JOB SUMMARY: The Account Executive is responsible for driving revenue growth through new business development and managing existing client relationships. This role requires a consultative approach to sales, working closely with clients to understand their needs and deliver customized solutions. The successful candidate will be goal-oriented, relationship-focused, and capable of managing a full sales cycle from prospecting to closing.
JOB RESPONSIBILITIES: To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily, with or without reasonable accommodation:
- Generate leads through multiple channels including inbound inquiries, cold outreach, networking events, referrals, digital marketing campaigns, and industry conferences
- Maintain and strengthen relationships with existing clients through regular communication, needs assessment, and proactive account management to ensure retention and growth
- Develop presentation materials and deliver impactful demonstrations via webinar or in-person meetings, positioning our services as strategic solutions to client challenges
- Act as a trusted advisor to clients, analyzing their business needs and recommending tailored solutions that drive measurable results
- Research and identify key decision-makers within target organizations, developing comprehensive prospect profiles and engagement strategies
- Maintain accurate CRM records, track sales activities, and provide regular updates to management
- Stay informed about industry trends, competitive landscape, and client feedback
- Work closely with internal teams including marketing, operations, and customer success to ensure seamless client experiences
- Other duties as assigned
QUALIFICATIONS:
- High school diploma or equivalent required
- Demonstrated ability to thrive in fast-paced, dynamic environments with shifting priorities
- Exceptional verbal and written communication skills with the ability to present to C-level executives
- Strong interpersonal skills and collaborative team approach
- Meticulous attention to detail and organizational excellence Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Self-motivated with strong work ethic and results-oriented mindset
- Professional presentation skills and executive presence
- Experience with or willingness to learn AI tools and emerging technologies
PREFERRED QUALIFICATIONS:
- Bachelor’s degree
- 2+ years of proven B2B sales experience with track record of meeting/exceeding quotas
- Experience in mortgage lending, financial services, or related industry
- Knowledge of mortgage processing, underwriting, or compliance regulations
- CRM software experience
REMOTE WORK REQUIRMENTS:
- Experience with teleconferencing
- Access to a quiet workspace
- Smartphone/mobile device
- Stable, high-speed internet connection