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Nonprofit Strategist Sr. / Sales Product Specialist Sr

May 27, 2025May 27, 2025

Nonprofit Strategist Sr. / Sales Product Specialist Sr

CompanyPNC Financial Services
LocationIndianapolis, IN, USA, Chicago, IL, USA, Charlotte, NC, USA, Atlanta, GA, USA
Salary$100000 – $261300
TypeFull-Time
Degrees
Experience LevelSenior, 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


TaggedCustomer SuccessExpert or higherFinance & Operations & StrategyPNC Financial ServicesSales & Account ManagementSeniorStrategic Account Management

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