CUSG

Consultant

• Develop, manage, and advance a healthy sales funnel
• Prospect, qualify opportunities, manage the pipeline, and provide accurate forecasts
• Achieve and exceed assigned sales quotas and revenue objectives
• Generate new sales opportunities across Navari business units
• Lead opportunities through prospecting, discovery, solution positioning, proposal development, contract negotiation, and closing
• Collaborate with Solutions Specialists and subject matter experts on product demonstrations, presentations, and business cases
• Coordinate product establishment at credit unions, including executive meetings, solution presentations, implementations, and client adoption
• Develop and implement retention and expansion strategies for existing clients approaching contract expiration
• Conduct on-site business reviews and identify cross-sell and upsell opportunities
• Maintain accurate sales forecasts and report pipeline health, territory activity, competitive intelligence, and revenue projections
• Build relationships with credit union executives, league leadership, strategic partners, and industry stakeholders
• Gather and communicate competitive intelligence, industry trends, client feedback, and emerging opportunities
• Comply with company sales processes, reporting requirements, travel policies, and CRM data standards

National Business Consultant