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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in business-to-business sales within financial services, focusing on treasury, deposit, and liquidity solutions. Proven ability to develop strategic account plans, manage complex sales cycles, and present tailored business solutions to executive-level stakeholders.
Highest-signal resume keywords
8+ Years B2B Sales ExperienceAccount Planning and Strategy DevelopmentECRM System ProficiencyTreasury and Cash Management SolutionsExecutive-Level Stakeholder Engagement
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Cycle ManagementLead GenerationOpportunity QualificationSales ForecastingConsultative Sales Approach
Soft Skills
Relationship BuildingMarket Insight SharingCommunication Skills
Tools & Technologies
ECRM Systems
Industry Keywords
Financial ServicesPaymentsCorporate FinanceLiquidity OptimizationDeposit Solutions
About the role
Key responsibilities & impact- Generate qualified leads and drive profitable revenue growth across assigned territories and accounts
- Develop account plans and sales strategies to identify, qualify and secure new client opportunities
- Advance opportunities through the sales process and close business within established sales cycle expectations
- Build relationships with executive-level client stakeholders to expand account coverage and increase demand for solutions
- Present deposit, cash management and liquidity solutions aligned to client business priorities and funding needs
- Maintain accurate pipeline activity, opportunity updates and sales forecasts within the eCRM system
- Share market insights, solution knowledge and sales practices with internal sales partners and stakeholders
Requirements
What you’ll need- 8+ years of experience in direct business-to-business sales within financial services, payments, treasury, cash management, deposit or liquidity solutions
- 8+ years of experience selling to merchants, corporate finance organizations, Fortune 1000 companies and middle market clients
- 8+ years of experience developing account plans, qualifying opportunities and managing complex sales cycles through close
- Experience using eCRM systems to maintain pipeline activity, track opportunities and support forecast accuracy
- Ability to present business solutions to executive-level stakeholders using measurable client business outcomes
- Bachelor's degree or higher in business, finance, economics or a related field, or equivalent combination of education, related experience and/or military experience
- Experience selling treasury, deposit, liquidity or short-duration investment solutions
- Understanding of corporate cash management strategies and liquidity optimization approaches
- Experience building internal and external industry networks to support prospecting and relationship development
- Experience tailoring consultative sales approaches for enterprise and merchant client segments
- Valid and unrestricted U.S. work authorization; candidates requiring current or future sponsorship will not be considered
Benefits
Comp & perks- Commission eligibility under the applicable Fiserv Sales Compensation Plan
- Regular travel (10–25%)
