Regional Vice President - SWIVEL Inside Sales

SWBC Professional Employer Services V; San Antonio (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

SWIVEL, a SWBC software technology company, seeks a driven sales professional to grow new client acquisition, payment transaction volume, and revenue within a defined territory focusing on credit unions and community banks.

You will partner with cross-functional teams to ensure seamless handoffs from sales to implementation and cultivate long-term client growth.

Qualifications

• Minimum of five (5) years of successful B2B consultative sales experience.
• Demonstrated ability to manage a territory and develop new business through proactive prospecting and relationship development.
• Experience navigating complex sales cycles involving multiple decision-makers and business stakeholders.
• Demonstrated success presenting solutions, developing proposals, negotiating agreements, and achieving revenue goals.

Responsibilities

• Develops a territory business plan focused on new client acquisition, payment volume, and revenue growth.
• Proactively engages credit unions and community banks through various outreach channels.
• Builds relationships with financial institution executives and stakeholders across lending, operations, finance, payments, and technology.
• Leads executive presentations, product demonstrations, and sales discussions through the evaluation process.
• Coordinates pricing, proposals, procurement, contract negotiations, and internal approvals.
• Maintains a healthy sales pipeline aligned with territory and revenue goals.

Skills

B2B consultative sales

Territory management

prospecting & relationship building

presentation & negotiation

Education

Bachelor's degree in Business/Finance/Marketing/Technology

Job description

SWIVEL, an SWBC software technology company, is seeking a talented individual who will be responsible for driving new client acquisition, payment transaction volume, and revenue growth within an assigned territory, with a primary focus on credit unions and community banks. This position develops relationships with financial institution executives, identifies payment acceptance and loan repayment needs, and leads complex consultative sales cycles from prospecting and discovery through demonstrations, proposals, negotiations, and contract execution.

The Regional Vice President partners with implementation, product, operations, risk and compliance, and client success teams to align SWIVEL solutions with client needs, support a successful transition from sale to implementation, and create opportunities for long-term client growth.

Why you'll love this role:

This role provides the opportunity to build executive relationships across the financial services industry and help credit unions and community banks modernize the way their members and borrowers make payments. You'll manage the sales process from initial outreach through contract execution, collaborate with teams across SWIVEL, and directly contribute to new client growth, payment volume, and revenue.

Essential duties will include the following:

• Develops and executes a territory business plan focused on new client acquisition, payment transaction volume, and revenue growth.
• Proactively engages credit unions and community banks through phone calls, email, video meetings, digital prospecting, referrals, industry relationships, and other targeted outreach.
• Builds relationships with financial institution executives and key stakeholders, including leaders in lending, operations, finance, payments, and technology.
• Identifies and qualifies new business opportunities generated through outbound prospecting, marketing campaigns, referral partnerships, industry relationships, and competitive displacement.
• Maintains a healthy and measurable sales pipeline aligned with established territory and revenue goals.
• Conducts discovery to understand prospective clients' payment channels, transaction volumes, processing costs, member or borrower experiences, operational workflows, technical environments, and integration requirements.
• Positions SWIVEL products and services based on documented client needs, business objectives, operational requirements, and economic value.
• Leads executive presentations, product demonstrations, and other sales discussions throughout the evaluation process.
• Coordinates pricing, business cases, proposals, procurement requirements, contract negotiations, and internal approvals.
• Develops strategies to address client concerns, competitive challenges, and other obstacles that may affect the sales process.
• Leads opportunities through contract execution while maintaining clear communication with prospective clients and internal stakeholders.
• Collaborates with Product, Implementation, Operations, Finance, Risk and Compliance, and Client Success to confirm solution fit and establish appropriate client expectations.
• Supports a structured transition from sales to implementation and communicates relevant client requirements, commitments, risks, and objectives.
• Identifies opportunities to introduce additional SWIVEL capabilities that support prospective or existing client needs.
• Maintains accurate and timely CRM records, including client interactions, opportunity stages, sales activities, forecasts, competitive information, and next steps.
• Provides regular updates regarding territory performance, pipeline activity, forecasted results, competitive developments, and potential business risks.
• Develops productive relationships with referral sources, strategic partners, and industry contacts.
• Participates in industry events, conferences, virtual forums, webinars, and other business development activities as appropriate.
• Partners with Marketing on campaigns and sales initiatives designed to engage priority market segments and prospective clients.
• Travels locally and nationally, and potentially internationally, as necessary to support client meetings, sales activities, conferences, and business needs.
• Performs other related duties as assigned.

Serious candidates will possess the minimum qualifications:

• Bachelor's degree in Business, Finance, Marketing, Technology, or a related field preferred. Equivalent relevant professional experience may be considered.
• Minimum of five (5) years of successful B2B consultative sales experience.
• Demonstrated ability to manage a territory and develop new business through proactive prospecting and relationship development.
• Experience navigating complex sales cycles involving multiple decision-makers and business stakeholders.
• Demonstrated success presenting solutions, developing proposals, negotiating agreements, and achieving revenue goals.
• Strong executive-level prospecting, discovery, presentation, relationship management, objec