The Bank Relationship Manager at findCRA will refine and scale our sales processes to acquire new bank clients of all asset sizes throughout the nation, from small community banks operating in a single county to the largest banks in the country. This position will work closely with company leadership to set and meet company sales initiatives and goals. The Bank Relationship Manager will manage the full pipeline of bank sales activities, from lead generation to initial conversations, product demos and pricing discussions, to sales conversion and account retention and growth. Our team is dedicated to revolutionizing the way banks and nonprofits work together in the CRA space. We are looking for a talented, driven sales professional to join our team as we achieve our vision.
Work closely with our management team to learn and understand why and how each of our bank client types engages with our products/services and our data.
Collaborate with company leaders to refine and maintain a scalable and sustainable process for selling our core SaaS (Software as a Service) products to bank prospects and clients, including lead generation, sales conversion, and retention and growth of existing accounts.
Lead efforts to identify, qualify and contact bank prospects to discuss or demonstrate findCRA’s products and generate new sales opportunities.
Generate and maintain a pipeline of qualified leads through various outbound methods, mainly cold-calling and emailing contacts identified through research.
Follow up on any inbound leads that come from the company website, social media, events, trade shows, advertisement, referrals, etc. to quickly respond, qualify, and process the lead accordingly.
Communicate with bank prospects and clients primarily through phone calls and emails, with occasional in-person meetings and travel; most of your client interactions will be conducted remotely from your office location in Louisville, Kentucky, with occasional opportunities for traveling to meet clients within the immediate and surrounding geographic area or to represent the company at industry events.
Periodically contact existing bank clients to ensure they’re using and getting value from our products and services and are happy with their overall experience as a findCRA client.
Track all lead generation, prospecting, and sales conversion activities and details in the company’s CRM software, Copper.
Meet or exceed individual and company sales goals, quarterly and annually.
During conversations with bank prospects and clients, identify opportunities to upsell or cross-sell additional findCRA products or services, in combination with or independent from core SaaS product purchases.
Collaborate with company leadership and marketing staff to develop outbound lead generation strategies, including email and call campaigns, content marketing, advertising, social media, etc.
Collect feedback from bank prospects and clients to pass to company management, including any observations, praise, concerns, or ideas related to feature requests, new product releases or enhancements, company messaging, processes, company brand and reputation, or other matters that will help improve our products and services.
Become a findCRA product expert so you can quickly and fluidly respond to questions and determine how to best help prospects or clients during discovery calls, demos, and other interactions.
Build and maintain knowledge about current bank industry trends and emerging issues, specifically related to the Community Reinvestment Act and vendor due diligence requirements, to confidently discuss key pain points, emerging issues and anticipated needs for bank prospects and clients.
Represent findCRA at company events, conferences, and national trade shows to build brand awareness and generate leads for potential bank clients.
findCRA is a fast-growing startup company located in Louisville, Kentucky providing innovative technology and data for banks and nonprofits throughout the nation. Our core mission is helping our clients to be successful under the requirements of the federal Community Reinvestment Act. To achieve this, we’ve created a unique suite of online products that make CRA research, documentation, and outreach easier for banks than it’s ever been, so our clients can meet and exceed their goals in providing loans, investments, and services to the communities they serve. As a centralized platform, we also support CRA-aligned nonprofits by equipping them with educational resources to help build relationships with potential bank supporters. In addition to our online resources, we also offer consulting services nationally as part of our commitment to streamlining and revolutionizing the way banks meet their CRA goals.
Equal Opportunity Employer
Disability accommodation: If you have a physical or other impairment that might require an accommodation, including technical assistance with our website or application process, please contact us via email at careers@findCRA.com.
The job description is intended to describe the general responsibilities and requirements for this position. Your actual job may have other responsibilities and needs, so this should not be construed as an exhaustive or comprehensive statement of duties, goals or performance requirements.
Send your resume and cover letter to careers@findCRA.com.
600 E. Main Street
Louisville, KY 40202
Base Salary, Commission & Bonuses
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