Description:
We are looking for someone who can combine their deep subject matter expertise in the FS industry —including experience working with banks, fintechs, payment providers, and more—with their passion for technology. This role works closely with the Industry Leader for FS, a FS Digital Strategist, and Wipfli Digital’s Growth Leader, and is instrumental in setting Wipfli Digital apart and establishing a foundation for long-term success and growth. The ideal leader will focus on:
Business Development and Sales Execution
- Serve as a primary growth and new business sales contact for Wipfli's Financial Services Digital Transformation Practice working closely with our Financial Services Industry Strategists and Digital Transformation Experts
- Create awareness and build relationships with key accounts and Relationship Executives in Wipfli's Financial Services Practice
- Represent the full breadth of digital service offerings within Financial Services
- Develop leads through external referral sources, associations and networking groups
- Manage multiple, complex pursuits and coordinate a collaborative sales effort with subject matter experts and consultants through the entire sales lifecycle
- Participate in trade shows and regional industry events
- Assist with preparing and presenting the value proposition
- Support direct marketing campaigns and programs - follow up on marketing qualified leads to further nurture those leads and turn them into sales opportunities
Planning
- Understand the targeted market segment needs, industry issues, competitive threats and our service offerings
- Build a strong working relationship with leaders within Wipfli’s Financial Services Industry
Qualifications
- Bachelor's degree in marketing, communications, business, or other job related major, or an equivalent level of job-related experience
- 10+ years of consulting and service sales experience
- This role will serve as a primary Senior BDR Executive over our Digital services in Financial Services
- A passion for the financial services industries
- Previous sales/business development and financial services industry experience required, including experience selling into banks, fintechs, payment providers and more
- Familiarity with selling intangibles and value-added services
- The ability to craft and execute strategic and tactical plans to close projects and demonstrated success in developing new client relationships
- High integrity - honors commitments
- Ability to manage and sell on social platforms
- Solid executive presence and business acumen
- Ability to influence decision-makers at the highest levels in client organizations
- Able to close business with a win/win negotiating style