National Business Consultant

Summary

Navari offers products and services in Martech, HR Performance, and Financial Empowerment. The National Business Consultant develops and manages the sales funnel, drives new client acquisition, leads opportunities through the full sales cycle, and achieves assigned quotas and revenue objectives. The role also supports client implementations, retention and expansion strategies, forecasting, and relationship development with credit unions and industry partners.

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

• LOCATION: Full Remote - FL, IL, KS, MI, OH, PA, TX, UT, WI only
• 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
• Strong innovation skills
• 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
• 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
• 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
• Prior experience selling SaaS, technology, or financial services solutions to credit unions or banks is highly preferred

Qualifications

Must Haves

• LOCATION: Full Remote - FL, IL, KS, MI, OH, PA, TX, UT, WI only
• 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
• Strong innovation skills
• 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
• 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
• 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

Nice to Haves

• Prior experience selling SaaS, technology, or financial services solutions to credit unions or banks is highly preferred

Benefits

• Medical, dental, and vision insurance
• Short- and long-term disability insurance
• Life insurance
• HSA and FSA options
• An opt-out credit for waiving health insurance coverage
• 401(k) plan with 5% company contribution
• Vacation, volunteer time, parental leave, and holidays, including floating holidays
• Discretionary year-end bonuses
• Annual merit increases based on performance
• Flexible remote and hybrid work options
• Ongoing learning and development opportunities
• Wellness programs
• Pet insurance
• Team member discounts
• Opportunities to engage, connect, and make an impact