First Service Credit Union
Sales Executive (eCU Technology)
First Service Credit Union, Houston, Texas, United States, 77246
Address: 16430 Park Ten Place, Houston Texas 77084
Role:
As a Junior Sales Executive, you will play a crucial role in driving sales growth by prospecting, demonstrating and selling our online origination systems for account opening and loans. Serves as a champion for eCU Technology's workplace culture.Essential Functions & Responsibilities:Research and identify potential clients. Prospect and qualify leads through various channels including cold calling, conferences, email campaigns, client referrals and networking.Schedule and coordinate product demonstrations and presentations with prospects.Develop a deep understanding of our online ORIGINS Membership and Loan Origination platform. Effectively communicate their features, benefits and value propositions to prospects.Collaborate with sales team to create tailored proposals and quotes that address client needs and objectives. Follow up with leads and clients to ensure a positive sales experience and address any questions or concerns.Maintain accurate records of sales activities, client interactions and pipeline opportunities in the CRM (SharpSpring/Constant Contact) system.Stay updated on industry developments, competitive offerings, and best practices in online origination software sales.Travel to client onsite visits and/or conferences across the US.Performs other job related duties as assigned.Performance Measurements:1. Scheduled Calls Monthly – Scheduled calls per month with inbound and outbound leads.2. Qualified Connections – Count of prospects which qualify as an actual lead3. Appointments – Count of appointments with new prospects which do not include a demo4. Demo – Count of demos scheduled and delivered5. Sales – Count of news sales and up-salesKnowledge and Skills:Experience -
Three years to five years of similar or related experience.Education -
Equivalent to a college degree (BS or BA in a relevant field).Interpersonal Skills-
Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.Other Skills -
Previous experience in sales, preferably in the financial services or software industry, is advantageous but not required. Strong communication, presentation and interpersonal skills. Ability to work collaboratively in a fast-paced, strong work ethic and team-oriented environment. Excellent organization skills with a keen attention to detail. Requires the ability to build strong relationships both inside and outside the office. Requires a high level of problem solving capabilities as well as curiosity, self-motivation and adaptability. Requires excellent time management skills and the ability to schedule work activities so deadlines are met and goals are accomplished in a timely and organized manner. Proficiency in Microsoft Office Suite and CRM Software. (SharpSpring-Constant Contact). Motivated self-starter with a drive to learn and succeed in a sales role.Physical Requirements
- While performing the duties of the job, the employee is regularly required to:-position self to move about the work area-reach, grab, sort-communicate in person and via telephone with others-ability to transport a minimum of 40 pounds-ability to set up conference booths
Role:
As a Junior Sales Executive, you will play a crucial role in driving sales growth by prospecting, demonstrating and selling our online origination systems for account opening and loans. Serves as a champion for eCU Technology's workplace culture.Essential Functions & Responsibilities:Research and identify potential clients. Prospect and qualify leads through various channels including cold calling, conferences, email campaigns, client referrals and networking.Schedule and coordinate product demonstrations and presentations with prospects.Develop a deep understanding of our online ORIGINS Membership and Loan Origination platform. Effectively communicate their features, benefits and value propositions to prospects.Collaborate with sales team to create tailored proposals and quotes that address client needs and objectives. Follow up with leads and clients to ensure a positive sales experience and address any questions or concerns.Maintain accurate records of sales activities, client interactions and pipeline opportunities in the CRM (SharpSpring/Constant Contact) system.Stay updated on industry developments, competitive offerings, and best practices in online origination software sales.Travel to client onsite visits and/or conferences across the US.Performs other job related duties as assigned.Performance Measurements:1. Scheduled Calls Monthly – Scheduled calls per month with inbound and outbound leads.2. Qualified Connections – Count of prospects which qualify as an actual lead3. Appointments – Count of appointments with new prospects which do not include a demo4. Demo – Count of demos scheduled and delivered5. Sales – Count of news sales and up-salesKnowledge and Skills:Experience -
Three years to five years of similar or related experience.Education -
Equivalent to a college degree (BS or BA in a relevant field).Interpersonal Skills-
Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.Other Skills -
Previous experience in sales, preferably in the financial services or software industry, is advantageous but not required. Strong communication, presentation and interpersonal skills. Ability to work collaboratively in a fast-paced, strong work ethic and team-oriented environment. Excellent organization skills with a keen attention to detail. Requires the ability to build strong relationships both inside and outside the office. Requires a high level of problem solving capabilities as well as curiosity, self-motivation and adaptability. Requires excellent time management skills and the ability to schedule work activities so deadlines are met and goals are accomplished in a timely and organized manner. Proficiency in Microsoft Office Suite and CRM Software. (SharpSpring-Constant Contact). Motivated self-starter with a drive to learn and succeed in a sales role.Physical Requirements
- While performing the duties of the job, the employee is regularly required to:-position self to move about the work area-reach, grab, sort-communicate in person and via telephone with others-ability to transport a minimum of 40 pounds-ability to set up conference booths