• Develop external business by promoting our financial products and solutions in both new and existing markets to increase market share within assigned territory. • Assist the VP, Sales with forecasting revenue from all new business sales. • Research and contact key individuals of influence at target Financial Institutions to develop, assess, and qualify their willingness to partner with the company as a function of the value they would bring to the company’s portfolio or growth strategy. • Document business development activity and pipeline. • Gather competitive intelligence and knowledge surrounding industry trends, share insights. • Build and lead sales pipeline by exercising weekly structured calling campaign and timely following up on lead referrals and RFPs. • Participate in regional sales activities to include nationally coordinated sales campaigns. • Create and present, virtually and on site, formal proposals that include a detailed pricing analysis and incentive package. • Establish and maintain effective communication with prospective Financial Institutions through appropriate contact channels; identify challenges throughout sales process that need to be overcome in order to successfully execute a commitment. • Ensure smooth and efficient hand-off process of committed Financial Institutions to respective Account Executive who will maintain relationship. • Achieve year-end revenue target established at beginning of fiscal year. • Maintain effective working relationships within the industry by initiating or responding to invitations to serve as guest speaker, participate in informative projects, and attend state league meetings. • Stay informed on industry trends, changes in industry regulations and competitive landscape. • Participate in meetings, negotiations and other high-level strategic discussions with target companies. • Strengthen brand awareness through active external organization and event (e.g., conferences, trade shows) involvement. • Engage subject matter experts when necessary to assist in the sales process. • Perform other duties as assigned.