Open Positions

About Our Client

Our client is a market leader in retail and small-business banking analytics and checking solutions, partnering with financial institutions across the country to drive meaningful deposit growth, fee income, and stronger customer relationships. Since the early 2000s, their solutions have helped hundreds of banks and credit unions generate billions in new revenue by combining deep data insights with modern, value-added checking products.

What sets our client apart is their ability to blend proprietary analytics, dynamic pricing strategies, and innovative product design with practical, hands-on support. Their approach helps financial institutions not only launch stronger checking programs, but also continuously optimize performance over time—improving primacy, engagement, and long-term value.

Execution, collaboration, and customer obsession aren’t just buzzwords here; they’re how the work gets done.

Mission & Values

Mission

To be the go-to resource for retail and SMB banking analytics, strategy, and product performance—helping financial institutions grow and optimize deposits, fee revenue, and customer relationships through:

• Data-driven insights paired with actionable recommendations
• Modern, innovative solutions that generate recurring revenue
• Supportive marketing and business development guidance
• Clear, insightful performance reporting

Core Values

Execution over Perfection | Can-Do Attitude | Collaboration | Transparency | Customer Obsession

About the Role

Our client is seeking a Regional Director, Sales to drive growth across a multi-state territory. This role is responsible for prospecting, developing, and expanding relationships with banks and credit unions, delivering consultative sales experiences that lead to successful client partnerships.

This is a high-impact, outward-facing role that blends relationship-building, strategic selling, client education, and program launches. You’ll work closely with Project Management, Analytics, and Operations teams to ensure smooth implementations and measurable results.

If you enjoy being in front of clients, thrive in a performance-driven sales environment, and don’t mind frequent travel, this role offers an exciting opportunity to make a measurable impact.

Key Responsibilities

• Conduct 5–8 sales presentations per week with C-suite, Retail, and Marketing leaders at banks and credit unions
• Prospect and develop new client relationships across an assigned 3–4 state territory
• Deliver engaging, consultative sales presentations both virtually and in person
• Manage sales pipeline activity and client data using Salesforce CRM
• Collaborate cross-functionally to support onboarding, program launches, and long-term client success
• Travel an average of three days per week to meet with prospects and clients
• Follow established sales processes while maintaining consistent, proactive prospecting activity
• Present proprietary analytics and network-based solutions to financial institution decision-makers

Required Qualifications

• Bachelor’s degree (BA or BS)
• 2+ years of experience in consultative selling, outside sales, or B2B sales
• Proven ability to sell to C-suite and senior leadership audiences
• Experience managing longer, multi-touch sales cycles
• Willingness and ability to travel extensively while managing time effectively
• Strong proficiency with presentation tools, mobile applications, and video conferencing platforms

Preferred Qualifications

• Experience selling to financial institutions (banks or credit unions)
• Background in financial services, fintech, or data-driven solutions
• Hands-on experience with CRM tools, especially Salesforce
• Track record of meeting or exceeding sales targets and revenue goals

Sound like You? Let's saddle up!

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