Event Marketer engaging with plumbers and blue - collar workers to drive referrals for water damage clean up services. Building relationships and fostering company growth through enthusiasm and communication.
About the role
- Account Executive driving B2B SaaS sales for financial institutions. Partnering with credit unions for efficiency improvements and member experience enhancement.
Responsibilities
- Grow revenue by uncovering upsell and cross-sell opportunities.
- Use insights and industry expertise to deliver tailored, value-driven solutions.
- Apply the Challenger Sales Model to teach, tailor, and take control of the sales process.
- Consistently hit (or beat) sales goals and keep leadership updated in HubSpot.
- Build lasting relationships with senior credit union leaders.
- Ensure client success by supporting adoption, retention, and satisfaction.
- Partner with internal teams to deliver seamless solutions.
- Stay sharp on trends and regulations shaping the home equity lending space.
Requirements
- Bachelor’s degree in Business, Marketing, or related field (preferred).
- Proven track record in B2B SaaS sales, ideally in financial services.
- Knowledge of the credit union and banking industry.
- Consultative, challenger-minded approach to selling.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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