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Now Hiring - Sales Solution Consultant (FT) in Westlake, OH

Sales Solution Consultant (FT) in Westlake, OH

Equity Trust Company
Base Salary Yes (amount not posted)
Total Comp: NA
Qualifications Years In Sales
Industry: Financial Services
Benefits: yes
Customer Size: all
Car Allowance: no
Sales Cycle: Short
Travel: none
Years Selling in Industry:
Education:
They Sell Investment & Asset Management
To Whom Financial Services
Location: Westlake, OH
4.4
  • This position is located in our Westlake, OH office but is eligible for a hybrid or fully remote schedule.

JOB OVERVIEW:
The Sales Solutions Consultant partners with the Sales Team to grow and successfully onboard new partner relationships. Will be responsible for developing relationships, acting as a trusted advisor, and promoting solutions that will drive retention and loyalty. Oversees the creation of success plans, planning integration approaches, and ensuring successful completion of onboarding activities across Equity’s products.

RESPONSIBILITIES & DUTIES:
  • Designs and leads consultative interactions with partners to understand and translate their goals, systems, and processes to determine the appropriate product solution stack to successfully complete onboarding.
  • Creates and manages product documentation, solution overviews, onboarding materials, and other assets to support the sales process. Partners with the marketing department to appropriately represent solution stack within written and digital assets.
  • Serves as primary lead for implementation and testing efforts with partners, including set-up, configuration, troubleshooting, testing, and release management.
  • Evaluates partner needs that fall outside the standard solution stack and/or scope, and assesses integration complexity, architecture constraints, and/or operational needs.
  • Documents, monitors, and provides visibility to integration tasks and timelines.
  • Conducts regular meetings with partners and internal teams to review project status, identify and resolve issues, and drive ownership and resolution.
  • Partners with product managers and owners to provide feedback, features requests to improve the quality of the solution stack.
  • Works with the Relationship Management team to transition partner post-go-live.
  • Develops and maintains reports that measure the quality and performance of products and partners.
  • Assists with financial analysis and budget management of partner opportunities.
  • Presents to senior leadership and executive committee updates and reviews of the onboarding pipeline.
  • Performs other duties as assigned.

QUALIFICATIONS:
  • Associate degree in Business Management, Marketing, or related field preferred; Bachelor’s degree a plus.
  • 5 years of experience in software sales, tech software, and/or implementation analyst.
  • Banking and financial services experience a plus.

PROFESSIONAL CERTIFICATIONS:
  • None Required.

TECHNICAL SKILLS:
  • Ability to compile data and synthesize it into actionable information.
  • Proficient with Microsoft Office applications.
  • Intermediate experience with APIs and e-commerce.
  • Marketing and technical documentation experience a plus.
  • Project Management experience a plus.

CULTURAL COMPETENCIES:
In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:
  • Customer Focus.
  • Plans & Aligns.
  • Optimizes Work Processes.
  • Courage.

PHYSICAL DEMANDS/WORK ENVIRONMENT:
This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.
DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT:
The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.


About Equity Trust:

Equity Trust empowers individual investors and financial professionals by removing the barriers to investment freedom. As an IRS approved custodian, we fulfill the custodial and administrative duties required for each type of investment account our clients hold.With an Equity Trust account, clients have the opportunity to invest in alternative assets such as real estate, precious metals, private equity, and more. Additionally, clients can invest in traditional assets such as stocks and mutual funds – all through a single custodian.As an industry-leading custodian of alternative assets in tax-advantaged accounts, our 45-year* track record of excellence is unmatched in the industry. Equity Trust streamlines the investment experience by offering optimized solutions, processes, and service.As a directed custodian, Equity Trust does not provide tax, legal or investment advice, nor do we offer or sponsor any proprietary investment products.

Equity Trust Company
Company Size
201 to 500 Employees
Founded
1974
They Sell
Investment & Asset Management
To Whom
Financial Services
Revenue
Unknown / Non-Applicable


Equity Trust Company is currently hiring for 6 sales positions
Equity Trust Company has openings in: OH, & CO
The average salary at Equity Trust Company is:

6 Yes (amount not posted)

Equity Trust Company
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Equity Trust Company

Equity Trust Company is currently hiring for 6 sales positions
Equity Trust Company has openings in: OH, & CO
The average salary at Equity Trust Company is:

6 Yes (amount not posted)