Daylene Wittman

Background

About Daylene Wittman

Serve as the primary point of contact between member credit unions and Cornerstone. Responsible for driving new sales and cross-sell opportunities for CU Resource’s internal products and services and endorsed partner agreements. In addition to driving new sales, responsible for effectively telling the Cornerstone story and selling the value propositions for the organization. Presents and positions Cornerstone products and services by delivering sales pitches and presentations to senior management and Boards of prospective credit union clients to achieve sales and profitability goals. Serve as the liaison and communication link between Cornerstone and member credit unions providing information related to organizational initiatives, programs, services, activities, and education. Calls on prospective credit unions and explains product and service features and functionality, providing a cost benefits analysis, and justifying the competitive advantages of using Cornerstone’s solutions. Builds and maintains a professional relationship with assigned credit unions by initiating and sustaining on-going contact, follow-up and value-added service with all credit union clients to identify and develop sales opportunities. Identifies sales leads, collect information from leads and prospective credit unions and move the lead through the sales process to close. Works closely with credit unions to lead them through the buyer’s journey and the closing process. Develops relationships and close sales opportunities with existing and new credit unions by leveraging relationships, utilizing face-to-face calls, virtual – phone presentations and other creative approaches. Tracks daily, weekly, monthly and annual performance and sales results within your region. Builds and maintains a strong sales pipeline through consistent follow up and relationship building. Maintains data integrity by updating sales and credit union records in multiple systems. Follows up on inquiries in a timely manner to ensure resolution satisfies our credit unions and meets all internal expectations. Collaborates with multiple internal teams to ensure effective communication across the enterprise. Collaborates with sales managers from other regions to share best practices and support a cohesive sales and engagement approach. Assists in the development of new products and services by providing feedback from the field to business development and management on new products and services in demand across all market segments. Stays informed of current industry trends and product knowledge.