Regional Vice President – SWIVEL Inside Sales

SWIVEL•San Antonio, TX

About The Position

SWIVEL, an SWBC software technology company, is seeking a Regional Vice President to drive new client acquisition, payment transaction volume, and revenue growth within an assigned territory, primarily serving credit unions and community banks. The role develops relationships with financial institution executives, identifies payment acceptance and loan repayment needs, and leads consultative sales cycles from prospecting and discovery through demonstrations, proposals, negotiations, and contract execution. The Regional Vice President works with implementation, product, operations, risk and compliance, finance, and client success teams to align SWIVEL solutions with client needs, support the transition from sale to implementation, and identify opportunities for long-term client growth. The role also manages territory planning and pipeline activity, maintains CRM records and forecasts, develops referral and industry relationships, partners with Marketing, and travels locally and nationally—and potentially internationally—as business needs require.

Requirements

Minimum of five years of successful B2B consultative sales experience.
Demonstrated ability to manage a territory and develop new business through proactive prospecting and relationship development.
Experience navigating complex sales cycles involving multiple decision-makers and business stakeholders.
Demonstrated success presenting solutions, developing proposals, negotiating agreements, and achieving revenue goals.
Strong executive-level prospecting, discovery, presentation, relationship management, objection-handling, and negotiation skills.
Ability to assess client business needs and position technology or financial services solutions based on measurable value.
Strong pipeline management, territory planning, sales forecasting, and CRM skills.
Proficiency with Salesforce or a comparable customer relationship management platform.
Ability to understand and communicate payment processing economics, transaction fees, implementation considerations, and client value.
Ability to coordinate cross-functional resources throughout complex consultative sales cycles.
Excellent written, verbal, presentation, and interpersonal communication skills.
Strong organizational and time-management skills, with the ability to work independently and manage multiple opportunities and priorities.
Ability to build relationships and close business effectively through phone, email, video meetings, and in-person interactions.

Nice To Haves

Bachelor’s degree in Business, Finance, Marketing, Technology, or a related field preferred; equivalent relevant professional experience may be considered.

Responsibilities

Develop and execute a territory business plan focused on new client acquisition, payment transaction volume, and revenue growth.
Proactively engage credit unions and community banks through targeted outreach, referrals, industry relationships, and digital prospecting.
Build relationships with financial institution executives and stakeholders in lending, operations, finance, payments, and technology.
Identify and qualify opportunities from outbound prospecting, marketing campaigns, referral partnerships, industry relationships, and competitive displacement.
Maintain a healthy, measurable sales pipeline aligned with territory and revenue goals.
Conduct discovery into prospective clients’ payment channels, transaction volumes, processing costs, member or borrower experiences, workflows, technical environments, and integration requirements.
Position SWIVEL products and services according to documented client needs, objectives, operational requirements, and economic value.
Lead executive presentations, product demonstrations, and sales discussions throughout the evaluation process.
Coordinate pricing, business cases, proposals, procurement requirements, contract negotiations, and internal approvals.
Develop strategies to address client concerns, competitive challenges, and other sales obstacles.
Lead opportunities through contract execution and maintain clear communication with prospective clients and internal stakeholders.
Collaborate with Product, Implementation, Operations, Finance, Risk and Compliance, and Client Success to confirm solution fit and set client expectations.
Support the transition from sales to implementation by communicating client requirements, commitments, risks, and objectives.
Identify opportunities to introduce additional SWIVEL capabilities that address prospective or existing client needs.
Maintain accurate and timely CRM records covering interactions, opportunity stages, sales activities, forecasts, competitive information, and next steps.
Provide regular updates on territory performance, pipeline activity, forecasts, competitive developments, and potential business risks.
Develop productive relationships with referral sources, strategic partners, and industry contacts.
Participate in industry events, conferences, virtual forums, webinars, and other business development activities as appropriate.
Partner with Marketing on campaigns and sales initiatives for priority market segments and prospective clients.
Travel locally and nationally, and potentially internationally, to support client meetings, sales activities, conferences, and business needs.
Perform other related duties as assigned.