred.
  • Sales automation tool experience preferred.
  • B2B Sales and/or Account Management experience a plus.

Responsibilities

  • Create and manage a strategic territory plan that includes activities for quota attainment.
  • Build and maintain relationship with prospects to communicate strategic plans and status.
  • Engage with management on large opportunities.
  • Close business to meet forecast commitments and sales quotas.
  • Perform outbound business development & sales activities for an assigned territory to close business and to achieve or exceed assigned bookings/quota objectives.
  • Analyse financial position and challenges of clients to determine sales approach.
  • Maintain sales forecasting data in sales reporting system.
  • Coordinate internal resources to ensure prompt, accurate, and professional delivery of sales, marketing, and proposal materials to prospects.
  • Develop and maintain relationships with industry/professional individuals and organizations.
  • Participate in user group meetings and trade shows as needed.
  • Stay abreast of current industry trends, competitors, and current/new company products and services.
  • Participate in training programs as directed by manager.
  • Other duties as assigned.

Benefits

  • Flexibility: Enjoy unlimited vacation, based on your location and business priorities. Hybrid working arrangements, and inclusive policies such as paid time off for voting, bereavement, and sick leave.
  • Well-being: Access Confidential one-on-one therapy through our Employee Assistance Program, find support from our network of Wellbeing Champions and Gather Groups, and a calendar of monthly events and initiatives designed to help you thrive - Inside and Outside of work.
  • Medical, life & disability insurance, retirement plan, lifestyle and other benefits
  • ESG: Benefit from paid time off for volunteering and donation matching.
  • DEI: Participate in multiple DE&I groups for open involvement (e.g., Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, Women@Finastra).
  • Career Development: Access online learning and accredited courses through our Skills & Career Navigator tool.
  • Recognition: Be part of our global recognition program, Finastra Celebrates, and contribute to regular employee surveys to help shape Finastra and foster a culture where everyone is engaged and empowered to perform at their best.

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Number of Employees

5,001-10,000 employees

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