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CMA CGMField Sales Expert
Field Sales Expert at CEVA Logistics establishing contracts and driving sales growth. Fostering relationships and collaborating to meet customer needs while exceeding sales targets.
About the role
- Generates new leads through outbound calls, emails, networking, and in-person meetings
- Builds and maintains strong relationships with prospective and existing clients to drive long-term business
- Utilizes CRM tools (e.g., IRIS CRM, Salesforce, HubSpot) to manage pipeline and client interactions
- Prepares proposals and performs sales presentations and product training at client locations
- Prepares client implementation documents and maintains client files
- Performs follow up with Merchant Services referrals from bank employees
- Provides telephone support and acts as primary customer service contact for Merchant Services customers (account inquiries, technical support, billing, special requests)
- Monitors portfolio reports (low volume, no activity, inventory record) and performs periodic portfolio reviews to identify revenue opportunities
- Acts as liaison to branch staff with qualifying Merchant services prospects and joins them in sales activities
- Performs pricing review of regional competitors and maintains prospect database and monthly sales reports
- Completes administrative tasks and required Bank Compliance Training; ensures adherence to bank policies, state and federal laws, and AML/CFT responsibilities
- Positively represents the Bank through ethical conduct and community involvement
- Performs duties in an office or home office environment and travels up to 75% for client locations, conferences, corporate events, and training sessions
Requirements
- Bachelor’s degree from an accredited college or university required; relevant field preferred (e.g., Business, Finance, or related)
- Minimum 3–5 years of related experience in banking, merchant services sales, or relevant industry required
- Demonstrated ability to cross-sell and explain all products and services with confidence and authority
- Knowledge of commercial banking products and services as well as strong understanding of federal compliance regulations preferred
- Ability to take initiative and effect change within the Bank through consensus building, negotiation, and conflict resolution
- Experience with CRM's and Payment Gateways preferred
- Proficiency with Microsoft Office Suite (Excel, Word, Outlook) required
- Experience with digital onboarding tools or virtual sales platforms
- Effective oral, written, and interpersonal communication skills
- Strong organizational and time management abilities with attention to detail
- Strong teamwork and relationship skills to lead collaborative efforts
- Ability to work independently with minimal supervision and as part of a team
- Willingness to take on special projects and perform other duties as assigned
- Commitment to continuous learning and professional development
- Ability to maintain authenticity and integrity in all professional interactions
- Capable of managing multiple priorities and meeting deadlines in a dynamic environment
- Proven ability to adapt to changing priorities and procedures
- Current driver’s license and a vehicle with appropriate insurance coverage if required to drive while performing assigned duties
- Willingness and ability to travel up to 75%
Benefits
- Company ownership through our Employee Stock Ownership Program (ESOP)
- A friendly, close-Knit work culture that encourages growth
- Opportunities to Participate in Community Networking Events
- Medical/Dental/Vision
- Life Insurance
- Paid Vacation
- 401(k) Retirement Plan
- Training & Development
- Tuition Reimbursement
- Employee Assistance Program
- Internal Job Posting & Referral Program
- Market-competitive base salary
- Structured ramp-up bonus, one-time payouts, quarterly bonuses, and profit share
Job title
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