National Business Consultant

CUSG

. Develop, manage, and advance a healthy sales funnel .

Posted 9/15/2026full-timeRemote • Florida • United StatesMid-LevelSenior💰 $84,000 - $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in developing and managing sales funnels, achieving sales quotas, and building relationships with credit union executives. Proficient in SaaS sales, client retention strategies, and effective communication across various platforms.

Highest-signal resume keywords

Sales Funnel ManagementSaaS Sales ExperienceClient Relationship BuildingSales ForecastingPresentation Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Quota AchievementPipeline ManagementContract NegotiationBusiness DevelopmentAnalytical Ability

Soft Skills

Interpersonal CommunicationProblem-SolvingTeam CollaborationCustomer Service OrientationAdaptability

Tools & Technologies

Microsoft OfficeCRM Software

Industry Keywords

Credit UnionsFinancial ServicesTechnology SolutionsCompetitive IntelligenceClient Adoption

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Bachelor’s degree in business, marketing or related field or relevant years of experience required
Minimum of three to five years of previous experience in outside sales required
Strong computer skills with work experience in Microsoft Office (Word, Excel, and PowerPoint) required
Prior experience selling SaaS, technology, or financial services solutions to credit unions or banks highly preferred
Ability to adjust to change and work requirements
Excellent written, interpersonal, and group communication skills, both over the phone and in person
High sense of urgency with emphasis on customer service
Strong innovation skills
Ability to work independently with little or no supervision
Strong problem-solving and analytical ability
Ability to work in a team environment
Strong aptitude for business development
Strong presentation and persuasion skills
Ability to travel up to 50%, including extended periods involving flights and time zone changes
Ability to travel as needed to support company events and conferences

Benefits

Comp & perks

Medical, dental, and vision insurance
Short- and long-term disability insurance
Life insurance
HSA and FSA options
Opt-out credit for waiving health coverage
401(k) plan with 5% company contribution
Vacation, volunteer time, parental leave, and holidays, including floating holidays
Discretionary year-end bonuses
Annual merit increases based on performance
Flexible remote and hybrid work options
Ongoing learning and development opportunities
Wellness programs
Pet insurance
Team member discounts
Opportunities to engage, connect, and make an impact