We’re looking for a Sales Account Manager - Lending & Banking. This is an Outbound Repeat Sales opportunity where you will focus on repeat sales efforts to help small business owners achieve their goals using Bluevine’s financial solutions. In this role, you will form relationships with our existing lending customers to drive continuous use of Bluevine’s lending products and to cross-sell Bluevine’s other banking products like checking account, bill pay, etc. You will create meaningful experiences and deliver value to clients by providing products and services that meet their financial needs.
What You’ll Do:
- Be a high performer. Consistently hit monthly volume and cross-sell quotas. Meet and exceed daily hustle metrics/activity goals/KPIs
- Anticipate their financial needs, and identify opportunities to expand account growth and product diversification
- Operate as a Trusted Advisor to grasp complex business obstacles
- Cultivate strong customer relationships with small business owners.
- Use sales engagement tools, lead-management software, and CRMs to optimize pipeline management.
- Engage existing customers throughout their lifecycle to introduce new or unused features & benefits, to drive adoption, usage, and revenue
Role Competencies:
- Results-Oriented. Consistently achieves results, even under difficult circumstances.
- Nimble Learner. Quickly acquires new knowledge and/or skills and adapts to new situations by being open to and quickly implementing feedback.
- Consultative. Embodies the Trusted Advisor approach by focusing on building relationships with others, grasping their obstacles, and providing relevant solutions
- Partnership. Builds partnerships and works collectively with others to meet goals.
Requirements:
- 2+ years of account management and/or outbound sales experience.
- Experience working towards a quota & proven ability to hit goals.
- Able to deal well with ambiguity and self-motivation.
- Excellent written and verbal communication skills.
- Experience working in a fast-paced environment
- Growing SaaS and or Fintech organization experience is highly preferred.
- Uncompromising hustle and integrity.
What We Do
We are on a mission to enable a better financial future for small business owners through innovative banking solutions designed just for them.
Bluevine is on a mission to enable a better financial future for small business owners through innovative banking solutions designed for them. Small businesses deserve accessible and modern financial services, and traditional banks have underserved them for too long.
By combining industry-leading technology and security with our team's expertise and care, we help small businesses spend their time on what matters most—the next chapter of their business.
Since 2013, we've provided small businesses with access to more than $13billion in financing. As a top small business banking provider trusted by thousands of small business owners, we're proud to offer a full suite of tailored banking services, including a business checking account, line of credit, and bill pay services that serve the always-on entrepreneur.
With a global presence of more than 500 employees, we're hiring problem solvers and collaborators to help build a better financial future for small business owners.
* BlueVine is a financial technology company, not a bank.
Why Work With Us
Grow your career alongside problem solvers and innovators who thrive on collaboration, a fun environment, and meaningful work. We’re a diverse and humble team who love a good challenge and spend our days building a better financial future for small businesses. Join us!
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