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.
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