Business Development Representative jobs in United States, South Carolina, Greenville

This job is responsible for providing advice and valuable financial solutions to complex Business Banking clients and prospects. Key responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify cross-selling opportunities and increase overall client satisfaction.

Responsibilities:

• Manages an extensive portfolio of complex clients and prospects with annual revenues of $20-50 million and helps companies save, borrow, and invest for their current and future needs

• Acquires, deepens, and maintains profitable client relationships through sales, prospecting and enhancing existing relationships

• Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends

• Collaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects

• Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues

• Coaches and mentors peers, while utilizing leadership skills

• Adapts to changes in sales practices and broader market and industry conditions as needed

Required Qualifications:

• 5+ years experience in commercial lending, business development, commercial credit and portfolio management in business banking or middle market sector

• Management of an extensive portfolio of clients with annual revenues of$20-$50 million

• Proven track record of sales, prospecting new business and enhancing existing relationships

• Ability to understand and interpret financial statements and cash flow analysis to assess and analyze financial conditions of companies and industry trends

Desired Qualifications:

• Bachelor’s degree in Business, Finance, or Economics (or equivalent relevant work experience)

Minimum Education Requirement:

High School Diploma / GED / Secondary School or equivalent

Skills:

• Business Development

• Client Experience Branding

• Client Management

• Client Solutions Advisory

• Relationship Building

• Account Management

• Financial Analysis

• Leadership Development

• Loan Structuring

• Referral Identification

• Credit Documentation Requirements

• Pipeline Management

• Referral Management

• Regulatory Compliance

• Risk Management

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

Your Impact

• Provide necessary data and reports to distributors to set plan targets and KPIs

• Responsible for scheduling, preparing, and leading recurring Business Review meetings (QBRs) at least three times per year with cross-functional audience Sales Management, Marketing, Services, Channel SE team, and optional attendees from Regional, Theatre, and WW management including executive QBRs

• Meet with Distributors to update the annual business plan with the previous quarter’s results and set targets, objectives, and activities for a new quarter and frequently convene to assess ongoing trajectory of the business and adjust activities as needed to drive better results

• Responsible for establishing senior executive relationships and leveraging your rapport with distributors’ executives to influence investments in and positive outcomes for Palo Alto Networks.

Lead monthly updates with the distributor(s) to cover relevant new company information or content provided in the previous month. Ensure company content, programs, and update proper “land” within the distributor and share calls-to-action for distributors with said updates

• Increase the distributor’s quoting utilization. Provide adequate training. Monitor and share quoting utilization statistics with distributors monthly.

• Responsible for semi-annual NextWave Program Compliance efforts for Distribution Managed Partners, including working with the distributor(s) on plans to address gaps in Partner requirements and to make the decision on up-leveling, downgrading, or off-boarding these Partners

• Work closely with the Renewals team and distributors to improve renewals process efficiency and to improve key Renewal business KPIs

• Building and monitoring plans with distributors to drive attendance to important Palo Alto Networks global, regional, and local events

• Give face-to-face presentations to distributors at the start of each quarter for product updates, business opportunities, best practices from other distributors in other regions

• Facilitating cadence of “Peering” between local management teams

• Facilitating local Sales team engagement with Distribution

  • Each distributor is invited to make a presentation to PANW Sales organization during a weekly Sales meeting at least 1 time per quarter

• Handle (solve or escalate) all escalations related to day-to-day order processing and Distributor Credit situations

• Be onsite (when able) at a local distributor at each end of month / EOQ and participate actively in the “War Room” virtual environment at EOM/EOQ to ensure flawless execution of all Commit orders

• Ensure distributors are proactively reviewing their pipeline to ready their systems and account for processing orders with available credit and no minor mistakes

• Manage the Distribution Rebates by setting targets and defining MBOs; provide regular Rebate updates – this should include QTD against target funnel and in Quarter pipeline report

• Manage all processes and documentation related to Distribution Development Funds (DDF)

• Manage all processes and documentation related to Distribution Co-Funded Heads

• Manage open Pipeline weekly. Use Clari to understand which deals are coming in each week/month/quarter and work proactively with distributors to ensure all orders are closed and processed by their committed Close Date

• Lead weekly forecast call with each local distributor to review weekly/monthly/quarterly

• Work with distributors and Marketing Manager to have all Marketing plans and Distribution Development Plans (DDF) submitted as per the timeline and process

• Work with Distributors on marketing plans that drive net-new account acquisition and install base expansion

• Attend local sales and marketing events hosted by Distributors and Distribution Managed Partners

• Work with Distributors and Channel/Product Market to develop, land, and monitor Channel Sales incentives and promotions for Distributors and Distribution Managed Partners

• Coordinate efforts and drive alignment between Distributors and PANW Inside Sales Team; proactively schedule sales activities onsite between Inside Sales and Distributors

• Regularly share important SFDC reports with Distributors

Your Experience

• 5 – 7 years of distribution or channel management experience

• 2 – 3 years of channel sales management experience in vendor environments,

• 2 – 3 years of Program Management or BU Management or close work in channel programs

• Working knowledge and experience selling technology solutions

• Proven experience influencing senior-level partner executives

• Ability to develop complex partner and territory plans and strategies

• Skilled in developing business plans, contributing to strategic plans, and devising reporting to track business Key Performance Indicators (KPI) and return on investments (ROI)

• Strong presentation skills and the ability to describe market transitions

• Proven ability to communicate effectively and professionally (verbal and written) with customers and interface with a variety of organizations. - Clear and concise

• Strong leadership skills with the ability to develop and manage virtual sales teams

• Strong time management, organizational, and negotiation skills

• Professional IT Sales and business development experience

• Strong public speaking skills

[Input by recruiter and audited by recruiting specialist]

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 $0 - $0/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.

