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Total Expert

Customer engagement platform for financial institutions

Enterprise Account Executive

Account ExecutiveConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • At least 5 years of experience managing the sales cycle within enterprise accounts.
  • A consistent record of overachieving quota.
  • Knowledge of selling into financial services in the mortgage vertical within banking, credit union, or mortgage organizations.

Responsibilities

  • Hunt new-logo accounts among assigned national prospects.
  • Grow assigned customer accounts by selling new paid features and services.
  • Manage accounts throughout prospecting, acquisition, retention, and growth.
  • Manage complex sales cycles using internal and external resources as appropriate.
  • Manage an internal cross-functional team in support of the franchise.
  • Prepare and execute territory and account strategy.
  • Generate pipeline consistently and maintain CRM hygiene.
  • Travel 25% to visit customers and prospects and attend industry events.
  • Position the product advantageously to financial services organizations, including independent mortgage bankers, banks, and credit unions.

Desired Qualifications

  • Demonstrated ability to achieve fast starts.
  • Passion for building great products, innovation, and solving complex customer problems.
  • Ability to build relationships and collaborate at all levels of an organization.
  • Ability to work independently and as part of a team in a fast-paced, rapidly changing environment.
  • Ability to thrive in a late-startup culture with a growth mindset, resilience, adaptability, and curiosity.
  • Strong verbal and written communication skills.
  • Strong presentation skills.
  • Strong analytical and problem-solving skills.
  • Strong understanding of SaaS technology and a consultative sales approach.
  • Strong negotiation skills.
  • Understanding of SaaS and/or mortgage banking lending ecosystems.

About the Company

Total Expert

Customer engagement platform for financial institutions

Total Expert provides a customer engagement platform for financial institutions to guide customers through complex financial decisions by combining digital communications with human interactions. The platform builds dynamic, cross-channel profiles by continuously aggregating behavioral, demographic, and financial data, enabling highly personalized content and product offers delivered at the right moment. Unlike static CRMs, its profiles power targeted messaging and recommendations, leading to higher loan retention (over 60% vs. the industry 18%) and improved sales, marketing, and compliance productivity (around 20%). The platform is used by more than 200 financial institutions, and the goal is to help banks and lenders grow revenue, expand wallet share, and strengthen customer retention through personalized, data-driven engagement.

Company size
201-500
Company stage
Series C
Total funding
$75.3M
Headquarters
Saint Louis Park, Minnesota
Founded
2012

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