- Hunt new-logo accounts among assigned national prospects.
- Grow assigned customer accounts by selling new paid features and services.
- Manage accounts through prospecting, acquisition, retention, and growth.
- Manage complex sales cycles using internal and external resources as appropriate.
- Manage an internal cross-functional team to support the franchise.
- Prepare and execute territory and account strategies.
- Generate pipeline consistently and maintain CRM hygiene.
- Travel 25% to customer and prospect visits and industry events.
- Position the product with financial services organizations, including independent mortgage bankers, banks, and credit unions.
NegotiationCRMSaaS