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COMPANY OVERVIEW:

This is a trusted provider of verification/authentication, credit, risk mitigation, collection and dispute resolution services to the largest financial institutions in the US. Leveraging strong data and innovative technology, the company analyzes processes to help lenders improve operational efficiency and performance. 

POSITION OVERVIEW:

To establish and aggressively grow sales. It is the Director’s goal to launch and/or expand the company’s presence, volumes, financial growth and energy within assigned account(s). Salespeople are highly valued within this organization. Success will be defined by your ability to launch and expand the presence, volumes, financial growth and energy within assigned top US lenders.

REPSONSIBILITIES:

• Acquire a working understanding of our services to be able to relate them to our customer’s needs.
• Establish Goals and Marketing Plan for assigned account(s)
• Work Marketing Plan & Develop New Business

Prioritize, prepare, execute & follow-up to grow the business

• The majority of time should be spent on qualified, scheduled in person meetings & sales calls. 
• Establish and maintain positive business and customer relationships, act as a trusted business partner & problem solver.
• Learn all you can about your customer(s) and the goals of their organization. How can we help them achieve those goals? Explore their process to identify opportunities and match those with our various product and technology solutions.
• Consistently seek to meet new contacts, new departments.
• Prepare for success… pre-call plan for calls / meetings, both internal and external, and ask for feedback prior to executing.
• Follow-up quickly on customer’s requests and needs.
• Continually evaluate progress & assess priorities to make sure you’re always working on the right things to help us achieve our goals
• Office time should be used to prospect for new contacts, schedule meetings/calls, prepare for meetings/calls, update Salesforce, review customer volumes, etc.
• Utilize sales resources as appropriate – (e.g. Confluence, LinkedIn, LinkedIn Learning, LinkedIn Sales Navigator, Open Sesame, Salesforce, Tableau)

Support Existing Customers/Business

• Work with internal support resources (SAMs, Integrations, Marketing, Support, InfoSec, etc.) to give our customers the best possible service.
• Provide training to customers, continue to keep them abreast of enhancements and changes to our products and technology; ensure they understand how these will directly benefit them.
• Closely monitor customer volume by reviewing Tableau reports, seek to understand fluctuations and share observations with your customers and manager.
• Bring customer related problems or issues to the attention of management team
• Work in the spirit of open communication
• Communicate often and with everyone, it influences thinking, helps you learn, keeps others informed, and shows how much you care.
• Participate in all necessary conference calls and sales meetings, share successes, failures and ideas.
• Keep up on industry news and competition; share observations
• Include Managers in decision making
• Use Salesforce
• Salesforce is an important tool for our Team and for our work with our customers, it should be used daily to organize yourself and document your efforts with Customers. 
• Adhere to and be compliant, as applicable, with GLBA, FCRA, FCPA, CAN-SPAM, UDAAP, as well as all other federal, state and local laws, and company policies and procedures.

PREFERRED PROFILE:

• 5+ years of B2B selling, preferably in financial services at the SVP to C level. 
• 3+ years of experience in Risk, Fraud, Identity, Authentication, Credit, and/or Collections. Credit Card experience a plus.
• Strong network of ­financial institution contacts, preferably for the account(s) assigned to you.
• Possess excellent verbal and written communication skills.
• Strong initiative, ability to organize, and be self-disciplined & motivated.
• Present to the public in a professional demeanor.
• Familiarity with GLBA, FCRA, FCPA, CAN-SPAM, UDAAP, FDCPA and how they impact our customers and industry.
• Familiarity with Salesforce, Microsoft Office and Prezi helpful.
• Ability to travel to multiple locations throughout the US for face to face meetings as allowed by clients.

WHY JOIN THIS COMPANY:

• The company is collaborative and creative, rallying internal teams together around customers to design and deploy solutions that help customers do better business.
• They help customers Upward! through flexibility in solving problems powered by accurate credit and ID data.  
• They value open communication at all levels to ensure ideas are shared in all directions.
• They love candidates who bring their collaboration, creativity and caring to the team and to the customer – and who will take full responsibility and ownership for bringing each customer partnership Upward! to the next level of growth.

LOCATION: Remote

Job ID# 3020048

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