National Sales Executive - Collections

CO-OP Financial Services

Job Overview

Location

Remote-USA

Job Type

Full-time

Full Job Description

📋 Description

• Develop external business by promoting financial products and solutions to increase market share within assigned territory across new and existing Financial Institutions.
• Assist the VP, Sales with forecasting revenue from all new business sales initiatives.
• Research and contact key decision-makers at target Financial Institutions to assess and qualify their potential as partners based on strategic value and growth alignment.
• Document all business development activities and maintain an accurate sales pipeline.
• Gather and analyze competitive intelligence and industry trends to inform sales strategy and client conversations.
• Build and lead a structured weekly sales pipeline through cold calling, lead referrals, and timely follow-ups on RFPs.
• Participate in nationally coordinated sales campaigns and regional sales activities.
• Create and deliver virtual and in-person formal proposals featuring detailed pricing analysis and incentive packages to prospective Financial Institutions.
• Establish and maintain effective communication with prospects through appropriate channels, identifying and overcoming sales process obstacles.
• Ensure seamless hand-off of committed Financial Institutions to Account Executives for ongoing relationship management.
• Achieve annual revenue targets established at the beginning of the fiscal year.
• Strengthen brand awareness by actively participating in industry conferences, trade shows, and external events.
• Engage internal subject matter experts as needed to support the sales process and enhance client solutions.
• Represent the company by serving as a guest speaker, participating in industry projects, and attending state league meetings.
• Stay current on industry regulations, market changes, and competitive dynamics to maintain strategic relevance.
• Participate in high-level negotiations and strategic discussions with target Financial Institutions.
• Perform other duties as assigned to support sales objectives and organizational goals.

🎯 Requirements

• High School diploma or equivalent required
• Bachelor’s Degree preferred
• Five (5) years of external sales experience with Financial Institutions or eight (8) years of external business development and sales experience required
• Consulting experience preferred
• Must possess strong cold calling skills and ability to negotiate with and influence others
• Proficiency in word processing, spreadsheet, and presentation software applications

🏖️ Benefits

• Competitive wages ranging from $75,800.00 to $96,700.00 based on experience
• Medical insurance with telemedicine coverage
• Dental and Vision insurance
• Paid Time Off (PTO) and 12 paid holidays
• 401(k) with employer match
• Health Savings Accounts (HSA) with company contributions
• Mental Health and Well-being: Employee Assistance Program (EAP)
• Tuition Reimbursement
• Wellness program
• Community Volunteer Time Off
• Maternity, Parental, and Family Care leave
• Company Paid Disability Insurance
• Flexible Spending Accounts (FSA)
• Supplemental Insurance

Skills & Technologies

Remote

Degree Required

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CO-OP Financial Services

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About CO-OP Financial Services

CO-OP Financial Services, operating as Velera, is a financial technology cooperative serving credit unions across the United States. It provides payment processing, digital banking platforms, ATM and shared-branch networks, fraud management and data analytics tools. The organization enables credit unions to offer members secure, modern banking experiences comparable to large banks while maintaining cooperative ownership and governance. Services include credit, debit and prepaid card processing, online and mobile banking solutions, real-time payments and contactless technologies. Founded in 1981, the company rebranded its technology arm to Velera in 2023 to emphasize innovation and growth in the fintech sector.

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