Portfolio Sales Manager (Core Banking Software)

Posting ID : A1068480097
Date Posted : 2015-08-18
Category : Sales

IBT, a national core banking software company, is looking for an Portfolio Sales Manager (PSM) to sell core processing software to financial institutions. If you are looking for a fast-paced environment where rewards commensurate with your experience and contributions, we would like to hear from you.The PSM needs to understand the business of banking and bank operations. Previous core software sales experience is desired and the qualities and characteristics of a good Sales Representative are required.

Generate sales leads via cold calling, email, partnership contacts and other means to community financial institutions
Maintain an active pipeline of prospects
Maintain sales database using Salesforce.com including logging all prospect notes, calls, meetings, partner activities, new leads, etc.
Analyzes data, item and network requirements of prospective client and draws up prospectus of plan designed specifically for client
Quotes prices for services outlined in prospectus, revises or expands prospectus to meet client's needs
Periodically confers with clients and establishment personnel to verify satisfaction with service or to resolve complaints
Build and maintain relationships with third party vendors
May attend tradeshows to develop further leads and prospects
Assists in conversion process and continued service to the client where necessary
Other duties as required
The above statements describe the general nature and level of work being performed by individuals assigned to this classification. This is not intended to be an exhaustive list of all responsibilities and duties required of personnel so classified.
Must have knowledge of banking operations and have sold to community financial institutions in the past.
Must be knowledgeable of the competitive threats and opportunities facing the community banker, especially, those from the super-regional banks, national banks, and credit unions
Minimum of three years' experience selling banking software, preferably core software.
Experience with managing the complete sales cycle from lead generation to close
Experience with managing a sales pipeline and accurately forecasting sales opportunities
Must be a team player. Collaboration will be required, both internally and externally.
Must work well independently and be self motivated
Valid driver's license and able to drive an automobile
Must be able to travel 30% of the time
Good verbal and written communication skills, strong attention

Required experience:

Bank software sales: 1 year

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