Regional Sales Coach supporting RBC Brewin Dolphin sales teams to enhance sales leadership and effectiveness across client facing teams. Delivering coaching, support, and strategic guidance through sales methodologies and training programs.
About the role
- Sales Director managing large enterprise accounts for financial services technology company. Expanding market share by developing new business opportunities and maintaining relationships with financial institutions.
Responsibilities
- Create new business opportunities and build relationships with banks, asset managers, hedge funds, private equity firms, and other financial institutions
- Directly manage and nurture a named account list (of prospects) and develop account plans for winning and expanding business
- Partner with subject matter experts to navigate across solutions
- Maintain knowledge of industry, data, stakeholder reporting, and regulatory challenges and trends
- Attend and network at related industry events
- Work within a dynamic setting in a culture that strives for and rewards achievement
- Develop account plans for winning and expanding business with financial institutions
- Contribute to shaping our platform partnership strategy and building repeatable processes and scaled engagement models
- Develop outbound strategies to create and nurture opportunities
- Forecast Accuracy so that Management can properly plan for growth
- Maintaining a very clean view into current quarter and future quarter opportunities and forecast
- Selling automation solutions into large enterprises, BPOs and Shared Services operations, to manage complex sales campaigns from introduction to closure
- Self-generate new pipeline
- Close new business from end user clients
- Forecast Accuracy so that Management can properly plan for growth
- The ability to travel roughly 30-60% of the time is a requirement
Requirements
- 8-12 years of experience of financial services sales; familiarity with regulatory trends and developments in the industry a plus
- Full sales cycle experience
- A self-starter mindset
- Demonstrable communication, presentation, relationship, and collaboration skills
- Demonstrated ability to successfully accomplish responsibilities in a high-pressure, high-workload environment
- High level of comfort preparing and leading client presentations
- Strong working knowledge of Microsoft Office applications – specifically MS PowerPoint, Word, and Excel
- Bachelor’s Degree or equivalent experience
- Strong background in new business sales with a demonstrable track record of success
- Background in a consultative sales environment with an excellent understanding of complex solution sales cycles and proven experience in successful solution selling
- Experience and proven ability to sell to the business, as well as the IT influencers
- Inquisitive and tenacious with the ability to find new opportunities and extend the value of accounts
- Credible at both executive and operational levels, with the ability to develop long-term relationships
- Comfortable in carrying a quota, have strong organizational skills and excellent relationship skills
- Will have a ruthless focus on results – pipeline generation, revenue and profit, with the ability to lead and inspire others in your ecosystem
- Excellent communicator, both written and verbally.
Benefits
- 401k Matching Program
- Professional Development Reimbursement
- Flexible Personal/Vacation Time Off
- Sick Leave
- Paid Holidays
- Medical
- Dental
- Vision
- Employee Assistance Program
- Parental Leave
- Discounts on fitness clubs, travel and more!
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