National Business Consultant

CU Solutions Group; Northern (KY); Hybrid; USD 80,000 - 110,000; Full time

Benefits offered by this job

Health Coverage

401k Plan

Paid Time Off

Bonuses & Merit

Remote & Hybrid Work

Career Development

Wellness Programs

Community & Connections

Company Reputation

Job summary

Navari is seeking a National Business Consultant to drive revenue remotely across credit unions and leagues. You will prospect, qualify, and close deals while coordinating with product specialists to present compelling business cases.

This role requires 3–5 years outside sales experience, SaaS/tech exposure with financial services, and strong relationship-building capabilities. Remote work is supported with travel as needed.

Qualifications

• Bachelor’s degree or equivalent experience in business/marketing.
• 3–5 years outside sales experience.
• Proficient in Microsoft Office; CRM experience preferred.
• Experience selling SaaS/tech to financial institutions is a plus.

Responsibilities

• Meet or exceed sales quotas and revenue targets.
• Generate new opportunities across Navari units from credit unions, leagues, partners and existing clients.
• Lead opportunities through the full sales cycle from prospecting to closing.
• Collaborate to deliver product demos and business cases addressing client needs.
• Coordinate with exec leadership to ensure successful implementations.
• Develop retention and expansion strategies for existing clients.
• Maintain accurate forecasts and pipeline health.
• Build relationships with credit unions, leagues, partners, and stakeholders.
• Communicate competitive market intel and trends to leadership.
• Ensure CRM data and travel policy compliance.

Skills

Change Adaptability

Communication Skills

Customer Service Focus

Independent Work

Analytical Thinking

Team Collaboration

Business Development

Presentation Skills

Education

Bachelor's Degree in Business/Marketing

Tools

Microsoft Office

CRM software

Job description

Fully Remote Fully Remote - FL, IL, KS, MI, OH, PA, TX, UT, WI

Job Type

Full-time

LOCATION:

Full Remote - FL, IL, KS, MI, OH, PA, TX, UT, WI only

POSITION SUMMARY

The National Business Consultant is accountable for developing, managing, and advancing a healthy sales funnel, including prospecting, opportunity qualification, pipeline management, and accurate forecasting to ensure a consistent flow of business. This position carries responsibility for achieving and exceeding assigned sales quotas and revenue objectives through effective territory planning, relationship development, consultative selling, and disciplined execution of sales strategies. Success in this role is measured by pipeline growth, sales activity, quota attainment, new client acquisition, and overall contribution to Navari's revenue goals.

DUTIES & RESPONSIBILITIES

• Meet or exceed assigned sales quotas, revenue targets, activity metrics, and key performance indicators established by leadership.
• Generate new sales opportunities across all Navari business units from assigned credit unions, leagues, referral partners, and existing client relationships.
• Lead opportunities through the entire sales cycle, including prospecting, discovery, solution positioning, proposal development, contract negotiation, and closing activities.
• Collaborate with Solutions Specialists and subject matter experts to deliver compelling product demonstrations, presentations, and business cases that address client needs and drive decision-making.
• Coordinate all functions related to establishing products at credit unions, including meeting with executive leadership, presenting solutions, facilitating implementations, and ensuring successful client adoption.
• Collaborate with Navari divisions to develop and implement field-driven retention and expansion strategies for existing clients approaching contract expiration, including conducting on-site business reviews and identifying cross-sell and upsell opportunities.
• Maintain accurate sales forecasts and provide regular updates regarding pipeline health, territory activity, competitive intelligence, and revenue projections.
• Develop and maintain strong relationships with credit union executives, league leadership, strategic partners, and key industry stakeholders to enhance Navari's market presence and brand reputation.
• Gather and communicate competitive market intelligence, industry trends, client feedback, and emerging opportunities to leadership and internal stakeholders.
• Ensure compliance with company sales processes, reporting requirements, travel policies, and CRM data standard

SKILLS & ABILITIES

• Strong ability to adjust to change and work requirements.
• Excellent written, interpersonal, and group communications skills, both over the phone and in person.
• High sense of urgency with an emphasis on customer service.
• Ability to work independently and effectively with little or no supervision.
• Strong problem solving and analytical ability
• Ability to work in a team environment.
• Strong aptitude for business development.
• Strong presentation and persuasion skills.

QUALIFICATIONS

• Education: Bachelor’s degree in business, marketing or related field or relevant years of experience required.
• Experience: Minimum of three to five years of previous experience in outside sales required.
• Strong computer skills with work experience in Microsoft Office (Word, Excel, and PowerPoint) required.
• Prior experience selling SaaS, technology, or financial services solutions to credit unions or banks is highly preferred.

TRAVEL

• Position involves up to 50% of travel and involves extended periods requiring the ability to endure flights and time zone changes.
• Requires additional travel as needed to support company events and conferences.

SUPERVISORY RESPONSIBILITIES

No supervisory responsibilities

The above information has been designed to indicate the general nature and level of work performed by team members within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of team members assigned to this job. We are an equal opportunity employer committed to diversity in the workplace. We do not discriminate based on race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or any other protected status. We welcome and encourage applications from all qualified individuals.

Total Rewards:

We offer a comprehensive and competitive benefits package designed to support your well-being and work-life balance:

• Health Coverage: Medical, dental, and vision insurance; short- and long-term disability; life insurance; HSA and FSA options. You don’t need health insurance? No problem! An opt-out credit will be provided to you for waiving coverage.
• Retirement Savings: 401(k) plan with 5% company contribution
• Paid Time Off: Vacation, volunteer time, parental leave, and holidays—including floating holidays for days that matter most to you
• Compensation Rewards: Discretionary year-end bonuses and annual merit increases based on performance. In alignment with pay transparency laws and our compensation philosophy. Actual pay will depend on experience, qualifications, and budget considerations.
• Work-Life Balance: Flexible remote and hybrid work options
• Professional Growth: Ongoing learning and development opportunities
• Wellness & Lifestyle: Wellness programs, pet insurance, and team member discounts
• Community & Connection: Opportunities to engage, connect, and make an impact
• The Company Itself: Navari offers leading products and services in the areas of Martech, HR Performance and Financial Empowerment. Our company’s dedication to excellence is reflected through superior service to our longstanding clients and our trusted, renowned partners.