Regional Vice President – SWIVEL Inside Sales

073 Swivel Transactions LLC; Shavano Park (TX); On-site; USD 150,000 - 280,000; Full time

Benefits offered by this job

Work/Life balance

Employee engagement activities and-rec

Years of Service awards

Career enhancement and growth

Lucrative Wellness Program

Traditional and Roth 401(k) retirement

Job summary

SWBC seeks a Regional Vice President to drive new client acquisition and revenue growth within banks and credit unions. You will manage the full sales cycle from prospecting to contract execution, develop territory plans, and lead executive engagements with financial institution leaders.

Collaborate with Implementation, Product, Operations, Risk and Compliance, and Client Success to ensure a successful transition from sale to deployment, while expanding SWIVEL capabilities. Travel as needed.

Qualifications

• Bachelor’s degree or equivalent professional experience in business, finance, marketing, technology, or related field.
• Minimum of five years of successful B2B consultative sales experience.
• Experience navigating complex sales cycles with multiple decision-makers.
• Proven ability to manage a territory and develop new business through proactive prospecting.
• Strong presentation, negotiation, and CRM skills.
• Ability to communicate payment processing economics and client value.

Responsibilities

• Develops territory business plans focused on new client acquisition and revenue growth.
• Engages credit unions and community banks through calls, email, video meetings, and outreach.
• Leads executive presentations, product demonstrations, and other sales discussions.
• Coordinates pricing, proposals, and contract negotiations with internal teams.
• Maintains a healthy sales pipeline aligned with revenue goals.
• Ensures smooth transition from sales to implementation with cross-functional collaboration.

Skills

B2B sales

Territory management

Prospecting

Negotiation

Executive communication

Sales forecasting

Education

Bachelor’s degree in Business, Finance, Marketing, Technology, or related field

Tools

Salesforce

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, objection-handling, and negotiation skills.
• Ability to assess client business needs and position technology or financial services solutions based on measurable value.
• Strong pipeline management, territory planning, sales forecasting, and CRM skills.
• Proficiency with Salesforce or a comparable customer relationship management platform.
• Ability to understand and communicate payment processing economics, transaction fees, implementation considerations, and client value.
• Ability to coordinate cross‑functional resources throughout complex consultative sales cycles.
• Excellent written, verbal, presentation, and interpersonal communication skills.
• Strong organizational and time‑management skills with the ability to work independently and manage multiple opportunities and priorities.
• Ability to build relationships and close business effectively through phone, email, video meetings, and in‑person interactions.

Competitive overall compensation package

Competitive overall compensation package

• Work/Life balance
• Employee engagement activities and recognition awards
• Years of Service awards
• Career enhancement and growth opportunities
• Leadership Academy and Mentor Program
• Continuing education and career certifications
• Variety of healthcare coverage options
• Traditional and Roth 401(k) retirement plans
• Lucrative Wellness Program

About SWBC

SWBC is a diversified financial services company providing insurance, mortgage, and investment services to financial institutions, businesses, and individuals. Headquartered in San Antonio, Texas, SWBC employs 2,400 people nationwide. At SWBC, you are not just an employee number, but a vital team member; each employee stands out and has the ability to make a direct impact at SWBC. We’re looking for the brightest and most creative to help introduce new solutions to new problems identified in the market and improve how our existing solutions can better help our users. SWBC is a big proponent of nurturing the entrepreneurial spirit through mentorship, continuing education, internal career growth opportunities and having a platform to make meaningful changes come to life.

Additional Information

SWBC is a Substance‑Free Workplace and requires pre‑employment drug testing. Please note, SWBC does not hire tobacco users as allowed by law. To learn more about SWBC, visit our website at www.SWBC.com.

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