Business Development Manager - CUSO

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

If you’ve got a consultative sales background and you’re ready for a role where relationships and results both matter, message me.

Job Description

POSITION SUMMARY: Grow revenue for the organization through the addition of new credit union client accounts.

• 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.

• 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.

• 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.

• A college degree is preferred but not a requirement.
• 5+ years of credit union industry and/or sales experience.

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