National Manager, Workplace & Institutional Benefits

The incumbent in this position is responsible for leading partner acquisition efforts for Alliant’s workplace benefits and vertical segment strategies.  The National Manager serves as the lead representative of Alliant in forging bank at work agreements with large  employers (5,000 employees and above) and leads a team of Account Executives in  the acquisition of mid-size companies (under 5,000 employees) in the Credit Union’s key markets across the United States. The incumbent will have major responsibility for developing long term and short term growth strategies through the outside sales channel and works closely with Senior Leadership Team in the creation of annual business plans for national and regional acquisition markets. Resources to do the job require advanced communication, presentation design, telemarketing, and negotiating skills, as well as a comprehensive knowledge of business to business sales techniques and benefits/portfolio management. Direction is received from the Director, National Sales & Service.

Responsibilities include:

Sponsor Acquisition: 

• Develops and defines sponsor acquisition strategies and related sales tactics for national sales team.
• Conducts market research to identify right-fit partnerships and corresponding decision makers within the large employer (5,000 employees and above) segment.
• Facilitates initial company outreach through telemarketing, social media outreach, and professional networking to secure face to face appointments with executive level management at prospect companies.
• Identifies opportunities to generate new business (loans and product sales) through targeted on-site, electronic, and direct mail advertising with prospective business partners and decisions viability of partnership prior to finalization of agreements.
• Monitors industry best practices and implements program enhancements to ensure ongoing relevance to target audience.
• Leads team on implementation of benefit at new companies and ensures all new member participation targets are achieved within defined time frame.
• Provides feedback and coaching to Account Executive team through participation in joint appointments and sales calls to increase sales effectiveness.
• Proactively manages prospect pipeline to ensure targets for new sponsor enrollments are achieved on quarterly basis.
• Develops and manages vertical strategies within Healthcare and Legal segments.
• Researches target industries and provides recommendations on development of new marketing and communication materials to deepen brand awareness within segment.

Relationship Management:   

• Works closely with Director, Relationship, and Marketing partners on the development of annual sales targets and sponsor strategies.
• Evaluates portfolio performance and identifies appropriate product and channel solutions to increase performance of existing relationships.
• Engages primary decision makers and influencers within partner companies to negotiate meaningful and access to market benefits to target audience.
• Co-authors annual relationship plans and manages deliverables to external partners and internal stakeholders.
• Develops messaging and promotions for new sponsor launches.
• Partners with Lending and Operations units to identify opportunities for product/channel enhancement based on unique needs of sponsorship
• Conducts outreach to Senior/Executive Management at sponsor organizations to identify and recruit potential Board candidates.

Personnel Management: 

Completion of a Bachelor’s degree in Marketing, Communications, Sales or a related field and 10+ years experience in C-level business-to-business sales and executive relationship management; or an equivalent combination of training and experience. Experience in establishing relationships in the Human Resources field and/or financial services preferred.  Excellent communication, relationship building, and presentation skills required.  Intermediate knowledge of Microsoft PowerPoint, Word, Outlook, Project, and Excel necessary.  Up to 50% travel, some evenings and weekends required.