ConsumerDirect is seeking a highly motivated and experienced Account Executive to lead sales efforts in our Financial Services department. This individual will own their book of business, driving the full sales cycle-from prospecting and pitching to closing deals and managing post-sale relationships. We need a proactive self-starter with a hunter mentality, strong strategic thinking, and deep expertise in the product they will sell. The ideal candidate can work independently while collaborating effectively with cross-functional teams to drive success.
Key Responsibilities:
- Develop a strong pipeline of leads and servicers requiring real-time credit data access through industry networks, referrals, and strategic prospecting.
- Build and nurture long-term B2B client relationships, serving as the primary point of contact throughout the sales lifecycle-from initial outreach to contract negotiations and implementation.
- Own the full sales cycle-from prospecting to post-sale management-driving revenue growth, renewals by exceeding quotas, and provide a seamless onboarding and customer support experience.
- Educate clients on the benefits of real-time credit data access in risk management for lending decisions, pre-qualification, and marketing campaigns.
- Establish and maintain strategic partnerships with CRAs, credit bureaus, and third-party software companies to expand reselling opportunities.
- Stay updated on industry trends, competitors, and regulatory changes to position yourself as a subject matter expert.
- Identify new market opportunities, sales tactics, and partnerships to drive innovation and expand market reach.
- Collaborate with internal teams to refine offerings and improve product-market fit.
Qualifications
- Bachelor's degree preferred in Business, Finance, Marketing, Economics, or a related field (or equivalent experience). (Required)
- 5+ years of experience in B2B Sales preferably in the Financial Services industry, specifically Credit Reporting Agency (CRA) experience (highly preferred)
- Experienced with software such as Hubspot and LinkedIn Navigator
- Previous sales training (highly preferred)
- Proven track record of lead generation, prospecting, closing deals, and revenue generation.
- Ability to work autonomously as a self-starter, demonstrating initiative and creativity.
- Strong organizational skills with the ability to multitask and prioritize sales activities.
- Familiarity with credit bureaus, consumer data, and financial lending decision processes.
Why Join Us?
At ConsumerDirect, we value and invest in our team members. Here's what we offer:
- Open Time Off (AKA Unlimited PTO) with our open time off policy, allowing you the flexibility to recharge when you need it.
- 10 Paid Holidays throughout the year.
- Equity in the company, making you an owner and part of our shared success.
- 401(k) retirement plan to help you save for the future.
- Comprehensive medical, dental, and vision plans with PPO and HMO options, covering employees and their dependents.
- $20,000 company-sponsored life insurance and employer-sponsored long-term disability coverage.
- A $1,500 annual stipend for learning and development to support your professional growth.
- Free daily energy drinks, coffee, and snacks.
- Health and wellness benefits, including an LA Fitness membership.
"Consumer Direct embraces diversity, culture, and equal opportunity in a serious way. We are committed to promoting a workplace that represents a wide variety of, backgrounds, perspectives, skills and experiences."