Sales Representative (Ohio)

Area Sales Representative (Financial Institutions)

Position Summary
The Area Sales Representative will be responsible for developing new business and expanding relationships within financial institutions throughout an assigned territory. This role focuses on identifying opportunities, presenting solutions, managing the sales process, and closing new business. The ideal candidate will have experience selling technology, equipment, or services into banks, credit unions, or retail environments and will be comfortable with both cold outreach and relationship-based selling.

Key Responsibilities

• Achieve or exceed annual territory sales goals for both revenue and profit margin.
• Develop and execute strategic sales plans to grow market share within the assigned territory.
• Identify and prospect financial institutions, retail locations, and other target customers.
• Conduct cold outreach, networking, and lead generation to build a strong sales pipeline.
• Deliver compelling product and service presentations aligned with customer needs.
• Develop long-term relationships with key decision makers and stakeholders.
• Maintain regular communication with customers and provide proactive support throughout the sales process.
• Identify opportunities for equipment upgrades, replacements, and new installations.
• Track and manage all sales activity, customer data, and opportunities within the CRM system.
• Prepare and submit proposals and quotations in a timely manner.
• Negotiate contracts and close new business opportunities.
• Coordinate with service and installation teams to ensure successful project execution.
• Maintain strong knowledge of available products, services, and competitive offerings.
• Monitor market trends, competitor activity, and territory developments.
• Develop and maintain a target list of prospective customers within the assigned territory.
• Provide regular market feedback and customer insights to leadership.
• Maintain accurate and up-to-date customer records in the CRM system.
• Attend industry events, trade shows, and networking functions to build relationships and generate leads.
• Participate in training programs and professional development activities as required.

Qualifications

• Bachelor’s degree in Business Administration or a related field, or significant relevant work experience in lieu of a degree.
• Previous experience in sales management, business development, or customer relationship management is a plus.
• Proven ability to consistently meet or exceed sales targets.
• Strong customer service orientation and relationship-building skills.
• Excellent written, verbal, and interpersonal communication skills.
• Strong problem-solving and decision-making abilities.
• High attention to detail with the ability to manage multiple tasks and priorities.

Special Position Requirements

• Ability to work overtime as needed.
• May occasionally be required to work weekends.
• Ability to travel to customer sites, trade shows, and industry events approximately 50% of the time.

Work Requirements

• Ability to lift and carry up to 50 pounds.
• Must have a valid driver’s license.
• Ability to sit, stand, and walk for extended periods of time.
• Ability to proficiently use a laptop computer.
• Proficiency with Microsoft Office tools including Outlook, Word, Excel, and PowerPoint.