Summary
We are seeking a motivated and results-driven Financial Sales Executive (SaaS) to join our team. In this role, you will be responsible for driving new revenue opportunities and expanding our client base within a defined territory. You will manage and maintain a strong sales pipeline, identify growth opportunities, and represent the company at key industry events and trade shows. The ideal candidate is a self-starter with a strong understanding of the commercial lending markets, excellent relationship-building skills, and a proven ability to close deals in a consultative sales environment.
First Corporate Solutions (FCS) services the financial and legal communities with UCC, corporate and real property risk management solutions for searching, filing and document retrieval due diligence. With clients ranging from government agencies to financial institutions, we are founded on providing the best customer service in the industry.
Key Responsibilities
- Develop and execute strategies to generate new business and expand existing client relationships.
- Manage a robust and organized sales pipeline to meet or exceed revenue goals.
- Identify and pursue opportunities within your defined territory.
- Represent the company at tradeshows, conferences, and networking events to promote our solutions and brand.
- Maintain accurate and up-to-date information within the company CRM to ensure effective tracking and reporting of all sales activities.
- Collaborate with internal teams to deliver tailored financial solutions that meet client needs.
- Stay informed of industry trends, competitive offerings, and regulatory developments impacting clients.
Preferred Experience & Attributes
- Bachelor’s degree preferred
- Minimum of 2–5 years of proven success in financial industry sales
- Financial industry experience including banks, leasing companies, fintech organizations, or data-related service providers, strongly preferred
- Strong understanding of commercial ending markets
- Well-organized with a strong attention to detail and accuracy
- Demonstrated ability to use consultative selling skills to identify client needs and recommend appropriate FCS products and services