• Develop and execute comprehensive sales strategies to achieve revenue targets and market share growth within the banking and credit union sectors. • Growing and maintaining a healthy sales funnel at all times • Monitor and analyze sales performance metrics, providing regular reports to the executive team via KPI's in the context of the Goalsetter strategic plan. • Present the Goalsetter solution to clients, including product demos and sales presentations. • Understand B2B customer needs and partner with the product, engineering and marketing teams to develop solutions that align with their objectives. • Collaborate with Finance and Customer Success to ensure client solutions are profitable, innovative and effective. • Establish and maintain strong relationships throughout the sales cycle with key clients, acting as a trusted advisor and primary point of contact. • Identify new business opportunities and partnerships to drive growth. • Determine key industry events that Goalsetter should have a presence at and collaborate with Marketing on effective strategies for Goalsetter to optimize sales. • Conduct market research to stay abreast of industry trends, competitive landscape, and emerging technologies. • Represent the company at industry events, conferences, and networking opportunities to enhance brand visibility and reputation. • Work closely with the executive team to align sales strategies with overall business goals and long-term strategy. • Communicate sales plans, progress, and challenges to stakeholders, ensuring transparency and alignment.