Enterprise Software Sales Executive

Summary

The Enterprise Software Sales Executive is a cross-functional role that bridges enterprise software sales with commercial banking treasury services. This individual will be responsible for identifying, developing, and managing relationships with clients who require both advanced treasury management solutions and integrated financial technology platforms. The ideal candidate brings a strong understanding of SaaS sales cycles, digital banking platforms, commercial treasury products, and the evolving faster payments landscape.

Essential Duties and Responsibilities

• Drive new business acquisition by selling integrated treasury and software solutions to commercial clients.
• Develop and execute a strategic sales plan targeting industries with complex cash management and payment needs (e.g., real estate, escrow, legal, HOA, healthcare).
• Collaborate with Relationship Managers and Treasury Officers to cross-sell software-enabled treasury products.
• Expertise in enterprise financial software, experience with fintech or banking software solutions, including online banking platforms.
• Customize software demonstrations and proposals to align with client-specific treasury workflows and pain points.
• Ability to knowledge share with product and IT teams to influence the roadmap for client-facing solutions.
• Grow a portfolio of high-value clients by delivering consultative support and proactive insights.
• Deliver key relationship enhancements that drive a large mote with the customer and deeper integration with how they operate their business.
• Expand payments channels beyond traditional treasury including card, integrated solutions, electronic invoicing solutions, etc.
• Act as a liaison between clients and internal teams to ensure ongoing client satisfaction.
• Coordinate with marketing, operations, and compliance to ensure alignment on go-to-market strategies and regulatory requirements.
• Track pipeline activity, revenue performance, and client feedback using CRM and analytics tools.
• Participate in product workshops, vendor evaluations, fintech and treasury conferences, and strategic planning sessions.
• Ability to translate technical features into business value for non-technical stakeholders.

Additional Responsibilities

• Demonstrate professionalism in communication, attitude, and teamwork.
• Adhere to all company policies and procedures, safety regulations, and local, state, and federal laws.
• Maintain awareness of compliance requirements related to financial institutions, with emphasis on BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology, and GLBA.
• Perform additional duties as assigned.

Supervisory Responsibilities

This position does not have supervisory responsibilities.

Qualifications:

• 5+ years of experience in enterprise software sales, B2B fintech sales or complex treasury solutions
• Proven track record of exceeding sales targets in a consultative, solution-based environment.
• Familiarity with SaaS pricing models, implementation cycles, and client success metrics.
• Excellent communication, presentation, and negotiation skills.
• Bachelors degree, Finance, Information Systems, or related field; MBA or CTP preferred.
• Strong knowledge of complex treasury solutions such as API, EIPP, software integration, TM integrations....Cloud based and embedded banking.
• Experience working with mid-market and enterprise clients across diverse industries.

Competencies:

• Adaptability
• Communication
• Decision Making
• Initiative
• Innovation
• Motivator
• Organization
• Professionalism
• Results Oriented

Physical Demands:
In general, the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to allow differently abled individuals to perform the essential functions of the job.
Standing, walking and squatting less than fifty percent of the work shift
Required to lift, move and carry up to 40 pounds
Ability to read, count and write to accurately complete all documentation and reports
Must be able to see, hear and speak in order to communicate with employees and other customers
Specific vision abilities include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus
Manual dexterity required using hands to finger; handle, feel and type; reach with hands and arms

(Check the box that applies by double clicking on the box.)

Sedentary: Limited activity, no lifting, limited walking

Moderate: Mostly standing, walking, bending, frequent lifting

X Light: Office work, some lifting, bending, stooping or kneeling, walking

Arduous: Heavy lifting, bending, crawling, climbing

WORK ENVIRONMENT: In general, the following conditions of the work environment are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to allow differently-abled individuals to perform the essential functions of the job within the environment.

• The work space is clean, orderly, properly lighted and ventilated with the proper safety compliance
• Noise levels are considered moderate

Sunwest Bank Is an Equal Opportunity Employer

Sunwest Bank works with staff members and customers without regard to race, ancestry, national origin, sex, marital status, age, religion, medical condition, handicap, disability or veteran status and to assist the Bank in maintaining its Affirmative Action Program.

Compliance with Bank Secrecy Act laws and regulations is considered an extremely serious matter, and it is intended that Sunwest Bank, through the purposeful efforts of its employees and officers, are expected to make every resolute attempt to conform to its Bank Secrecy Act Program and Procedures. Failure to comply will be reflected in their performance review as well as in any bonus compensation programs in which they may participate.

Attend and complete all required classroom, computer-based, web-based and seminar training. It is the individual responsibility of every employee to maintain a current awareness and understanding of and to fully comply with Sunwest Bank's "Code of Ethics and Conduct." Each employee is also expected to maintain an awareness of the laws, regulations, internal policies and procedures that are appropriate for his/her position

Note: The preceding job description has been designed to indicate the general nature and level and work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. All job descriptions can be amended without notice as warranted by business necessity.

Pay Range: $150,000 - $200,000 per year