HOW YOU'LL MAKE A DIFFERENCE:This is a full-time sales position responsible for expanding MountainSeed's relationships with existing MarketPlace clients. The Account Executive - Client Expansion - MarketPlace will identify, develop, and close opportunities for additional MountainSeed products and services, including Environmentals, Site Inspections, AVMs, and other products. This role requires a consultative, account-based sales approach. The Account Executive will build a deep understanding of each assigned client's business, lending activity, operational behaviors, service needs, strategic priorities, and use of MountainSeed's existing solutions. Using those insights, this individual will identify relevant expansion opportunities, articulate the value of additional products, and guide opportunities through the full sales cycle.
IN THIS ROLE, YOU'LL GET TO:- Meet and exceed monthly, quarterly, and annual expansion-revenue goals within the existing Marketplace client base.
- Develop a deep understanding of assigned Marketplace clients, including their business model, lending activity, operational workflows, and current use of MountainSeed products.
- Identify and prioritize cross-sell based on client behavior, needs, and strategic initiatives.
- Own the complete sales cycle for cross-sell and expansion opportunities, from initial discovery through proposal, negotiation, close, and post-sale transition.
- Use Salesforce.com to document key stakeholder information, opportunity activity, sales-stage progression, next steps, and forecasting data.
- Partner with Client Development, Client Success, Operations, and other internal teams to identify, develop, and advance cross-sell opportunities.
- Conduct consultative discovery conversations with existing clients to understand current challenges, future initiatives, operational gaps, regulatory needs, and opportunities to improve outcomes through additional MountainSeed solutions.
- Maintain accurate pipeline reporting and provide clear visibility into monthly and quarterly expansion-revenue goals, pipeline coverage, and anticipated close dates.
- Participate in weekly team meetings, pipeline reviews, account-planning sessions, quarterly business reviews, and other sales or revenue-team activities.
- Travel approximately 10% or more, as needed, to build client relationships, conduct meetings, support strategic opportunities, and exceed sales goals.
- Build and maintain strong relationships with key prospect stakeholders
- Ensure a smooth post-sale handoff to Client Success while remaining engaged to support adoption and identify future expansion opportunities.
THIS OPPORTUNITY IS FOR YOU IF YOU HAVE/ARE:- Bachelor's degree with 6+ years' experience or a combination of experience, education, and superior performance
- 5+ years of experience in quota carrying B2B Enterprise level products, services and/or related technologies, preferably in financial services
- Demonstrated ability to identify executive decision makers, build credibility with client executives and sell to the C-suite
- Demonstrated success growing revenue within existing accounts through cross-sell, upsell, expansion, renewals, or strategic account-development initiatives.
- Organized, efficient, and able to maintain high level of production while also demonstrating process and administrative excellence
- Strong record of previous B2B Sales performance
- Banking domain expertise preferred
- Formal sales training is a distinct advantage
- Excellent verbal and written communication skills
- Must be comfortable with a rapidly changing workspace
- Ability to communicate, present and influence credibly and effectively at all levels
- Excellent listening, negotiation, and presentation skills
- Critical thinking and problem-solving skills
- Excellent time-management, project-management, and prioritization skills, with keen attention to detail and deadlines.
- Proficiency with Microsoft Office Suite and Salesforce.com.
WHAT WE OFFER:3 weeks of PTO, 13 company paid holidays, paid parental leave, and a flexible work environment. Medical, Dental, Vision, Life, Disability, and 401K plans begin the first of the month after 30 days of employment.
