KEMBA Financial Credit Union · 18 hours ago
Sales Support Specialist
Columbus, OH
Full-time
Hybrid
Mid Level
$74K/yr - $82K/yr
4+ years expKEMBA Financial Credit Union is seeking a Sales Support Specialist to drive sales growth and enhance member experience. The role focuses on supporting sales leadership and associates by implementing sales initiatives, delivering tools, and leveraging data to optimize performance.
BankingFinanceFinancial ServicesNon Profit
Responsibilities
Coordinates sales enablement efforts such as training, documentation, reporting, sales contests, and best practices while preparing job aids and serving as a trusted resource for complex product knowledge, internal processes, and industry trends
Supports performance management initiatives including goal setting, incentive design, and recognition programs
Facilitates strong, collaborative relationships with other departments (technology, operations, compliance, marketing, lending, recruiting, etc.)
Represents the sales department on enterprise-wide projects, providing data-backed guidance to optimize both the associate and the member experience as well as drive growth, boost productivity, and streamline processes
Calculates and tracks sales incentives and contests, ensuring transparency and accuracy in pay
Plans, develops, implements, and tracks the performance of omni-channel lead generation to drive member acquisition and deepening
Monitors lead progression, pipeline health, and conversion metrics to inform sales tactics and forecasting
Monitors initiative progress, communicates status updates to key stakeholders, and ensures timely follow-up or resolution of issues
Helps drive discipline and accuracy around the IMPACT sales process, CRM data entry, and pipeline management
Analyzes key performance metrics, identify gaps and best practices, and build action plans to maximize associate success
Coordinates with the reporting team to identify and resolve data issues and uncover opportunities for enhanced insights
Provides ad hoc reporting or analysis as requested
Supports the team with a strong analytical mindset by interpreting data, identifying trends, and making data-driven recommendations to improve sales performance and member engagement
Stays informed on industry trends, competitor offerings, and member needs to support strategic account planning
Researches associate questions, solve problems, and communicates results to stakeholders
Performs all duties in a manner that is fully compliant with applicable industry regulations as well as KEMBA policy and procedures
Develops an understanding of Credit Union history, philosophy, organization, policies, and operational procedures
On a self-direct basis, continues to improve individual level of competency through training and certification on established educational programs
Relates to others beyond giving and receiving instructions: Communicates with coworkers or peers without exhibiting behavioral extremes
Performs work activities requiring negotiating, instructing, supervising, persuading, or speaking with others
Responds appropriately to feedback from supervisor
Performs other duties as required by management
Qualification
Required
Minimum four (4) years of experience in sales and sales support, or customer service, preferably in a credit union or bank setting
Bachelor's degree or equivalent
Excellent written and verbal communication skills, with the ability to clearly convey complex business processes to both internal teams and external partners
Proven ability to work in a team-oriented, collaborative environment, and to build and maintain relationships with internal and external partners
Proficient in Excel for data analysis, reporting, and incentive calculations, including use of pivot tables and VLOOKUP/XLOOKUP
Proven skill in prioritizing and simultaneously managing multiple deadlines, ad hoc requests, and regular deliverables, with strong time management and follow-through
Ability to work non-standard hours when required
Company
KEMBA Financial Credit Union
KEMBA Financial Credit Union is a non-profit financial institution offering loans, home equity loans, and mortgage loans.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Mark Decello
Retired
Recent News
2025-07-01
GlobalFinTechSeries
2025-06-27
2024-04-25
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