Drive new-logo acquisition and account growth across enterprise financial services prospects. Manage complex sales cycles, territory and account strategies, pipeline generation, CRM hygiene, and cross-functional internal teams. Sell SaaS features and services to banks, credit unions, and mortgage organizations while managing accounts through prospecting, acquisition, retention, and expansion. Travel approximately 25% for customer visits and industry events.
Total Expert is the Customer Operating System for financial services. Our purpose-built platform combines a system of context with a system of action that enables humans and AI Assistants to engage in the moments that matter and earn customers for life. Since 2016 Total Expert has enabled more than seven trillion dollars of funded loan volume.
For candidates based in the Dallas, TX or Minneapolis, MN area, the position follows a hybrid schedule with 3 on-site days per week. This position would be remote for qualifying candidates residing outside of those areas.
What you’ll be doing:
- Hunt new logo accounts among assigned territory of national prospects.
- Grow assigned list of customer accounts with sell-in of new paid features and services.
- Manage the entire lifecycle of accounts from prospecting, acquisition, retention and growth
- Management of complex sales cycles utilizing internal and external resources as appropriate
- Management of an internal cross functional team to support the franchise
- Preparation and execution of territory and account strategy
- Consistent Pipeline Generation and CRM Hygiene
- Traveling (25%) to customer and prospect visits as well as industry events
- Positioning our product advantageously to Financial Services including Independent Mortgage Bankers, Banks and Credit Unions.
What we are looking for:
- Positive attitude, life-long learner with demonstrated ability of fast-starts.
- Passionate about building great products, innovation and solving complex customer problems
- Solid track record of building relationships and collaborating at all levels of the organization
- Be able to work independently and as part of a Team in a fast pace, rapidly changing environment
- Will thrive in late startup culture: Has a growth mindset, resilient, adaptable and curious
- 5+ years of experience managing the sales cycle within enterprise accounts
- Consistent overachievement of quota
- Knowledge of selling into financial services in the mortgage vertical within either banking, credit union, and mortgage organizations.
Preferred Qualifications:
- Strong verbal and written communication skills
- Strong presentation skills
- Strong analytical and problem-solving skills
- Strong understanding of SaaS technology with a consultative sales approach
- Strong negotiation skills
- Understanding of SaaS and/or mortgage banking lending ecosystems.
Compensation/Benefits: The anticipated base salary range for this role is $120,000 - $140,000 annually. Final total compensation offered is dependent upon the selected individual's qualifications and experience. The role is also eligible to receive commissions based on achievement of an assigned quota. As an employee of the company, you will be eligible to participate in the Employee Stock Option Plan. Total Expert offers a competitive range of benefits including Medical, Dental, Vision, HSA (Health Savings Account), FSA (Flexible Spending Accounts), company paid Life Insurance, Short-Term Disability, Long-Term Disability, Flexible Time-Off (FTO), Paid Parental Leave, and 401(k) with employer match.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
Similar Jobs
Big Data • Cloud • Software • Generative AI • Big Data Analytics
Own a US enterprise sales territory focused on landing net-new logos among companies with 1,000–10,000 employees. Build outbound pipeline, run full-cycle deals, lead MEDDPICC-based discovery, collaborate with Solutions Architects on technical evaluations, and engage data and AI executives. The role also contributes customer insights to Product and Marketing, develops segment strategy and sales collateral, and helps build the growing enterprise sales team.
Top Skills:
AICollibraData ObservabilityDatabricksSnowflake
HR Tech • Information Technology • Professional Services • Sales • Software
Drive full-cycle enterprise sales across the Americas by prospecting, qualifying, negotiating, and closing complex B2B SaaS deals with organizations of 1,000+ employees. Build executive relationships, generate pipeline, conduct consultative discovery, partner with Sales Engineering, maintain Salesforce forecasting and data hygiene, and represent HiBob at industry events.
Top Skills:
HrisSaaSSalesforce
Cloud • Information Technology • Productivity • Software • Automation
Develop and execute enterprise sales strategies across the Northeast, focusing on new-logo acquisition and revenue growth. Prospect, qualify, cultivate, and close large technology deals while advising C-level, IT, and business stakeholders on Boomi’s platform. Manage the full sales cycle, collaborate with BDRs, channel partners, architects, and systems integrators, carry quota, build transformational account strategies, and participate in local field events.
Top Skills:
Boomi Enterprise PlatformClariData IntegrationMeddpiccSaaSSalesforce
What you need to know about the Seattle Tech Scene
Home to tech titans like Microsoft and Amazon, Seattle punches far above its weight in innovation. But its surrounding mountains, sprinkled with world-famous hiking trails and climbing routes, make the city a destination for outdoorsy types as well. Established as a logging town before shifting to shipbuilding and logistics, the Emerald City is now known for its contributions to aerospace, software, biotech and cloud computing. And its status as a thriving tech ecosystem is attracting out-of-town companies looking to establish new tech and engineering hubs.
Key Facts About Seattle Tech
- Number of Tech Workers: 287,000; 13% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Amazon, Microsoft, Meta, Google
- Key Industries: Artificial intelligence, cloud computing, software, biotechnology, game development
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Madrona, Fuse, Tola, Maveron
- Research Centers and Universities: University of Washington, Seattle University, Seattle Pacific University, Allen Institute for Brain Science, Bill & Melinda Gates Foundation, Seattle Children’s Research Institute
