Job Summary

• This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients.
• Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources.
• Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk.

Matching Summary

Skills & Requirements

Key Requirements

• Proven success in consultative sales
• Ability to demonstrate improving financial outcomes
• Passion for outside sales
• Analyze financial conditions and industry trends
• Understand and interpret financial statements
• Excellent communication and leadership ability
• Demonstrated client portfolio management
• Thorough knowledge of small business products
• Familiarity with CRM platforms

Work Rights