Be an Early Applicant
The Role
Own new business sales to credit unions and CUSOs across a territory, from pipeline development through signed agreements. Build executive relationships, lead complex buying processes, develop ROI-based business cases, and close new-logo opportunities. Partner with solution and delivery teams, engage CUSOs and industry organizations, represent the company at events, and provide market feedback to marketing and product teams. The role requires deep credit union industry knowledge, strong executive communication, and experience selling data, analytics, core, digital banking, or fintech solutions.
Summary Generated by Built In
This is a remote position.
We are looking for a Business Development Manager with deep credit union experience to join our growing team.
You will own new business with credit unions and CUSOs in your territory. Credit unions are under pressure to deliver more for their members, meet growing regulatory demands and keep costs in check, and many are looking for a better way to use the data they already have. You will build relationships with their leaders, understand what they are trying to achieve, and lead them through a buying process that ends with a clear business case and a signed agreement.
- Build and own a pipeline. Identify, qualify and pursue credit unions and CUSOs in your territory, and carry a new business target that you are accountable for from first conversation to close.
- Sell to executive buyers. Engage CEOs, CFOs, CIOs, chief data officers and heads of lending, operations and compliance, and frame conversations around the outcomes they care about, such as member growth, regulatory reporting efficiency and lending performance.
- Work the CUSO ecosystem. Develop relationships with CUSOs and shared service organizations, which often lead technology decisions for many credit unions at once, and help shape how we partner with them.
- Build the business case. Work with our solution and delivery teams to scope use cases, quantify value and present proposals that a credit union board and supervisory committee can approve.
- Be present in the community. Represent us at credit union league events, CUSO gatherings and industry conferences, and grow a network that brings you referrals and introductions.
- Feed what you hear back into the business. Share market insight with marketing and product teams so our messaging, offers and roadmap reflect what credit union buyers need.
Requirements
8+ years of B2B sales experience, with at least 5 selling to credit unions. Experience selling data, analytics, core, digital banking or fintech solutions into the credit union market is strongly preferred.
- A network in the credit union industry. Existing relationships with credit union executives, CUSOs or state leagues, and an understanding of how credit unions make technology decisions.
- A record of closing new business. A history of meeting or exceeding new logo targets on complex sales with multiple stakeholders and long buying cycles.
- Fluency in the credit union technology landscape. Working knowledge of core platforms such as Corelation KeyStone, Jack Henry Symitar, Fiserv DNA and FIS, and of the data and reporting challenges that come with them.
- Business and financial acumen. Comfort building ROI cases and talking about cost, risk and member value with finance and executive audiences.
- Strong communication and discipline. Clear, credible presentation skills, and consistent CRM hygiene and forecasting.
Nice to Have
- Experience selling through or alongside CUSOs or core providers.
- Familiarity with cloud data platforms such as Snowflake, Databricks or Azure.
- Involvement in credit union associations, leagues or industry committees.
Location
US remote; regular travel to credit unions and industry events.
Benefits
Benefits include comprehensive medical coverage, paid time off, and paid company holidays.
About Modern
The Modern Data Company is the company behind DataOS, a data platform that turns the data in a financial institution's core banking, lending, digital and CRM systems into trusted data products for reporting, analytics and AI. We work with credit unions and CUSOs to help them get more from their data.
Working At Modern
Our values are Humility, Empathy, Accountability and Transparency (HEAT), and they guide how we work with each other and with our clients. We’re building technology to solve complex data challenges, and we’re looking for people who want to help move it forward.
Modern is an equal opportunity employer and is committed to building a diverse and inclusive workplace. We encourage candidates from all backgrounds to apply.
To apply, please submit your resume and include a short note in your cover letter highlighting a credit union deal you are proud of, what the client was trying to achieve and how you helped them get there.
Skills Required
- 8+ years of B2B sales experience
- At least 5 years of sales experience with credit unions
- Existing relationships with credit union executives, CUSOs, or state leagues
- Understanding of credit union technology decision-making processes
- Track record of closing new business and meeting or exceeding new-logo targets
- Experience managing complex sales with multiple stakeholders and long buying cycles
- Working knowledge of Corelation KeyStone, Jack Henry Symitar, Fiserv DNA, and FIS
- Business and financial acumen, including building ROI cases
- Strong presentation and communication skills
- Consistent CRM hygiene and sales forecasting discipline
- Experience selling data, analytics, core, digital banking, or fintech solutions to credit unions
- Experience selling through or alongside CUSOs or core providers
- Familiarity with Snowflake, Databricks, or Azure
- Involvement in credit union associations, leagues, or industry committees
Am I A Good Fit?
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
The Company
What We Do
The Modern Data Company is identified as the employer associated with the Pre-Sales Principal role. The available listing does not provide a substantive company overview, product description, or mission statement, so its business description cannot be reliably expanded beyond the company’s apparent focus on modern data-related solutions.
.png)
