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Sales Director (Credit Union Lending Partnerships)

Remote:

Full Remote

Contract:

Full time

Experience:

Senior (5-10 years)

Work from:

United States

Offer summary

Qualifications:

7+ years of B2B FinTech sales experience, Experience in early stage rapid scale startups, Strong analytical thinking and strategic skills, Exceptional writing, presentation, and interpersonal skills, Familiarity with Credit Union financials is a plus.

Key responsabilities:

Acquire and develop customer relationships for tailored solutions
Meet and exceed sales targets through effective management
Prepare and deliver sales presentations addressing specific challenges
Collaborate on go-to-market strategies and optimize engagement
Manage and optimize Credit Union programs for specific KPIs

happy money Fintech: Finance + Technology SME https://happymoney.com/

201 - 500 Employees

See more happy money offers

Job description

ABOUT HAPPY MONEY

Happy Money is designing a happier way of lending that helps borrowers achieve their goals and helps credit unions achieve greater impact. Our mission comes to life through our platform, which enables happier lending at scale by connecting consumers with financial institutions that keep their best interests at heart. Through this model, we also bring credit unions access to technology solutions, high-performing assets, and national reach to accelerate their impact on communities and help increase their strength and resilience. Backed by leading investors, Happy Money has helped over 300,000 borrowers since its inception – working with community-focused lending partners to fund more than $6 billion in loans*. Visit happymoney.com to learn more. *As of March 31, 2024

ABOUT THE ROLE

The Director of Sales will drive revenue growth by acquiring and managing relationships with B2B customers, presenting tailored lending solutions, and meeting sales targets. This role will also collaborate with cross-functional teams to align go-to-market strategies, create impactful sales collateral, and optimize customer engagement. We’re looking for someone who has a proactive, solution-oriented mindset, with strong collaboration and communication skills and has a track record of driving results.

KEY RESPONSIBILITIES

Acquire and develop relationships with prospective and existing customers to understand their challenges and present our solutions to help satisfy customer needs

Meet and exceed sales targets by effectively managing sales activities and pipelines

Prepare and deliver compelling sales presentations to customers and prospects, demonstrating how our lending solutions can address their specific challenges

Identify and target potential customers, developing a pipeline of leads through networking, referral, and prospecting in Western territory

Collaborate on and execute a go-to-market strategy, ensuring alignment with all cross-functional, particularly product, sales, and finance

Deliver a value proposition that is unique, dependable, and important to our customers so that we can position our B2B brand with consistency and simplicity

Define the B2B buying journey, touch-points, and collateral that can impact sales cycle and sales effectiveness

Collaborate on product collateral such as thought leadership papers, event plans, Key-Note messaging, quarterly reviews, and annual customer engagement events

Collaborate with product leadership in developing and optimizing product features and pricing

Support the planning process for the launch of new products and releases and be a key stakeholder in the cross-functional implementation of the plan

Manage the building, scaling, and optimization of Credit Union programs for specific KPIs

ABOUT YOU

7+ years of sales in a B2B FinTech or the financial services industry

Experience in early stage and rapid scale startups

A strong strategic and analytical thinker with experience selling to C-Suite (CEO, CFO, CLO) employees of Financial Institutions (banks and credit unions)

Individualizes marketing strategy through understanding a multitude of buyer personas

Conceptualizes large impact projects and develops milestone-driven plans for execution

Exceptional writing, presentation, organization, and interpersonal skills

Vets and manages external vendors & agency partners

Collaborates with cross-functional teams and influences decision making across all levels of the organization

Develops and implements plans while continuously monitoring results and implementing continuous improvement methodologies

BONUS POINTS

Experience selling to Credit Unions

Understanding of Credit Union financials

BENEFITS

Generous medical, dental, and vision insurance options

401k Plan with a matching contribution

Generous PTO

Monthly Health and Wellness Days

12 Weeks Paid Parental Leave

Company-paid short & long term disability and life insurance

Happy Home Allowance to contribute to your home office workspace

Monthly tech stipend to help cover expenses for remote work

Happy Money is a 100% fully distributed workforce

Happy Money is committed to a diverse and inclusive workplace. Happy Money is an equal opportunity employer and does not discriminate based on race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation, please email peopleops@happymoney.com.