Sales Specialist jobs in United States, Oregon, Portland

Being the cybersecurity partner of choice, protecting our digital way of life.

Your Impact

• Join the fastest growing team where experience meets cutting-edge solutions
• Build and cultivate strong customer relationships, driving business growth within the region
• Partner with the core sales team to align customer strategies and engagements with Cortex and Cloud business objectives
• Take full ownership of leading strategic sales campaigns, sales forecasting, utilizing in-depth knowledge of sales cycles from initial contact through procurement
• Engage in deep technical discussions beyond standard sales presentations and pitches; while translating complex technical cybersecurity solutions into clear business value propositions for customers
• Collaborate closely with cross-functional teams, including sales engineers, to provide tailored customer-centric solutions
• Partner with Alliances to develop joint strategies, enhance customer engagement and deliver innovative solutions for existing and prospective clients
• Travel domestically as needed to meet with customers and attend key business events

Your Experience

• 5 years of sales experience focusing on key customer accounts and delivering value to Enterprise or Select accounts in the cybersecurity industry
• Extensive platform selling experience in complex sales with multiple buying centers
• Experience selling SIEM, EDR or CNAPP (DevSecOps, CloudOps) solutions is highly preferred
• Established trusted relationships with CIOs and CISOs with the ability to influence and drive strategic conversations
• Expertise in applying complex solution sales methodologies to drive results
• Experience working with channel partners and a deep understanding of a channel-centric go-to-market strategy
• Demonstrated ability to thrive in a fast-paced, high-growth startup environment while collaborating effectively with sales engineers and cross-functional teams
• Experience operating in a continuous adoption, expansion, and upsell sales motion within a matrixed sales organization is preferred
• Willingness to travel domestically as necessary to meet business needs

Compensation Disclosure

The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/commissioned roles) is expected to be between $212800/YR - $292600/YR. The offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found .

All your information will be kept confidential according to EEO guidelines.

This role may require travel to and from Palo Alto Networks, Inc. business meetings and events and requires reliable transportation to do so. If a hire chooses to drive in connection with company business, the hire for this role must maintain a valid driver’s license.

Job Description:

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

Job Description:

This job is responsible for proactively partnering with Merrill Financial Advisors (FAs) to identify client’s that can benefit from enterprise banking and borrowing solutions. Key responsibilities include creating relationships with FAs to deepen Merrill client relationships by connecting them to consumer banking solutions and providing ongoing engagement to assist clients in fully utilizing those solutions. Serve as a trusted business development partner to Merrill Financial Advisors in deepening banking relationships and growing deposits and uncovering additional opportunities to consolidate client wealth at Merrill. Job expectations include exhibiting strong sales acumen with a proactive and consistent approach to engage Advisors and identify tangible reasons why clients can benefit from enterprise banking solutions. Identifying client deepening opportunities, providing comprehensive banking solutions to clients, serving as a digital product expert, and working with the Advisor to identify client referrals to other Merrill and Bank of America specialists. Ability to provide tenacious and professional follow-up with Advisors and Clients to ensure value is delivered and clients gain full value from the services delivered.

Responsibilities:

• Create opportunities to onboard new Bank of America clients by understanding needs through client discovery and recommending best fit solutions from our full suite of products, digital platform, and rewards.
• Educate on benefits of banking solutions to Financial Advisors (FAs) and their teams to drive banking adoption into day-to-day FA practices and operations.
• Partners with Financial Advisor teams to find right fit solutions for client banking needs and help navigate complex client situations.
• Provide proactive guidance and resources to help advisor meet goals – driving growth, solving client needs and identifying new opportunities.
• Deliver on team strategic and financial objectives with a bottom-line focus on business metrics and results.
• Deliver a high-quality client experience that is consistent with the expectations of a Wealth Management client by providing comprehensive financial solutions to clients, including managing expenses, building wealth, and managing debt.
• Ensures exceptional client experience by supporting the efficient and professional operational execution of tasks and conducting follow-up routines to meet client needs
• Understands and accesses the full breadth of resources across the bank to create opportunities that meet a client's diverse financial needs.
• Leverage of a wide range of data and systems, including Salesforce, to drive consistent client engagement and proactive advisor follow-up.

Required skills:

• Demonstrates proven results exceeding goals in a client-centric, results-driven environment.
• Prior banking experience in demand deposit, savings, transactional accounts. Working knowledge of investing products and services along with the latest online and digital capabilities
• Possesses strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building relationships and demonstrate a commitment to providing personalized service.
• Has demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals,
• Exhibits proven client engagement skills and the ability to engage partners to resolve problems and escalate as needed to promote client satisfaction.
• Is able to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration.
• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
• Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements to grow your career.
• Applies strong critical thinking and problem-solving skills to meet clients’ needs
• Displays strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results
• Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills
• Is able to learn and understand technology to assist clients with the latest in Digital and Digital banking

Desired skills:

• Experience in the financial services industry working with high-end clients providing advice on products and solutions for any stage of their lives.
• Prior sales experience in a salary plus incentive environment with individual goals, where goals were routinely met or exceeded
• Prior experience providing excellent service to high-end clients and excelling in that environment

Skills:

• Deposit Solutions Product Knowledge
• Customer and Client Focus
• Influence
• Relationship Building and Networking
• Executive Presence
• Sales Performance Management
• Analytical skills
• Presentation skills
• Influencing skills
• Problem solving
• Active listening and Communication skills
• Relationship Building
• Industry knowledge
• Time management
• Resilience
• Collaboration
• Business development focus
• Ability to overcome objections.

