Sales Specialist

Overview

BAI and RMA have come together as Pro Sight Financial Association, a leading industry organization whose purpose is to empower financial services leaders to strengthen and advance our industry. The strategic combination brings together RMA’s experience in serving the commercial banking and risk management functions and BAI’s knowledge in serving the retail banking and regulatory compliance functions. It is a complimentary union of two non-profit organizations that have always had their members’ and customers’ best interests in mind.

Our industry-leading offerings include: peer sharing events, thought leadership, learning & development and decision support solutions. Our work creates positive ripple effects throughout financial services organizations and ultimately helps consumers, businesses and communities thrive.

As a Sales Specialist, reporting to the Group Director of Sales, you'll be at the forefront of shaping our sales organization's culture and success in the US. You will have a pivotal role in developing new client relationships, leveraging a proactive and intelligent approach to understand the unique needs of clients, identify growth opportunities, and contribute to their success. In a role where trustworthiness and engagement reign, you'll drive client satisfaction through a consultative, value-led approach.

You will be a product expert and will identify business needs and propose appropriate solutions for enterprise risk and compliance related software products. Based on customer needs assessment and potential account value, you may travel occasionally to give executive-level presentations to key decision-makers. As a member of the Pro Sight Learning & Development sales team, you will work in a fast-paced, team-oriented environment.

The successful candidate will contribute to the business goals by meeting monthly, quarterly and annual new sales objectives. Pro Sight currently has more than 2,400 clients nationwide. Pro Sight has a strong brand and a leading market position in an industry where compliance and risk requirements are increasing dramatically, all creating much opportunity for sales growth.

Responsibilities

• Manage sales cycle and customers in CRM system.
• Demonstrate technology products and solutions via Teams and/or in person presentations.
• Conduct a needs assessment and develop recommendations/proposals.
• Work with sales team to manage a complex, multi-stakeholder enterprise sales cycle from initial engagement to close.
• Drive pipeline through proactive outreach, network development, and strategic targeting.
• Build and present compelling value propositions, proposals and ROI cases to senior stakeholders (including C-level).
• Collaborate with internal teams to shape proposals, demonstrations and solution design.
• Stay close to the risk management and compliance market — identifying trends, insights, and opportunities that shape your strategy.

What We Offer

• A strategic, high-impact sales role in a company with 100 year history
• A territory with established accounts that have not seen current ERC solution
• Access to senior leadership and influence on how we grow
• A supportive and high-performance sales culture — collaborative, accountable, and ambitious
• Competitive base salary and high commission potential
• Flexibility, autonomy, and the backing to succeed

The compensation range for this position is $100,000 - $110,000 which includes base salary and participation in a commission plan based on individual sales results. Pro Sight offers an outstanding benefits package with comprehensive insurance coverage, a 401(k) plan with company match, flexible paid time off, hybrid and remote working models, tuition assistance and the ability to work in a collaborative, team-oriented environment.

Requirements

• Bachelor's degree required.
• A minimum of 5 years’ experience in technical sales role and direct experience in business-to-business software sales, preferably within the Financial Services sector.
• Alternatively, experience selling enterprise risk management or compliance software products with a consultative approach would be advantageous.
• A desire to grow territory by generating new business through prospecting and working with internal sales team.
• Strong organizational skills and the ability to work in a team selling environment.
• Demonstrated success creating leads and sales through networking.
• A history of meeting or exceeding assigned sales quotas for new business.
• Technologically savvy, with extensive use of the Microsoft Office suite and ability to learn and demonstrate proprietary systems.
• Comfortable working in the C-suite of banks, credit unions, and fintechs.
• Demonstrated high-energy, tenacity and dedication to excellence as a sales professional.
• Motivated by an internal desire to win and a desire to increase your own personal wealth.