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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in outside sales within the banking and finance sectors, with a strong focus on business development, client relationship management, and strategic communication. Proficient in utilizing CRM tools like Salesforce to track sales activities and performance metrics while maintaining exceptional client relations.
Highest-signal resume keywords
Outside Sales ExperienceClient Relationship ManagementSalesforce ProficiencyBusiness DevelopmentBanking Industry Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales PresentationsMarket AnalysisSales Goal AchievementMarketing Plan DevelopmentCustomer Needs Identification
Soft Skills
Excellent Communication SkillsSelf-MotivationOrganizational SkillsProfessional AppearanceTeam Collaboration
Tools & Technologies
SalesforceAI ToolsEmerging Technologies
Industry Keywords
Mortgage BankingCredit ReportingConsumer Data ApplicationsBanking IndustryFinance Industry
About the role
Key responsibilities & impact- Prospect and develop new mortgage credit reporting business, dedicating 75%+ of time to new business development and 25% to cross-selling and retention activities
- Collaborate with National Account Manager teams to provide strategic customer support and ensure business retention
- Maintain comprehensive CRM records (Salesforce) of all activities, meeting minimum monthly requirements
- Prepare strategically for all client meetings and virtual presentations, ensuring professional delivery
- Conduct onsite client meetings with up to 50% travel requirements, including day and overnight trips
- Meet or exceed established sales goals and performance metrics as defined by leadership
- Identify customer needs and deliver compelling sales presentations that provide tailored solutions
- Maintain regular communication with Sales leadership regarding customer status, challenges, and opportunities
- Monitor industry trends within mortgage banking and identify potential prospects and market opportunities
- Provide strategic input and recommendations for new product and service development
- Support training initiatives for new account executives and assist with collaborative sales presentations
- Coordinate and participate in tradeshow activities, including overnight travel when required
- Actively participate in team meetings and conference calls to discuss product development, technology changes, and operational updates
- Manage existing client relationships through regular contact, identifying expansion opportunities and resolving issues efficiently
- Analyze and report on competitor activities, pricing strategies, and market positioning
- Maintain exceptional client relations through timely responses to communications and consistent deadline management
- Demonstrate organized work habits with punctual, well-prepared meeting attendance
- Develop and execute comprehensive marketing plans aligned with territory objectives
- Other duties as assigned
Requirements
What you’ll need- High school diploma or equivalent required
- 5-10 years of outside sales experience, preferably in banking, finance, or credit card vendor industries
- 5+ years of experience selling services, concepts, and ideas preferred
- Banking, finance, or credit card vendor industry experience highly beneficial for understanding consumer data applications and identifying unmet business needs
- Availability for standard business hours (8am-5pm) plus after-hours networking events and extended hours as needed
- Strong initiative, self-motivation, and ability to organize and manage independent work
- Professional appearance with excellent oral and written communication skills and ability to discuss complex business issues
- Reliable transportation for regional sales calls and ability to travel to other markets as required
- Experience with or willingness to learn AI tools and emerging technologies.
