Nonprofit Strategist Sr. / Sales Product Specialist Sr
Company | PNC Financial Services |
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Location | Indianapolis, IN, USA, Chicago, IL, USA, Charlotte, NC, USA, Atlanta, GA, USA |
Salary | $100000 – $261300 |
Type | Full-Time |
Degrees | |
Experience Level | Senior, Expert or higher |
Requirements
- Sales experience and track record of success
- Demonstrated ability to work with internal partners
- Strong finance background (education and experience)
- Understanding of Outsourced Chief Investment Officer (OCIO) engagements (this is the major solution we offer)
- Knowledge of philanthropy and the related gift planning vehicles
- Strong communication skills (written and oral)(internal and external)
- Confident public speaker and facilitator
- Ability to travel up to 40-50% of the time during peak seasons (generally Jan-May and Sept-Nov) – The primary coverage area will be the Southeast and Texas.
Responsibilities
- Consults with nonprofit client/prospect to assess business needs and identify product/service recommendations.
- Advises Sales team in the development of significant/complex sales opportunities, including proposals, presentations, and the closing of the opportunities.
- Works with the Sales team in the qualification and prioritization of pipeline and sales opportunities targeting largest and most complex opportunities.
- Completes diagnosis of client’s current business situation and related requirements through data gathering, which includes interviews, research, tools development and modeling.
- Consults with the client/prospect to assess complex and highest value business opportunities and develops tailored solutions using PNC capabilities.
- Serves as liaison with the market service teams.
- Create and/or deliver thought leadership and education internally and externally in-person and in virtual forums.
- Serve as a coach to develop more junior members of the Nonprofit Strategy and Solutions Group at PNC Institutional Asset Management.
- Serve as proxy for the Managing Director of the Nonprofit Strategy and Solutions Group of Institutional Asset Management when necessary.
Preferred Qualifications
- Building High Performance Team
- Client Prospecting
- Conflict Management
- Content Marketing
- IT Architecture
- Relationship Building
- Relationship Management
- Strategic Collaborations