Strategic Advisor

Our Core Values & Mission:

At CUCollaborate, every team member is expected to embody our core values as an integral part of their role. This section outlines the key responsibilities, purpose, and expectations of the position, ensuring alignment with our mission and commitment to excellence.

CUCollaborate is a challenger consultancy that champions credit union growth through disruptive innovation. We are here to help credit unions adapt, grow, and succeed long term — and we offer the innovation, insight, and know-how to help them do it.

Our goal at CUCollaborate is to be the best in the world at solving problems that make the world a better place. We believe that growing credit union membership, increasing access to fairly priced financial products for people of modest means or those historically discriminated against, and helping credit unions maximize their impact in their communities and member's lives all make the world a better place. All employees should possess the following workplace values and competencies:

1*. Judgement*

Identifies root causes and gets beyond treating symptoms.

Thinks strategically, and can articulate what you are, and are not, trying to do.

Separates what must be done well now, and what can be improved later.

1. Communication

Listens well, instead of reacting fast, so you can better understand.

Is concise and articulate in speech and writing.

Maintains calm poise in stressful situations.

1. Impact

Deliver outcomes that matter

Accomplishes amazing amounts of important work.

Demonstrates consistently strong performance so colleagues can rely upon you.

Focuses on great results even over great processes.

Exhibit bias-to-action and avoid analysis-paralysis.

1. Curiosity

Asks questions, learns quickly

Learns rapidly and eagerly.

Seeks to understand our strategy, market, customers, and suppliers.

Is broadly knowledgeable about business, technology, and financial institutions / services.

Contributes effectively outside of your specialty.

1. Innovation

Finds new/better ways to work

Re-conceptualizes issues to discover practical solutions to hard problems.

Challenges prevailing assumptions when warranted, and suggest better approaches.

Creates new ideas that prove useful.

Keeps us nimble by minimizing complexity and finding time to simplify.

1. Courage

Speaks up, takes responsible risks

Says what they think even if it is controversial.

Makes tough decisions without agonizing.

Takes smart risks.

1. Passion

Shows enthusiasm and drive

Inspire others with your thirst for excellence.

Cares intensely about CUCollaborate‘s success.

Celebrate wins and is tenacious.

1. Honesty

Is direct, transparent and trustworthy

Is known for candor and directness.

Is non-political (company politics) when you disagree with others.

Is quick to admit mistakes.

1. Selflessness

You seek what is best for CUCollaborate, rather than best for yourself or your group

You are ego-less when searching for the best ideas

You make time to help colleagues

You share information openly and proactively

Supervisory Responsibilities:

Directly manage an assigned Sales Development Representative: set weekly priorities, assign tasks, and hold them accountable for pipeline generation and sales support work.

Coach the SDR on prospecting, call quality, and deal support, and give regular feedback and input on their performance.

Review and approve the SDR’s work before it reaches clients, including contract drafts and prospect follow-up. Prospecting and converting new logos, expanding current client relationships, and ensuring each credit union experiences a seamless, strategic, and value-driven engagement with CUCollaborate. SAs play a critical role in fueling organizational growth and embodying the CUCollaborate mission and values in every interaction.

Duties/Responsibilities:

List the essential job duties that are specific to the position.

The Strategic Advisor (SA) is a core member of CUCollaborate’s team responsible for driving both new business acquisition and client expansion. By deeply understanding the challenges faced by credit unions and aligning those needs with CUCollaborate’s software and consulting solutions, Strategic Advisors serve as the primary commercial partner for both prospective and existing clients.

This role manages the entire revenue lifecycle within their assigned Mission Team and owns closed-won revenue at CUCollaborate across the whole client lifecycle. That means winning new credit union clients, expanding what existing clients do with us, and securing renewals. The Strategic Advisor is a trusted partner to credit union leaders. They match CUCollaborate’s software and consulting services to each institution’s growth goals, regulatory needs, and long-term strategy.

New Business:

· Run the full sales cycle with credit union executives, from first conversation through close

· Lead discovery to uncover each institution’s challenges and goals, and connect them to the right mix of CUCollaborate software and consulting services

· Deliver strong presentations and demos that show measurable value to CEOs, boards, and leadership teams

· Work with your SDR to build and prioritize a healthy pipeline in your territory

Expansion:

· Find and pursue opportunities to grow current clients’ engagement through additional services, software, and strategic projects

· Stay close to client goals and changes in regulation so you can forward proactive recommendations, not just respond to requests

· Work with consulting and delivery teams to turn client success into expansion opportunities

Renewals & Retention:

· Own renewals across your book, starting early enough to prevent surprises

· Monitor client health, flag at-risk accounts, and lead retention plans

· Negotiate renewal terms that protect revenue and the relationship

Sales Operations:

· Keep accurate, current pipeline and forecast data in HubSpot

· Prepare, review, and finalize proposals, contracts, and invoices, including oversight of SDR-drafted contracts in PandaDoc

· Coordinate smooth handoffs to consulting and account teams after the sale

· Follow all internal processes and external regulatory standards

Internal Collaboration

• Work closely with your Mission Team to communicate client insights, market feedback, and strategic opportunities
• Partner with Marketing on territory-specific initiatives, events, and campaigns
• Coordinate with Delivery/Implementation teams to ensure smooth onboarding and client experience
• Maintain accurate CRM data, forecasts, and activity tracking

Market & Product Expertise

• Develop and maintain deep expertise in CUCollaborate’s products, consulting offerings, and credit union industry dynamics. You will specifically be seen as an expert for your Mission Team
• Position CUCollaborate as a trusted, knowledgeable partner in the credit union ecosystem
• Stay current on regulatory, competitive, and market trends influencing client decisions
• Ensures compliance with all internal and external compliance regulations and complies with all company policies and timelines

Required Skills/Abilities:

· 3 years minimum of full sales cycle experience with a track record of goal attainment. Credit union, banking, or financial services experience preferred

Education Required:

· Bachelor’s degree

Pay: From $120,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Referral program
• Retirement plan
• Vision insurance

Work Location: Remote