Total Expert enables modern financial institutions to engage and guide customers through complex
financial decisions by providing purpose-built tools that fuse digital communications and human
interactions. With over 185 customers we utilize data, insights and actions to provide value.
What you'll be doing:
- Management of 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 and Insurance companies
What we are looking for:
- 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, is 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, mortgage organizations, and insurance
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.
Preferred Qualifications
- Strong verbal and written communication 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 as well as insurance
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