Benefits
Comp & perks- 🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Dayforce Website LinkedIn All Job Openings 5001 - 10000 employees ☁️ SaaS 👥 HR Tech 🤝 B2B 💰 $1G Post-IPO Debt - Dayforce on 2024-03 SaaS
- HR Tech
- B2B Dayforce is a cloud-based human capital management (HCM) platform that provides integrated payroll, HR, workforce management, and talent management solutions. It is delivered as a software-as-a-service (SaaS) product aimed at employers and HR teams to streamline payroll processing, scheduling, time and attendance, benefits administration, and employee lifecycle management. Dayforce is commonly used by mid-market and enterprise organizations for unified workforce and payroll operations. Senior Account Executive 🔥 14 minutes ago 🔔 Pennsylvania – Remote 💵 $115k - $125k / year ⏰ Full Time 🟠 Senior 🧑💼 Account Executive Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
- Prospect and develop new mortgage credit reporting business, dedicating 75%+ of time to new business development and 25% to cross-selling and retention activities
- Collaborate with National Account Manager teams to provide strategic customer support and ensure business retention
- Maintain comprehensive CRM records (Salesforce) of all activities, meeting minimum monthly requirements
- Prepare strategically for all client meetings and virtual presentations, ensuring professional delivery
- Conduct onsite client meetings with up to 50% travel requirements, including day and overnight trips
- Meet or exceed established sales goals and performance metrics as defined by leadership
- Identify customer needs and deliver compelling sales presentations that provide tailored solutions
- Maintain regular communication with Sales leadership regarding customer status, challenges, and opportunities
- Monitor industry trends within mortgage banking and identify potential prospects and market opportunities
- Provide strategic input and recommendations for new product and service development
- Support training initiatives for new account executives and assist with collaborative sales presentations
- Coordinate and participate in tradeshow activities, including overnight travel when required
- Actively participate in team meetings and conference calls to discuss product development, technology changes, and operational updates
- Manage existing client relationships through regular contact, identifying expansion opportunities and resolving issues efficiently
- Analyze and report on competitor activities, pricing strategies, and market positioning
- Maintain exceptional client relations through timely responses to communications and consistent deadline management
- Demonstrate organized work habits with punctual, well-prepared meeting attendance
- Develop and execute comprehensive marketing plans aligned with territory objectives
- Other duties as assigned 🎯 Requirements
- High school diploma or equivalent required
- 5-10 years of outside sales experience, preferably in banking, finance, or credit card vendor industries
- 5+ years of experience selling services, concepts, and ideas preferred
- Banking, finance, or credit card vendor industry experience highly beneficial for understanding consumer data applications and identifying unmet business needs
- Availability for standard business hours (8am-5pm) plus after-hours networking events and extended hours as needed
- Strong initiative, self-motivation, and ability to organize and manage independent work
- Professional appearance with excellent oral and written communication skills and ability to discuss complex business issues
- Reliable transportation for regional sales calls and ability to travel to other markets as required
- Experience with or willingness to learn AI tools and emerging technologies. Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Account Executive, Growth Team 🔥 15 minutes ago RXNT 51 - 200 🏥 Healthcare ☁️ SaaS 🤝 B2B Website LinkedIn All Job Openings Account Executive driving revenue growth within RXNT's small-practice segment. Collaborating with partners to manage sales opportunities effectively. 🇺🇸 United States – Remote 💵 $55k - $150k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 🧑💼 Account Executive Outside Sales Representative 🔥 22 minutes ago Mercadona 10,000+ employees 🛒 Retail 🍽️ Food & Beverage Website LinkedIn All Job Openings Account Manager at Georgia-Pacific driving sales and offering tailored solutions in the Richmond area. Role involves building relationships and managing customer projects. 🇺🇸 United States – Remote 💵 $95k - $120k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 🧑💼 Account Executive Medical Sales Rep, Georgia/Alabama Territory 🔥 27 minutes ago Pisces Healthcare Solutions 51 - 200 🏥 Healthcare 🏭 Manufacturing 🤝 B2B Website LinkedIn All Job Openings Solutions Consultant at Pisces Healthcare, focusing on sales to VA medical centers and rehabilitation institutions. Building relationships and educating stakeholders while managing a designated territory. 🇺🇸 United States – Remote 💵 $75k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 🧑💼 Account Executive Account Executive – AI and Automation 🔥 31 minutes ago Quandary Consulting Group 11 - 50 🏗️ Construction 🏥 Healthcare 📦 Logistics Website LinkedIn All Job Openings Account Executive focused on driving net-new growth for Quandary in AI and automation. Responsible for full-cycle sales and identifying opportunities with companies modernizing their operations. 🇺🇸 United States – Remote 💵 $80k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 🧑💼 Account Executive Public Sector Account Executive 🔥 35 minutes ago Netcraft 201 - 500 🔒 Cybersecurity ☁️ SaaS Website LinkedIn All Job Openings Public Sector Account Executive expanding Netcraft’s footprint across federal, state, and local government agencies. Partnering with sales and marketing to promote cybersecurity detection and disruption. 🇺🇸 United States – Remote 💰 $100M Private Equity Round - Netcraft on 2023-07 ⏰ Full Time 🟡 Mid-level 🟠 Senior 🧑💼 Account Executive View More Account Executive Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Is Remote Rocketship legit? Privacy policy Terms of service Job board SEO course OpenClaw job finder Find jobs using your resume Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs
