Enterprise Account Executive
Total Expert
Enterprise Account Executive
Total Expert
Customer engagement platform for financial institutions
What you’ll be doing:
What we are looking for:
Preferred Qualifications:
Equal opportunity
Total Expert is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by law. We welcome candidates from all backgrounds and evaluate everyone on the same criteria. If you need a reasonable accommodation during the application or interview process, please contact us.
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.
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