Hybrid Account Executive

at LoanPro

• Job title: Account Executive
• Job type: Full Time
• Experience level: Junior
• Salary: Not specified
• Degree requirement: Associate's Degree
• Location requirements: Hybrid, Farmington, United States

About the role

• Account Executive responsible for driving revenue growth in fintech company LoanPro. Engaging with clients, managing relationships, and closing deals while providing exceptional service and support.

Responsibilities

• Take ownership of deep learning about our software, its functions, and how it fulfills our customers' needs and how they use the product
• Communicate with potential and current clients to understand customer goals, challenges, project requirements, timeline, budget, and authority
• Create detailed business plans to reach predetermined goals and quotas
• Own, manage and drive prospects through the full sales process from qualification to close
• Maintain and organize customer and account information
• Research and develop existing accounts to increase customer efficiencies
• Develop an in-depth understanding of LoanPro, industry trends, and competition
• Work effectively with internal departments to deliver the best solution for the client and ensure an excellent experience
• Consistently achieve and exceed quarterly metrics (appointments set, opportunities created, qualified leads, new contacts, calls per day, KPI, etc.)
• Answer questions about LoanPro processes and solutions with confidence and expertise
• Manage prospecting status, data integrity, and forecasting in Salesforce
• Drive pipeline growth through development of outbound leads
• Deliver quality and tailored demonstrations to mid-market and enterprise prospects based on their needs and priorities
• Remain in regular contact with your clients to understand and meet their needs
• Provide ideas/insights to management and sales to help facilitate growth of organization
• Stay on top of industry trends and develop a complete understanding of our current and potential Strategic Partners’ and our customers’ businesses
• Research target accounts, identify key players, generate interest, and develop new relationships
• Clearly articulate value, be persuasive and present to decision-makers, key stakeholders, and executives
• Support LoanPro at trade shows and conventions, as needed
• Ability to give, receive, and implement feedback and constructive criticism
• Have a positive and energetic attitude and make efforts to maintain/improve morale
• Effectively collaborate and consult with colleagues to identify issues, determine potential solutions, and analyze the impact on the broader organization
• Build collaborative, trustworthy relationships across a range of styles, functions, geographies, and cultures to form networks within and outside the company
• Develop and maintain strong organizational astuteness and agility
• Self-directed, including: manages time, proactively seeks work opportunity, supports the department and software needs, proactively seeks and pulls work, delivers on daily projects tasks, communicates with team - has a strong sense of urgency and engagement of projects and timely delivery
• Focuses on work while at work, stays engaged, attentive and proactive and eliminates distractions (cell phone, internet, long breaks, distractions, etc)
• Puts sufficient time, energy, and effort into the tasks necessary to complete the duties and responsibilities of the position

Requirements

• Associate’s degree or equivalent work experience required, Bachelor degree preferred
• 1 year or more of experience using Customer Relationship Management Software platforms (CRM)
• Excitement to build something and high growth mindset
• Strong awareness and ability to read situations and adjust accordingly
• Ability to think strategically and creatively
• Ability to use Salesforce, Monday.com, G Suite, Slack and other operating systems
• Determined mentality with a strong will to win
• Dedication to high quality customer service delivery and integrity through proven client and customer relationships
• Energetic, organized high performer who can meet deadlines, work independently, take initiative and follow through with requests
• Excellent oral and written communication skills, including facilitation of group presentations, and consulting skills
• Strong understanding of the lending industry, with the ability to become a subject matter expert on the job
• Proficiency in G Suite, Microsoft Office applications as well as industry-specific analysis software
• Fluency in the English language (speak, read, and write) required.

Benefits

• 80% Medical/Dental
• PTO and Holiday Schedule
• HSA and 401K Match
• Wellness Rewards and EAP