Results - driven Salesforce Data Modeler for USG's evolving Customer Experience team. Responsible for designing integrated data models within Salesforce to support analytics.
About the role
- Technical Sales Specialist responsible for leading customers through the buying process at Verafin. Collaborating cross-functionally and delivering strategic solutions for financial institutions.
Responsibilities
- Guide the Customer Journey: Lead existing customers through every stage of the buying process — from qualification and discovery to scoping, due diligence, and contract negotiation.
- Deliver Strategic Solutions: Identify pain points and risks within financial institutions, engaging multiple stakeholders and aligning solutions to their position in the buying journey.
- Collaborate Cross-Functionally: Work closely with Technical Services and other internal teams to design tailored solutions, prepare Statements of Work (SOW), and ensure a seamless customer experience.
- Communicate with Clarity: Present integration and technical requirements in a simplified, customer-friendly manner while staying informed on industry trends and Verafin’s unique value proposition.
- Grow and Innovate: Contribute ideas to enhance offerings, participate in training and development, and collaborate across departments to drive continuous improvement.
Requirements
- Technical Communication: Ability to grasp complex technical concepts and clearly communicate them to both technical and non-technical stakeholders.
- Consultative Sales Approach: Strategic thinking with experience navigating complex sales cycles involving multiple stakeholders.
- Discovery & Scoping Expertise: Skilled in conducting discovery and scoping calls to uncover core issues and define project needs.
- Cross-Functional Collaboration: Proven success working with teams across development, product, legal, and sales to drive outcomes.
- Customer Engagement: Ability to build rapport and connect with individuals at all levels of a customer’s organization, from executives to end-users.
- Nice-to-Have Project & Pricing Insight: Experience in project management practices and determining pricing for complex, scoped projects.
- SOW Preparation: Familiarity with preparing Statements of Work (SOWs), including understanding of responsibilities, risks, and limitations.
- Background in Technical Sales or Implementation: Prior experience in roles such as technical sales, business analyst, or implementation specialist.
Benefits
- We offer a competitive, well-rounded rewards package that supports you and your family — inside and outside of work.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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