This job is responsible for providing advice and valuable financial solutions to complex Business Banking clients and prospects. Key responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify cross-selling opportunities and increase overall client satisfaction.

Responsibilities:

• Manages an extensive portfolio of complex clients and prospects with annual revenues of $20-50 million and helps companies save, borrow, and invest for their current and future needs
• Acquires, deepens, and maintains profitable client relationships through sales, prospecting and enhancing existing relationships
• Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
• Collaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects
• Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues
• Coaches and mentors peers, while utilizing leadership skills
• Adapts to changes in sales practices and broader market and industry conditions as needed

Skills:

• Business Development
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Account Management
• Financial Analysis
• Leadership Development
• Loan Structuring
• Referral Identification
• Credit Documentation Requirements
• Pipeline Management
• Referral Management
• Regulatory Compliance
• Risk Management

High School Diploma / GED / Secondary School or equivalent

Responsibilities:

• Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk
• Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews
• Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time
• Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities
• Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals
• Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment
• Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture

Skills:

• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Customer and Client Focus
• Pipeline Management
• Credit Documentation Requirements
• Financial Analysis
• Oral Communications
• Prioritization
• Written Communications
• Coaching
• Interpret Relevant Laws, Rules, and Regulations
• Prospecting
• Risk Management

Regular or Temporary:

English (Required)

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor's degree or equivalent education, training and work-related experience

2. Five years of marketing experience in a brokerage firm with significant supervisory responsibility

3. Demonstrated ability to effectively manage people and projects

4. A thorough understanding of the advertising review process as mandated by Financial Industry Regulatory Authority, Inc. (FINRA)

5. Strong writing and presentation skills

6. Significant experience planning client and prospect events

7. Ability to effectively present information to top management, public groups, and/or boards of directors

8. Demonstrated proficiency in basic computer applications such as Microsoft Office products

Preferred Qualifications:

1. FINRA Series 7, 66 (or 63/65) and Life & Health Insurance licenses

2. Sound working knowledge of holistic banking/investment platforms, products, services, operations, and systems

In this role you will:

• Prospect companies with annual gross sales between $25MM to $100MM and remain engaged until prospects are successfully converted to customers
• Target establishing complete C&I relationships that are comprised of commercial lending, treasury management, deposit and other credit solutions
• Partner with Commercial Relationship Managers to cross sell appropriate products and services, prioritize prospects, develop pursuit strategy, create proposals, manage new customer acquisitions, and onboarding process for customers
• Increase Wells Fargo's and the Commercial Bank's relevance to prospective customers and product partners for new business opportunities through consistent marketing efforts and delivery of value added ideas
• Participate in initiatives and deliverables within Commercial Banking Business Development functional area
• Meet business objectives while leveraging solid understanding of functional area operations, policies, procedures, and compliance requirements with an emphasis on proactive monitoring, governance, risk identification andescalation
• Collaborate and consult with Commercial Banking Business Development peers, colleagues, and middle level managers to resolve issues and achieve goals

Required Qualifications:

• 5+ years of Emerging Middle Market Business Development experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired qualifications:

• Proven track record and experience in direct sourcing and prospecting new clients
• Emerging Middle Market relationship management experience
• Established network in the local market
• Existing local in-market network to fuel business development
• Experience developing partnerships and collaborating with other business and functional areas
• Treasury Management product knowledge
• Experience building relationships with community organizations and key community influencers
• Proven ability to develop and execute a sales strategy
• Excellent verbal, written, and interpersonal communication skills
• Effective organizational, multi-tasking, and prioritizingskills
• Proficient with MS technology platforms (i.e., Excel, PowerPoint, Word, Outlook, etc.)
• Credit acumen demonstrated through education
• Risk management experience to include understanding of the responsibility to protect sensitive information
• Bachelor’s degree

Job expectations:

• This position is not eligible for Visa sponsorship
• This position offers a hybrid work schedule
• Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
• Ability to travel up to 30% of the time

Location:

• 320 Broad Street- Charleston, SC 29401
• 1441 Main Street - Columbia, SC 29201
• 15 S Main Street- Greenville, SC 29601

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Wells Fargo Recruitment and Hiring Requirements:

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

This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise.

Responsibilities:

• Recommends financial advice and guidance that align with client financial goals and needs
• Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
• Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities
• Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
• Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs
• Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience

Qualifications:

• Has demonstrated experience and proven success with business-to-business sales, or small business banking.
• Has strong communication skills with the ability to effectively influence clients.
• Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution.
• Has a proven sales track record.
• Is able to build productive partnerships and working relationships.
• Is experienced with outbound phone sales.

Desired Qualifications:​

• Experience with financial information, spreadsheets and financial skills.
• Experience with in-person customer service and sales.
• Experience working with small business clients.
• Experience meeting or exceeding goals.
• A working knowledge of small business products and services.
• Bilingual skills.

Skills:

• Client Management
• Client Solutions Advisory
• Customer and Client Focus
• Referral Identification
• Risk Management
• Client Experience Branding
• Credit Documentation Requirements
• Credit and Risk Assessment
• Pipeline Management
• Referral Management
• Attention to Detail
• Collaboration
• Issue Management
• Prospecting
• Relationship Building

High School Diploma / GED / Secondary School or equivalent