Inside Sales Representative driving customer acquisition for a fintech company. Focused on turning inbound leads into long - term partnerships and managing a diverse client portfolio.
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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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