The Role
Drive new-logo acquisition and account growth across enterprise financial services prospects. Manage complex sales cycles, territory and account strategies, pipeline generation, CRM hygiene, and cross-functional internal teams. Sell SaaS features and services to banks, credit unions, and mortgage organizations while managing accounts through prospecting, acquisition, retention, and expansion. Travel approximately 25% for customer visits and industry events.
Summary Generated by Built In
Total Expert is the Customer Operating System for financial services. Our purpose-built platform combines a system of context with a system of action that enables humans and AI Assistants to engage in the moments that matter and earn customers for life. Since 2016 Total Expert has enabled more than seven trillion dollars of funded loan volume.
For candidates based in the Dallas, TX or Minneapolis, MN area, the position follows a hybrid schedule with 3 on-site days per week. This position would be remote for qualifying candidates residing outside of those areas.
What you’ll be doing:
- Hunt new logo accounts among assigned territory of national prospects.
- Grow assigned list of customer accounts with sell-in of new paid features and services.
- Manage the entire lifecycle of accounts from prospecting, acquisition, retention and growth
- Management of complex sales cycles utilizing internal and external resources as appropriate
- Management of an internal cross functional team to support the franchise
- Preparation and execution of territory and account strategy
- Consistent Pipeline Generation and CRM Hygiene
- Traveling (25%) to customer and prospect visits as well as industry events
- Positioning our product advantageously to Financial Services including Independent Mortgage Bankers, Banks and Credit Unions.
What we are looking for:
- Positive attitude, life-long learner with demonstrated ability of fast-starts.
- Passionate about building great products, innovation and solving complex customer problems
- Solid track record of building relationships and collaborating at all levels of the organization
- Be able to work independently and as part of a Team in a fast pace, rapidly changing environment
- Will thrive in late startup culture: Has a growth mindset, resilient, adaptable and curious
- 5+ years of experience managing the sales cycle within enterprise accounts
- Consistent overachievement of quota
- Knowledge of selling into financial services in the mortgage vertical within either banking, credit union, and mortgage organizations.
Preferred Qualifications:
- Strong verbal and written communication skills
- Strong presentation skills
- Strong analytical and problem-solving skills
- Strong understanding of SaaS technology with a consultative sales approach
- Strong negotiation skills
- Understanding of SaaS and/or mortgage banking lending ecosystems.
Compensation/Benefits: The anticipated base salary range for this role is $120,000 - $140,000 annually. Final total compensation offered is dependent upon the selected individual's qualifications and experience. The role is also eligible to receive commissions based on achievement of an assigned quota. As an employee of the company, you will be eligible to participate in the Employee Stock Option Plan. Total Expert offers a competitive range of benefits including Medical, Dental, Vision, HSA (Health Savings Account), FSA (Flexible Spending Accounts), company paid Life Insurance, Short-Term Disability, Long-Term Disability, Flexible Time-Off (FTO), Paid Parental Leave, and 401(k) with employer match.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
Skills Required
- 5+ years of experience managing the sales cycle within enterprise accounts
- Consistent overachievement of quota
- Knowledge of selling into financial services in the mortgage vertical, including banking, credit union, or mortgage organizations
- Positive attitude and demonstrated ability to achieve fast starts
- Ability to build relationships and collaborate across organizational levels
- Ability to work independently and as part of a team in a fast-paced, rapidly changing environment
- Growth mindset, resilience, adaptability, and curiosity
- Strong verbal and written communication skills
- Strong presentation skills
- Strong analytical and problem-solving skills
- Strong understanding of SaaS technology with a consultative sales approach
- Strong negotiation skills
- Understanding of SaaS and/or mortgage banking lending ecosystems
- Authorization to work for any employer in the United States without visa sponsorship
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The Company
What We Do
Total Expert delivers purpose-built CRM and data-driven customer engagement solutions for more than 175 modern financial institutions. The Total Experience Platform unifies data, marketing, sales, and compliance solutions to provide a cohesive experience across the customer lifecycle. Total Expert turns customer insights into actions to increase loyalty and drive growth for banks, lenders, credit unions, and other financial services firms.
