• Senior Regional Sales Manager

    Job Locations US-CA-Rancho Cucamonga
    Req No.
  • The Opportunity

    CO-OP Financial Services provides technically superior products and services to financial institutions across the nation. We are seeking a talented Senior Regional Sales Manager to be responsible is sales, with responsibility of managing all aspects of Business Development within geographic assignments; including initiating contact with credit unions and affiliated organizations for developing new business, cultivating and maintaining relationships with prospective clients, and meeting with prospective clients to explain products, services, costs, and the advantages of CO-OP Financial Services.




    • Create and implement Strategic Business Plan that actively promotes and communicates CO-OP Financial Services products and services via sales calls, board presentations, staff presentations, chapter meetings, vendor nights, alliance partners and any other activity or event that may arise or as directed by management.
    • Produces professional presentation materials to support this effort.
    • Coordinate successful hand off of new clients to National Relationship Managers and Network Implementation.
    • Markets CO-OP Financial Services products and services by calling on strategic member and non-member credit unions and affiliated organizations.
    • Participates in various conventions, trade shows, vendor nights, and related functions to showcase CO-OP Financial Services products and services and nurture relationships to offer support to existing clients.
    • Produces credit union cost proformas based on credit union profiles and product profiles.
    • Coordinates the sales process, from proposal through the contract phase. Initiates the hand-off between the sales and implementation teams.
    • Assists Relationship Managers with responsibility for the management of strategic clients.
    • Provides feedback to the membership, product and marketing departments concerning client needs and product strategy.
    • Must react to change productively and handle other essential tasks as assigned.
    • Regular attendance and punctuality as a full time employee in order to daily exercise all of the essential functions.
    • Senior RSM will be accountable for significant level of quota attainment in assigned territory.
    • Senior RSM will be expected to demonstrate leadership in database management (Salesforce.com) related to contacts, activities, opportunities, and associated Annual Contract Value calculations.
    • Senior RSM will serve as resource and mentor to less experiences RSMs within the team.  
    • Key responsibility will be knowledge sharing and process assistance to fellow RSMs.
    • RSM will diligently manage Salesforce.com information and opportunities daily, including aggressive pursuit of identified addressable market opportunities within territory.
    • 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.

    What You’ll Need to Succeed

    • Seven years successful previous Sales or Marketing experience in EFT industry required.
    • Five to Seven years of issuer experience with Debit and Credit providers.
    • Financial Institution background in, marketing, account management or member services preferred.
    • College degree in marketing, business or related field preferred.
    • Must be able to take own initiative and possess the ability to problem solve and work independently.
    • Excellent communication, organizational skills and proven leadership skills required.
    • This position requires extensive travel (approximately 60%).
    • Incumbent must have vehicle, auto insurance, and a valid driver's license.

    Why Join CO-OP?

    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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