Senior Receivables Solutions Advisor

Jobtailor; Arizona; On-site; USD 90,000 - 150,000; Full time

Job summary

Jobtailor seeks an experienced sales professional to identify and close opportunities in accounts receivable and payment solutions. You will align client needs with receivables automation, manage the full sales cycle, and collaborate with Treasury Management teams to drive growth.

You will maintain client relationships, conduct discovery and demonstrations, and develop proposals with pricing strategies. A proactive, results-driven mindset is essential.

Qualifications

• Bachelor’s degree in Finance, Business, or Technology.
• 5+ years of sales experience with a proven track record.
• Knowledge of accounts receivable and payment solutions.
• Excellent written and verbal communication and presentation skills.
• Active listening, analytical, and problem-solving capabilities.
• Strong consultative selling skills and needs-based solution selling.
• Ability to build sales strategy while prospecting new business.
• Ability to maintain and develop existing relationships.
• Identify decision makers and define customer needs for opportunities.
• CRM proficiency with HubSpot or Salesforce

Responsibilities

• Identify and develop new business opportunities related to accounts receivable and payment solutions.
• Identify customer needs, present payment and receivables solutions, and manage opportunities through the sales cycle.
• Collaborate with Treasury Management teams across multiple markets to drive growth
• Recommend and demonstrate accounts receivable automation through electronic payments and integrated receivables solutions
• Build relationships with clients, prospects, strategic partners, and internal stakeholders
• Maintain and develop current clients through ongoing support, quarterly business reviews, and contract negotiation
• Conduct discovery meetings, presentations, and solution demonstrations
• Develop proposals, pricing strategies, and implementation plans
• Collaborate with implementation, operations, product, and customer success teams to ensure deployment
• Maintain an active CRM sales pipeline and achieve revenue and growth targets
• Monitor industry trends, payment technologies, regulatory requirements, and competitive offerings
• Provide feedback to product teams and educate Treasury Management associates
• Execute multichannel sales strategies through CRM campaigns, email outreach, cold calling, tradeshows, and conferences

Skills

Sales experience

Consultative selling

CRM experience

Communication skills

Active listening

Analytical problem-solving

Time management

Relationship management

Prospecting

Negotiation

Education

Bachelor’s degree (Finance, Business, or Technology)

Tools

HubSpot CRM

Salesforce CRM

Job description

• Identify and develop new business opportunities related to accounts receivable and payment solutions


• Identify customer needs, present payment and receivables solutions, and manage opportunities through the sales cycle


• Collaborate with Treasury Management teams across multiple Busey Bank markets to drive business growth


• Recommend and demonstrate accounts receivable automation through electronic payments and integrated receivables solutions


• Build relationships with clients, prospects, strategic partners, and internal stakeholders


• Maintain and develop a book of current clients through ongoing support, quarterly business reviews, and contract negotiation


• Conduct discovery meetings, presentations, and solution demonstrations


• Develop proposals, pricing strategies, and implementation plans


• Collaborate with implementation, operations, product, and customer success teams to ensure successful solution deployment


• Maintain an active CRM sales pipeline and achieve revenue and growth targets


• Monitor industry trends, payment technologies, regulatory requirements, and competitive offerings


• Provide feedback to product teams and continuous education to Treasury Management associates


• Execute multichannel sales strategies through CRM campaigns, email outreach, cold calling, tradeshows, conferences, and other business development efforts

Requirements

• Bachelor’s degree with emphasis on Finance, Business, or Technology


• 5 or more years sales experience with a demonstrated track record of achieving and surpassing sales goals


• Knowledge of receivables product knowledge and solutions


• Excellent written and verbal communication and presentation skills


• Effective active listening, analytical, and problem-solving capabilities


• Strong consultative selling skills


• Sales focus with needs-based solution selling


• Ability to build sales strategy while concurrently prospecting new business


• Ability to maintain and develop existing relationships


• Ability to identify appropriate decision makers at each prospect


• Ability to define customer needs with each potential opportunity


• Solid interpersonal and relationship management skills


• Time management and multitasking skills


• Strong work ethic and ability to work well under pressure


• Ability to maintain an active sales pipeline using CRM; HubSpot and/or Salesforce experience


• Willingness to work in identified Busey markets with Treasury Management teams

Core Competencies

Demonstrates expertise in accounts receivable and payment solutions, with a strong focus on consultative selling and relationship management. Proven ability to develop and execute sales strategies while maintaining an active CRM sales pipeline to achieve revenue targets.

Highest-signal resume keywords

• Accounts Receivable Solutions


• Consultative Selling Skills


• CRM Experience (HubSpot/Salesforce)


• Sales Strategy Development


• Client Relationship Management

ATS Optimization Keywords

Hard Skills

• Accounts Receivable Product Knowledge


• Sales Experience (5+ Years)


• Proposal Development


• Pricing Strategy


• Solution Demonstration

Soft Skills

• Excellent Communication Skills


• Active Listening


• Analytical Problem-Solving


• Time Management


• Interpersonal Skills

Certifications & Qualifications

• Bachelor’s Degree (Finance, Business, or Technology)

Industry Keywords

• Payment Technologies


• Treasury Management


• Business Development


• Sales Pipeline Management
  
• Regulatory Requirements