As an Account Executive, you interact with both prospects and existing customers with an eye towards closing business and maximizing revenue. Currently the position is a mix of outbound and inbound activity with a ratio of 70/30. You will be working sales opportunities from cradle to grave. Ultimately, you will be responsible for growing your accounts and hitting your quota. Both a hunter and a farmer, you thrive on creating opportunities where everyone wins.
What you’ll be doing:
· Effectively sell to the customer’s needs through the use of solution selling to meet and exceed sales quota
· Building net new business through prospecting, relationship building, and follow through to close sales.
· Ultimately responsible for developing a 3x pipeline of quota through targeted sources:
o 1/3 of pipeline generated by Account Executive
o 1/3 of pipeline generated by SDR partner and marketing team
o 1/3 of pipeline generated by Partner Ecosystem
· Achieve monthly, quarterly, and annual sales objectives and sales quotas, while ensuring the optimum customer experience and satisfaction.
· Work within set key performance measurements defined by the management team and process sales transactions using internal provisioning systems and follow set processes and procedures.
· Responsible for additional job duties such as meeting outbound call and sales goals as assigned. This would involve follow up with prospects as well as upsells to existing customers.
· Ensure that best practices for key success drivers of results are followed, and continuously reviewed to identify opportunities for improvement to optimize results.
· Work with colleagues, immediate supervisors to ensure that proven sales techniques are followed and enhanced.
· Update forecast and opportunity details within CRM.
· Work within a collaborative team selling environment with a “rising tide lifts all boats” mentality
· Set-up and deliver sales presentations, product/service demonstrations, and other sales actions.
· Promote positive working relationships with all internal and external customers.
What we are looking for:
· Minimum 2+ years experience as an Account Executive with track record of overachieving quota
· SAAS Experience and/or experience selling into Fintech vertical as an Account Executive (Insurance, Banks, Credit Unions, Mortgage)
· Ability to develop a pipeline of 3x
· Drive Total Expert revenue growth
· Make a high volume of outbound sales calls, emails, LinkedIn connections and Field Event Connections with potential prospects
· Educate prospects and help define solutions for their needs
· Close deals with a sense of urgency
· Solid track record of building relationships and collaborating at all levels of the organization.
· Ability to work independently paired with a desire to learn and grow.
· Will thrive in high growth culture: Has a forward-thinking mindset, resilient, adaptable, and curious.
· Manage and upsell your clients over time
· Basic PC, MS Office, CRM, Windows, e-mail and typing skills are needed to perform daily work functions
· Excellent communication skills, both written and verbal
· Must be able to work efficiently through change and ability to multi-task.
· Ability to travel ~ 25%
· Experienced and comfortable in a fast-paced, high performance, start-up, open concept team environment.
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
\nCompany Mission & Vision:
Total Expert’s mission is to empower modern financial institutions to create trusted lifelong customer relationships. Our vision is to orchestrate the perfect customer journey across modern financial services by creating the leading purpose-built platform.
Total Wellness:
We believe that living a balanced life leads to more creativity and productivity. Total Expert offers the following benefits to support employees in their pursuit of Total Wellness.
Physical Wellness:
• Medical, Dental & Vision Coverage
• Prescription Drug Coverage
• Health Advocate Program
• Flexible Time Off Program
Financial Wellness:
• 401(k) Retirement Savings Plan & Matching Program
• Health Savings Account, Flexible Spending Accounts & Disability Protection
• Life & Voluntary Life Coverage
• Paid Parental Leave
• Pet Insurance
• Employee Referral Bonus
Our Commitment:
Total Expert is proud to be an equal opportunity employer. We believe that strength comes from diversity and we strive for a culture where every person’s voice, unique lived experience, and talents are embraced and celebrated. We are committed to attracting and hiring for diversity of all kinds, creating better opportunities for inclusion and belonging throughout our employee lifecycle, and establishing and/or refining our internal practices and procedures to ensure equity.
About Us:
Total Expert is a pre-IPO, series C, $50M (annual recurring revenue) fintech company. We are growing fast (between 30-40% annually), and as a CRM and marketing automation platform purpose-built for lenders and banks, we enjoy a tremendous product market fit for the world-class financial institutions we serve.
The Total Expert platform unifies data, marketing, sales, and compliance solutions to provide a cohesive experience across the customer lifecycle. We are determined to reimagine the way people and technology work together so that our customers build more meaningful, human connections with their customers.
Innovation Path:
With 1/3 of our annual budget committed to R&D, Total Expert is executing on a platform modernization journey, which has allowed us to focus on: team autonomy, continuous integration and deployment, and building the architectural foundation for the future. The results so far? 1) We moved from monthly deployment to multiple times per day, 2) our teams are empowered to make decisions and lead the architecture of their domain, and 3) we’ve built an event-sourced backbone as the foundation to build enterprise services with velocity.
Industry Leader:
Amidst business and integration growth, Total Expert continues to receive several awards and industry recognition. G2, the world’s leading business solutions review website, has identified Total Expert as a leader across four categories in the Summer 2022 reports. These rankings were achieved based on market presence and customer satisfaction of real users, which were then compared to similar products in each report category.
Along with this achievement, Total Expert recently has been recognized with the following awards and honors:
-Named to the 2022 Inc. 5000 Series: Midwest list for the third consecutive year
-Named a finalist in the "Best Consumer Digital Banking Solution Provider" category of the Banking Tech Awards USA
-Listed as an honoree for one of the most innovative technology companies in the housing economy on HousingWire’s 2022 Tech100 list for the fifth consecutive year
-Listed as number seven on the list of the 2022 Best Tech Startups in Minnesota
-Minneapolis St. Paul Business Journal’s Top Software Development Firms (#15)
-MarTech Breakthrough Award – CRM Innovation
-Inc. 5000 Regionals – Midwest (#56)
-Finalist for the NAFCU Innovation Awards
-Minneapolis St. Paul Business Journal Fast 50
-Deloitte Fast 500 (Rank #494)
-Star Tribune 2023 Top Workplace Award
Come Join Us:
We’re changing how financial institutions engage with consumers, and it starts with the people behind our platform. We’re seeking passionate individuals to grow with us as we continue to empower leading financial brands to form deeper customer relationships.