Business Development Manager - CUSO
FocusOne Mortgage Solutions
FocusOne is hiring a Business Development Manager to drive new credit union client growth through:
- Strategic prospecting
- Pipeline development
- Executive-level presentations
- Conference and industry representation
- Strong follow-up and closing skills
- Proactively identify, research, and prospect targeted credit unions using a consultative, relationship-driven approach across phone, email, direct mail, social media, referrals, and industry networks.
- Develop a strong understanding of credit union operating models and strategic priorities to position CUSO solutions as collaborative, credit union-owned alternatives to traditional vendors.
- Build and manage a qualified sales pipeline by aligning prospective credit union needs, financial objectives, and growth strategies with the CUSO's products and services.
- Represent the CUSO at industry conferences, league meetings, trade shows, and chapter events, serving as a knowledgeable ambassador of the organization's mission and value proposition.
- Prepare and deliver tailored demonstrations and presentations to credit union executives while clearly communicating operational, financial, and strategic benefits.
- Execute timely, organized follow-up throughout the sales cycle and successfully close new business.
- Collaborate closely with the onboarding team, operations, implementation, and client-success teams to support long-term adoption and satisfaction.
- Maintain accurate and transparent documentation of all sales activities, opportunities, and communications within the CRM to support forecasting and reporting.
OTHER DUTIES AND RESPONSIBILITIES:
- Prepare and deliver timely weekly and monthly reports summarizing sales activities, pipeline status, and progress toward goals.
- Consistently and accurately utilize the company CRM system to document prospecting activities, client interactions, and sales-related information.
KNOWLEDGE, SKILLS & ABILITIES:
- Demonstrated ability to quickly learn, understand, and effectively present company products and services.
- Strong relationship-based sales skills, including disciplined follow-up and pipeline management.
- Confidence and professionalism when speaking and presenting to individuals or groups of varying sizes, including executive-level audiences.
- Excellent written and verbal communication skills, with strong attention to grammar, spelling, and clarity.
- Highly organized with strong time-management skills, professional phone etiquette, and the ability to manage multiple priorities.
- Proficient in Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook.
- Working knowledge of the credit union, automotive, mortgage, and financial services industries preferred.
EDUCATION (or Equivalent Experience):
- A college degree is preferred but not a requirement.
- 5+ years of credit union industry and/or sales experience.
Vacancy posted 4 days ago
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