POSITION OVERVIEW:The Sr. Account Executive is responsible for driving business growth by developing and maintaining strategic relationships with regional and national clients in finance, banking, and credit industries. You will focus on identifying consumer information needs for mortgage processing and ancillary services while expanding market presence through targeted prospecting and exceptional client relationship management.
RESPONSIBILITIES: - Prospect and develop new mortgage credit reporting business, dedicating 75%+ of time to new business development and 25% to cross-selling and retention activities
- Collaborate with National Account Manager teams to provide strategic customer support and ensure business retention
- Maintain comprehensive CRM records (Salesforce) of all activities, meeting minimum monthly requirements
- Prepare strategically for all client meetings and virtual presentations, ensuring professional delivery
- Conduct onsite client meetings with up to 50% travel requirements, including day and overnight trips
- Meet or exceed established sales goals and performance metrics as defined by leadership
- Identify customer needs and deliver compelling sales presentations that provide tailored solutions
- Maintain regular communication with Sales leadership regarding customer status, challenges, and opportunities
- Monitor industry trends within mortgage banking and identify potential prospects and market opportunities
- Provide strategic input and recommendations for new product and service development
- Support training initiatives for new account executives and assist with collaborative sales presentations
- Coordinate and participate in tradeshow activities, including overnight travel when required
- Actively participate in team meetings and conference calls to discuss product development, technology changes, and operational updates
- Manage existing client relationships through regular contact, identifying expansion opportunities and resolving issues efficiently
- Analyze and report on competitor activities, pricing strategies, and market positioning
- Maintain exceptional client relations through timely responses to communications and consistent deadline management
- Demonstrate organized work habits with punctual, well-prepared meeting attendance
- Develop and execute comprehensive marketing plans aligned with territory objectives
PREFERRED PROFILE: - 5-10 years of outside sales experience, preferably in banking, finance, or credit card vendor industries
- 5+ years of experience selling services, concepts, and ideas preferred
- Banking, finance, or credit card vendor industry experience highly beneficial for understanding consumer data applications and identifying unmet business need
- Availability for standard business hours (8am-5pm) plus after-hours networking events and extended hours as needed
- Strong initiative, self-motivation, and ability to organize and manage independent work
- Professional appearance with excellent oral and written communication skills and ability to discuss complex business issues
LOCATION: Remote in the TX (Ideally in DFW)
Job ID# 3621028
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