Strategic Advisor

UFS LLC•Grafton, WI

2d•$70,000 - $120,000•Onsite

About The Position

Navanta empowers community banks and our people to thrive – together. We are a growing company of passionate, talented and driven individuals who care deeply for one another and our customers. As part of a diverse and skilled Advisement Team, this position works under the leadership of the VP of Strategic Advisement. The Strategic Advisor is responsible for supporting relationships with clients and expanding sales within existing accounts.

Requirements

Strong understanding of technology issues with financial institutions
Strong communication and organization skills
Excellent customer service experience
Maintain clear written and verbal communications
Organize and write procedures in a logical/methodical manner
Ability to manage and meet deadlines
Work well in team environment
Ability to maintain confidential information
Minimum of two years’ experience in the banking industry and IT Sales
B.S. in a Business, Technical, and/or Information Systems major or equivalent in education and experience

Nice To Haves

Outgoing personality, great relationship management skills with a solid passion for customer service
Strong work ethic, self-starter with a strong sense of ownership, responsibility and follow-through
Proactive with a pleasant manner
Able to earn the respect of others and respect differing opinions
High degree of emotional intelligence

Responsibilities

Work with assigned customers to promote effective relationships with Navanta.
Ability to follow predesigned Strategic Advisor processes and sales process.
Demonstrate strong selling skills by ability to qualify leads, identify customer needs, translate features to benefits, deliver effective demos and close deals.
Maintain strong retention rates and highlight problem renewals before renewal meetings.
Conduct Quarterly Controlled Self-Assessment meetings with clients and attend Technology committee meetings when appropriate.
Ability to discuss strategy with internal department management and prepare for support contract negotiations.
Market Endpoint agreements, ASR recommendations and all Navanta services to existing customer base.
Act as a conduit or facilitator to resolve lingering or high-profile support problems in which Navanta is involved.
Represent Navanta to financial institutions in a professional manner.
Act in a proactive manner to make “good will’ calls and perform consistent follow up.
Frequent travel to client sites within assigned territory.
Other duties as assigned.
Participate in culture-related meetings, activities and events.