Bachelor’s degree in business, marketing, finance, communications, or a related field preferred; equivalent experience in SaaS, financial services technology, or enterprise business development will also be considered.
5+ years of experience in business development, sales development, account development, or inside sales for B2B SaaS, enterprise software, or financial services technology solutions, with a track record of success in complex or enterprise sales environments.
Demonstrated ability to independently prospect into complex enterprise accounts, engage senior-level stakeholders, and create qualified sales opportunities that convert to accepted pipeline.
Strong understanding of SaaS sales motions, subscription-based software value propositions, buying committees, and enterprise qualification methodology.
Ability to learn and communicate complex software concepts clearly, including the business outcomes associated with forecasting, staffing, scheduling, appointment booking, and customer engagement.
Excellent written and verbal communication skills with the ability to craft highly relevant, executive-ready outreach, discovery messaging, and account-specific points of view.
Strong commercial judgment, business acumen, intellectual curiosity, and comfort discussing operational efficiency, customer experience, sales productivity, workforce planning, and technology transformation.
Highly organized, self-directed, and metrics-driven, with consistent follow-through and disciplined CRM hygiene.
Proven ability to operate with minimal direction, manage multiple target accounts, and consistently meet or exceed activity, meeting, pipeline, and opportunity quality expectations.
Comfortable working in a fast-paced, collaborative environment with sales, marketing, product, consulting, and executive stakeholders.
Preferred Experience
Experience selling or prospecting SaaS solutions into retail banking, credit unions, or other financial institutions.
Knowledge of branch workforce management, workforce optimization, forecasting, capacity planning, scheduling, or resource planning solutions.
Experience with appointment booking, queue management, customer engagement, digital appointment journeys, or branch transformation technology.
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