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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in defining and executing technology sales strategies within the financial services and mortgage sectors, while leading high-performing sales teams and fostering strategic relationships with C-level executives. Proven ability to drive revenue growth through effective sales forecasting, pipeline development, and cross-functional collaboration.
Highest-signal resume keywords
Technology Sales StrategyExecutive LeadershipSalesforce CRMStrategic Relationship ManagementConsultative Selling
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Technology SalesSales ForecastingPipeline DevelopmentNegotiation SkillsComplex Sales Cycle Management
Soft Skills
Executive PresenceCommunication SkillsInfluencing SkillsStrategic ThinkingCustomer-Centricity
Tools & Technologies
CRM Platforms
Certifications & Qualifications
Bachelor’s DegreeMBA or Equivalent Advanced Degree
Industry Keywords
Financial ServicesMortgage IndustryMarket TrendsThought LeadershipCross-Functional Collaboration
About the role
Key responsibilities & impact- Define and execute the national technology sales strategy to drive revenue growth and market share across financial services and mortgage verticals.
- Lead, coach, and scale a high-performing sales organization, including regional leaders and enterprise account executives.
- Build and maintain strategic relationships with C-level executives and key decision-makers at client organizations.
- Collaborate with Product, Marketing, and Client Success teams to align go-to-market strategies and ensure seamless solution delivery.
- Oversee sales forecasting, pipeline development, and performance metrics to ensure consistent achievement of sales targets.
- Represent the company at industry events, conferences, and executive forums to enhance brand visibility and thought leadership.
- Monitor market trends, competitive landscape, and emerging technologies to inform strategic planning and innovation.
- Champion a culture of accountability, continuous improvement, and customer-centricity across the sales organization.
Requirements
What you’ll need- Bachelor’s Degree from a four (4) year college or university required; MBA or equivalent advanced degree preferred.
- Minimum of 15 years of progressive experience in technology sales, including 5+ years in a senior executive leadership role within the financial services or mortgage industry.
- Exceptional executive presence and communication skills with the ability to influence at all levels.
- Proven success in leading national or enterprise-level technology sales teams.
- Strong strategic thinking, negotiation, and consultative selling skills.
- Experience with CRM platforms such as Salesforce.
- Ability to manage complex sales cycles and drive cross-functional collaboration.
- Willingness to travel up to 40% for client meetings, conferences, and industry events.
Benefits
Comp & perks- Equal Employment Opportunity
- Americans with Disabilities Act