Bachelor’s degree preferred; High School Diploma / GED / Secondary School or equivalent.

In this role you will:

• Participate in soliciting residential mortgages from various sources
• Produce high quality loans which are compliant and provide excellent customer service
• Build relationships with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources
• Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace; stay informed of mortgage industry trends and developments in the assigned market
• Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Mortgage Retail Sales functional area, policies, procedures, compliance requirements, and generating loans
• Understand real estate appraisals, title reports, and real estate transactions
• Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs
• Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan program and level of risk
• Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication
• Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements
• This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

• 2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education

Desired Qualifications:

• Basic Microsoft Office skills
• Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources
• Excellent verbal, written, and interpersonal communication skills
• Mortgage industry experience
• Knowledge and understanding of sales prospecting and generating referrals
• Experience developing and cultivating professional relationships
• Customer service experience

Job Expectations:

• This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website(http://fedregistry.nationwidelicensingsystem.org)provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
• Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
• Ability to lift 20+ pounds
• Reliable transportation
• Ability to work nights, weekends, and/or holidays as needed or scheduled

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Job Profile:

As a Senior Home Lending Manager within Chase Home Lending, you will be presented with a unique opportunity to progress your career and make a substantial impact on the business. Your role will involve promoting Mortgage Banking strategies, managing P/L, and influencing business investments. You will also be responsible for leading and developing Lending Managers and Advisors, cultivating partnerships, and recruiting top talent.

Job Responsibilities:

• Significantly impacts business P/L by developing and executing Mortgage Banking strategies and managing regulatory controls.
• Leads P/L ownership for the market, guiding pricing, staffing, and expense management.
• Manages relationships with key partners, including Retail Bank, IT, Product, Operations, and external vendors.
• Actively recruits talent, recognizes high-potential employees, and fosters an inclusive work environment.
• Monitors loan applications and closings, provides business-building advice, and ensures regulatory compliance.
• Uses strategic skills to maintain a broad market perspective and identify opportunities in sales, staffing, and processes.
• Applies Mortgage Banking expertise to understand offerings, guidelines, and local market needs, and guides new lead source development for market growth.

Required Qualifications, Capabilities, and Skills:

• Bachelor's degree or equivalent experience in mortgage sales and banking.
• 7+ years of management experience, including leading teams of Sr. Managers.
• In-depth knowledge of Federal and State regulatory policies.
• Strong problem-solving, analytical, and organizational skills.
• Excellent communication and interpersonal abilities.
• Proficient in PC skills, including Excel, Word, and PowerPoint.
• Ability to perform well under stress.

Preferred Qualifications, Capabilities, and Skills:

• Strong Technical background preferred.

In this key role, you will manage, direct and drive direct sales into Named Enterprise Accounts within your assigned region. Create and implement strategic plans focused on attaining deployment of Fortinet products and services. Develop executive relationships with key buyers and influencers in the region and leverage these relationships. Coordinate with appropriate internal groups to generate and deliver winning Contract Bids, Proposals, RFI/RFP Responses, and Statements of Work. Negotiate terms of business with clients to achieve win/win results that provide the basis for strong ongoing relationships.

Responsibilities:

• Manage and motivate a team of Sales Representatives focused on Named Enterprise Accounts
• Develop Regional plans to achieve goals and exceed quota responsibility
• Maximize Fortinet opportunity to commercial market while providing value added solutions
• Serves as lead contact responsible for the flow of information to/from executive management
• Works closely together with Named Account Managers in order to maximize the primary business focus and serves as team leader responsible for the quality and success of the Named Enterprise business
• Develops relationships with key decision makers, influencers and partners
• Manages effective working relationships with assigned region NAMs, Technical Sales Engineers, and Consulting Professionals
• Consistently builds and delivers on an accurate territory pipeline
• Travel within assigned territory is required

Required Skills:

• 10+ years technology selling experience managing a Named Enterprise sale team
• Proven ability to sell solutions to Named Enterprise customers
• Experience in the network security industry
• A proven track record of significant over-quota achievement and demonstrated career stability
• Experience in closing large deals
• Selling experience must include one of the following : 1) Firewall/VPN, 2) AV 3) IDS/IDP
• Excellent presentation skills to executives & individual contributors
• Excellent written and verbal communication skills
• Goal oriented individual, with vast interpersonal managerial skills, strong business acumen and positive leadership abilities with proven results in mentoring, motivating and developing teams.

Education:

• Bachelor's degree or equivalent, MBA preferred.