- Develop and execute account-based sales strategies tailored to mortgage lenders.
- Build and manage a healthy pipeline through outbound prospecting, inbound follow-up, and partner collaboration.
- Conduct discovery sessions and product demonstrations to close new business.
- Map platform solutions to measurable business value through consultative selling.
- Establish strong foundations with new customers to drive long-term expansion and retention.
- Maintain pipeline hygiene, forecasting accuracy, and performance tracking in Salesforce.
- Partner with marketing, product, and customer success teams to refine the customer experience.
Salesforce