The Business Development Executive is responsible to drive 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.
Requirements
- 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.
- 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.
- Collaborate closely with our SwitchThink leadership team, including product management and 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 delivering on client commitments.
- Maintain accurate and up-to-date records of sales activities, opportunities, and progress, providing regular reports and reliable forecasts to the leadership team.
- Identify opportunities for market expansion, new revenue streams, and partnerships to drive the growth of our technology 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.
