Contract Sales Executive

Overview

We are seeking a strategic and results-driven Sales and Client Solutions Executive to lead our B2B sales initiatives and drive credit union and community bank acquisition, retention, and satisfaction. This role is pivotal in expanding our market presence, not only within the financial industry but with higher education clients as well, forging strong client relationships, and delivering tailored solutions. The ideal candidate will be an independent self-starter with a proven track record in B2B sales leadership within the Edu Tech and/or Fin Tech sector with a deep understanding of the start-up environment.

• Sales Leadership:
  • Develop and execute comprehensive sales strategies to achieve revenue targets and market share growth within the banking and credit union sectors.
  • Growing and maintaining a healthy sales funnel at all times
  • Monitor and analyze sales performance metrics, providing regular reports to the executive team via KPI's in the context of the Goalsetter strategic plan.
• Client Solutions:
  • Present the Goalsetter solution to clients, including product demos and sales presentations.
  • Understand B2B customer needs and partner with the product, engineering and marketing teams to develop solutions that align with their objectives.
  • Collaborate with Finance and Customer Success to ensure client solutions are profitable, innovative and effective.
  • Establish and maintain strong relationships throughout the sales cycle with key clients, acting as a trusted advisor and primary point of contact.
• Market Expansion:
  • Identify new business opportunities and partnerships to drive growth.
  • Determine key industry events that Goalsetter should have a presence at and collaborate with Marketing on effective strategies for Goalsetter to optimize sales.
  • Conduct market research to stay abreast of industry trends, competitive landscape, and emerging technologies.
  • Represent the company at industry events, conferences, and networking opportunities to enhance brand visibility and reputation.
• Collaboration and Communication:
  • Work closely with the executive team to align sales strategies with overall business goals and long-term strategy.
  • Communicate sales plans, progress, and challenges to stakeholders, ensuring transparency and alignment.

• Goalsetter’s Mission is to transform the financial future of all Americans by creating the next generation of Savers and Investors. The ideal candidate should be excited about our mission, and be an active proponent of the credit union movement.
• Goalsetter’s values are:
  Innovation, Team-First, Integrity and Customer-Centric. An optimal candidate should live those values and be excited to work in an organization that also lives those values.
• This role will interface between Financial Institution CIO’s, CMO’s, Retail Leaders and decision makers in Colleges and Universities.
• Should be conversant in core banking terminology used by credit unions and community banks to communicate about their solutions.
• Bachelor’s degree in Business, Marketing, Finance, or a related field.
• 3+ years of experience in sales within the financial services industry, specifically working with banks and credit unions.
• Proven track record of achieving and exceeding sales targets.
• Strong understanding of financial and educational technology solutions.
• Excellent leadership, communication, and interpersonal skills.
• Strategic thinker with the ability to execute tactically.
• Experience working in a startup environment is highly desirable.
• Proficiency in CRM software and sales analytics tools.

From classroom to real life, Goalsetter equips schools, families, and companies with the tools to build financially successful futures.

If you want to learn more about what we’re up to, visit our website at  or check our IG:

• Highly competitive compensation paired with a generous commission structure and performance accelerators.
• 100% remote work
• An open and collaborative culture
• A fun, mission-driven environment