• Sales Engineer

    Job Locations US
    Req No.
  • Overview

    CO-OP Financial Services provides technically superior products and services to financial institutions across the nation. We are seeking a talented Sales Engineer to be responsible for revenue based selling of the full suite of organizational products and solutions for net new sales, existing sales and renewals. Sales Engineers are to be an industry expert in payments platforms and an expert solution specialist on all CO-OP products and technology services. Actions taken by Sales Engineers are in support of the Sales Team consisting of Regional Sales Managers (RSM) and Client Business Executives (CBE). Additional responsibilities include ongoing support to internal partners and teams who service existing CO-OP clients and renewals including Client Business Representatives (CBR).




    • Work collaboratively with Regional Sales Managers on net/new/add-on sales opportunities for Credit Unions $75mm & below in asset size.
    • Work collaboratively with small Client Business Executives on client retention/add-on sales opportunities.
    • Work collaboratively with small Client Business Representatives on client retention/add-on sales opportunities for ACV’s less than $100K in revenue.
    • Be a solution specialist and work every step of the way in concert with the Regional Sales Managers/Client Business Executive/Client Business Representative through opportunity completion. Exhibit proficient mastery of all CO-OP products and technology solutions as well as infrastructure including but not limited to ATM/Debit Processing, Fraud and Analytic tools, Shared Branching, Call Center Support, Digital, Credit Processing and add on services demonstrating technological advances and articulating product capabilities
    • Accompany Regional Sales Managers or Client Business Executives to client meetings to provide expert technical and product support during the sales cycle
    • Act as trainer and mentor to provide expertise and skilled support for CO-OP’s full suite of solutions
    • Gather and maintain competitive intelligence, and use this knowledge to educate both clients and co-workers on where CO-OP products fit into the competitive spectrum
    • Evaluate and understand market changes and significant events and report to CO-OP Financial Services management
    • Demonstrate clear understanding and effective communication of how CO-OP solutions relate and provide support as needed/requested from the product groups and business partners
    • Present and demo processing solutions and propose value differentiators within the competitive landscape
    • Conduct periodic presentations and/or trainings as needed or required both internally and externally. Serve as an educational resource and Subject Matter Expert (SME)
    • Participate on Product Launch Teams at the request and direction of Product Development
    • Participate in various meetings, conferences, and presentations as assigned and provide support when requested for preparation, review and/or delivery of formal presentations.
    • Learn to navigate the competitive landscape and to understand and articulate the CO-OP value proposition.
    • Provide market Intel and feedback to the membership, product and marketing teams and business partners regarding evolving client needs and product direction/strategy.
    • Must proactively take ownership and execute essential tasks in support of the Sales Team as well as be responsive and supportive of change.
    • Actively supports our CO-OP culture and embraces our core values of Work as Partners, Communicate Openly and Honestly, Demonstrate Excellence and Champion Change in all interactions.


    • 5 to 8 years of financial services experience in a Financial Institution and/or the Financial Industry preferred. Experience in sales, operations, marketing, and/or relationship management are required. Previous transaction based services experience required. College degree in business, marketing, or related field preferred.
    • College degree in business, marketing, or related field required .
    • Masters’ degree preferred.
    • Previous sales, client relations and sale operations experience required.
    • Three years’ experience in the payments industry required.
    • Must demonstrate strong and effective presentation/demo skills over the phone as well as in-person.
    • Must demonstrate proficient EFT/Financial Services/Payment Processing technical knowledge.
    • Must demonstrate individual technically complex problem solving in an evolving industry and adapt effectively to change.
    • Must exhibit independent critical thinking skills and possess the ability to proactively anticipate and problem solve.
    • Must demonstrate strong verbal reasoning skills and possess excellent communication abilities – both written and verbal.
    • Must demonstrate drive, initiative and commitment in supporting attainment of sales revenue goals and objectives.
    • Must be a successful individual contributor as well as an effective team member
    • Must exhibit effective emotional maturity while interacting with existing/potential clients and sales team as well as internal and external resources.
    • Must possess excellent active listening skills and demonstrate critical perceptive abilities to understand each opportunity including decision makers and influencers in the evaluation sales process.
    • Must exhibit excellent organizational and time management skills - to include good judgment and decision-making abilities.
    • Must possess strong mathematical skills and spreadsheet competency.
    • Must reveal demonstrated experience in Microsoft Word, Excel, PowerPoint, CRM platforms and related internal tools required for success working in this role.
    • Must work effectively independently, collectively and in a team environment exhibiting appropriate behavior.
    • Must thrive under pressure and be nimble while maintaining a positive can-do attitude.



    About Us

    CO-OP Financial Services is the technology engine that provides access and convenience for credit unions. With over 35 years of credit union service, CO-OP connects credit union members to their accounts through Debit, Credit, ATM, Shared Branching, Member Interaction Services, Mobile, Virtual, and Bill Pay services. CO-OP serves a total of 3,500 member credit unions, 50 million cardholders, 30,000 surcharge-free ATMs, and more than 5,500 shared branches. Handling three billion-plus annual transactions, CO-OP is the nation’s largest credit union service organization—offering resources that enable deeper member engagement to help credit unions prosper.



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