Sales Director, Credit Unions

Happy Money

. Acquire and develop relationships with prospective and existing Credit Union customers .

Posted 10/9/2026full-timeRemote • United StatesLead💰 $175,000 - $210,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in B2B Credit Union sales, with a strong ability to develop relationships, exceed sales targets, and implement strategic marketing strategies tailored to diverse buyer personas. Proficient in collaborating with cross-functional teams to optimize product offerings and enhance customer engagement.

Highest-signal resume keywords

B2B Credit Union Sales ExperienceSales Target AchievementStrategic Thinking for C-Suite EngagementCustomer Relationship ManagementCross-Functional Collaboration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales PresentationsSales Pipeline ManagementFinancial Deal ClosingMarket Strategy DevelopmentKPI MonitoringContinuous Improvement MethodologiesProject ConceptualizationVendor Management

Soft Skills

Interpersonal SkillsOrganizational SkillsAnalytical ThinkingExceptional Writing Skills

Industry Keywords

Credit Union FinancialsB2B Value PropositionsCustomer SatisfactionNetworkingProspectingSales CollateralThought Leadership

About the role

Key responsibilities & impact

Acquire and develop relationships with prospective and existing Credit Union customers
Understand customer challenges and present tailored lending solutions
Maintain and optimize client relationships, customer satisfaction, and an existing book of business
Identify account opportunities for additional products and services
Meet and exceed sales targets while managing sales activities and pipelines
Prepare and deliver sales presentations to customers and prospects
Identify and target potential customers through networking, referrals, and prospecting in Western or Eastern territories
Collaborate on and execute go-to-market strategies with product, sales, finance, and other cross-functional teams
Develop consistent and compelling B2B value propositions
Define B2B buying journeys, touchpoints, and sales collateral
Collaborate on thought leadership papers, event plans, keynote messaging, quarterly reviews, and annual customer engagement events
Collaborate with product leadership on product features and pricing
Support launches of new products and releases
Manage, scale, and optimize Credit Union programs against specific KPIs

Requirements

What you’ll need

7+ years of experience in B2B Credit Union sales
Track record of closing credit union financial deals from prospecting through onboarding
Commitment to exceed goals and sales targets
Strategic and analytical thinking experience selling to C-Suite (CEO, CFO, CLO) employees of Credit Unions
Understanding of Credit Union financials
Ability to individualize marketing strategy through understanding multiple buyer personas
Ability to conceptualize large-impact projects and develop milestone-driven execution plans
Exceptional writing, presentation, organization, and interpersonal skills
Experience vetting and managing external vendors and agency partners
Ability to collaborate with cross-functional teams and influence decision-making across all organizational levels
Ability to develop and implement plans, monitor results, and apply continuous improvement methodologies
Plan for 25% travel throughout the year; travel needs may increase seasonally

Benefits

Comp & perks

Generous medical, dental, and vision insurance options
Eligible for annual sales incentive bonus based on individual and company performance
401k Plan with a matching contribution
Generous PTO including sick leave, vacation, volunteer, and more
12 Weeks Paid Parental Leave
Company-paid short & long term disability and life insurance
Monthly tech stipend to help cover expenses for remote work
100% fully distributed workforce