Member Solutions Advisor delivering tailored financial solutions to members at Tru Cooperative Bank. Handling inquiries through various communication channels in a dynamic contact center environment.
About the role
- Solutions Advisor providing tailored software solutions to public sector clients. Identifying needs, demonstrating capabilities, and delivering enhancements for financial efficiency and compliance.
Responsibilities
- Prospect and close new clients
- Review and cross-sell existing clients
- Manage the sales cycle and pipeline
- Build strong relationships with our existing and prospective clients
- Develop a well-rounded understanding of our organization, services, partners and target industries
- Work closely with our team to improve services, communication, and customer interactions
- Attend conferences and other industry events
- Comfortable with the enterprise technology stack, able to provide live product demonstrations
Requirements
- A minimum of 5-7 years experience working in strategic, value added sales
- A bachelor's degree in a related field
- Experience responding to and preparing RFPs
- A history of excellence and career growth
- The ability to solve complex challenges, within a defined framework and timeline
- Outstanding verbal, written, and presentation skills. You are a regular, clear, concise, and professional communicator.
- Strong IT skills
- A knack for building solid relationships; people want to work with you
- Impeccable attention to detail and high standards for quality control
- Solid time management skills, we don’t believe in micromanaging our people
- Sensitivity to confidential matters
- Experience selling software solutions and consulting services
- Experience working with partners/channels for mutual success
- Experience with state/provincial/local financial reporting (Examples: Budget Books, ACFR, PSAB, LGDE)
- Experience working in, or selling to, the public sector in either Canada or the United States
Benefits
- Competitive Base Salary and commission
- Growth Opportunity to work with and learn from a dynamic and diverse team of sales experts
- Work remotely - from a secure home office or with a laptop & Wi-Fi from a location where you can ensure privacy and maintain confidentiality.
- Optional Compressed Work Week subject to training progress and performance
- Generous Vacation Policy
- Comprehensive benefits package including, medical, dental, vision care coverage and retirement savings options.
- Fitness reimbursement
- Professional development reimbursement
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Advisor supporting financial, commercial, and administrative activities to optimize power assets. Engaging with contract management and stakeholder relations to ensure compliance and performance.
Planning & Optimization Advisor supporting portfolio planning and optimization at Enbridge. Collaborating with Senior Planning engineers and improving project execution in the energy sector.
Client Advisor engaging clients in everyday banking experiences at RBC branches. Demonstrating digital solutions and ensuring satisfaction while offering financial advice and referrals.
Wealth Management Advisor developing and maintaining client relationships in Canada. Advising on financial strategies and recommending appropriate solutions for members and clients.
Senior Advisor for training and skills development at Desjardins. Leading innovative projects and advising clients on strategic initiatives in a hybrid work environment.
Advisor Asset Management focusing on optimizing power assets lifecycle and managing commercial agreements. Requires strong interpersonal skills and experience in renewable operations.
Securities advisor developing and maintaining business relationships with clients. Selling securities products and services while analyzing client needs and proposing solutions.
Banking Advisor helping clients with banking, credit, and investment needs. Engaging with clients during branch hours in various locations across the Greater Toronto Area.
Senior Advisor at ONWA leading strategi initiatives in policy and communications for Indigenous women. Focused on advocacy, research, and strategic leadership to advance ONWA's priorities.