Business Development Executive AI - SwitchThink

Business Development Executive AI – Switch Think

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The Business Development Executive is responsible for driving the adoption of our Conversational AI and Business Intelligence (BI) solutions. They work with clients and prospective clients to understand their operational challenges, demonstrate the value of intelligent automation and data-driven insights, and lead them through the full sales cycle—from prospecting to close.

• Develop and execute a comprehensive business development strategy to identify and target potential net new Credit Unions as clients for our technology solutions.
• Manage the entire sales cycle from prospecting and lead generation to closing deals, including identifying client needs, preparing proposals, and ensuring a smooth transition to the implementation team.
• Prospect, qualify, and develop new business opportunities within assigned territories or verticals.
• Develop tailored solution proposals, including ROI models, business cases, technical scopes, and implementation plans.
• Represent the company at industry events, webinars, and conferences to generate leads and build brand awareness.
• Build and nurture long-term relationships with key decision-makers within Credit Unions, understanding their business objectives, challenges, and requirements to position our technology solutions effectively. Engage with C-level and senior decision makers in IT, operations, customer experience, and analytics to understand business goals and pain points.
• Stay up-to-date with the latest trends and developments in Credit Union technology and software solutions, understanding the competitive landscape, and leveraging this knowledge to provide value-added insights to clients. Stay current on AI, automation, and analytics trends.
• Collaborate closely with our Switch Think leadership team, including product management, innovation, marketing, information security, solutions engineering, client service, client delivery, and operations building technical expertise to target account opportunities, ensure a seamless client experience, and deliver on client commitments. Ensure alignment between customer needs and solution capabilities.
• Maintain accurate and up-to-date records of sales activities, opportunities, and progress, providing regular reports and reliable forecasts to the leadership team. Provide market, competitor, client intelligence and win themes throughout the opportunity life cycle.
• Identify opportunities for market expansion, new revenue streams, and partnerships to drive the growth of our technology solutions. Present and demonstrate Conversational AI and BI capabilities, including chatbots, virtual assistants, analytics dashboards, and data integration solutions.
• Work closely with the implementation, client services, and delivery teams to ensure successful onboarding and adoption of our solutions and proactively address any client concerns or issues.

• Bachelor's Degree in Sales, Marketing, CIS or related field – preferred.
• 7+ years of proven success in business-to-business sales, preferably in the technology industry, with a focus on selling software and information technology solutions – required.
• 3+ years of experience in B2B technology sales, preferably in SaaS, AI, analytics, or enterprise software – required.
• 1+ years experience with CRM systems (e.g., Salesforce, Hub Spot) – required.
• 1+ years experience selling conversational AI, business intelligence, and data analytics tools – preferred.
• 1+ years experience working in financial services (preferably credit unions) with developed existing relationships – preferred.
• Strong understanding of the Credit Union industry, including its operations, challenges, and technology requirements – required.
• Demonstrated ability to effectively navigate complex sales cycles, negotiate contracts, and close deals, with a track record of meeting or exceeding sales targets – required.
• Strong understanding of conversational AI platforms, chatbots, data warehousing, and data analytics – required.
• Exceptional interpersonal and…