Senior Client, Operations and Sales Leader for Credit Unions

Wellthi Technologies, Inc. is a dynamic and rapidly growing fintech company revolutionizing the way banks and financial institutions (FIs) operate. Our innovative Virtual Branch platform empowers our clients to enhance customer engagement, reduce costs, and drive growth. We are seeking a highly motivated and results-oriented Senior Client, Operations and Sales Leader for
Credit Unions to join our team on a full-time consultancy basis.

Role Overview

We are seeking a motivated and results-driven Senior Client, Operations and Sales Leader with a strong focus on selling to credit unions. The ideal candidate will have significant experience in the credit union industry, proven sales expertise, and a passion for fintech solutions. This role requires a self-starter who can build and maintain strong client relationships, drive sales, and contribute to Wellthi’s mission of transforming financial communities.

Responsibilities

Market Research: Identify and analyze prospective credit union clients, understanding their unique needs and challenges.
Sales Strategy: Develop and execute sales strategies to meet and exceed revenue targets specific to the credit union segment.
Client Engagement: Build and maintain relationships with key stakeholders within credit unions, including executives and decision-makers.
Product Demonstrations: Present and demonstrate Wellthi’s solutions to potential clients, showcasing how our offerings align with their needs.
Negotiation and Closing: Manage the sales cycle from lead generation to contract negotiation and closure.
Collaboration: Work closely with marketing, product development, and customer success teams to ensure alignment and successful onboarding of new clients.
Reporting: Maintain accurate records of sales activities, pipeline status, and client interactions using CRM tools.
Industry Knowledge: Stay updated on trends, challenges, and opportunities in the credit union and fintech industries.

Qualifications

Bachelor’s degree in Business, Finance, Marketing, or a related field (or equivalent experience).
Minimum of 5 years of procurement or sales experience, with significant experience in the credit union industry.
Proven track record of success in selling software or marketing services to credit unions.
Strong understanding of the credit union market, including regulatory and operational nuances.
Excellent communication, presentation, and negotiation skills.
Strong network and reputation within the credit union industry.
Ability to work independently, manage time effectively, and meet deadlines.
Proficiency in CRM tools and sales analytics platforms.
Willingness to travel as required.

Compensation :

Consulting fee + Commission

Disclaimer: This is a commission-based position with no benefits.

JOIN OUR TEAM

Submit your resume and a cover letter outlining your experience and qualifications to [email protected] We will carefully review your application and reach out to you as soon as possible.