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Account Executive - SaaS (Lending & Compliance)

Key Facts

Remote From: 
Full time
English

Other Skills

  • Virtual Collaboration
  • Accountability
  • Communication
  • Active Listening
  • Teamwork
  • Analytical Thinking
  • Relationship Building

Job description

 

Mission – Why We Need You

Founded in 1980, Continuous provides intelligent automation solutions with purpose-built integrations for financial institutions. We are banking experts, who make complex simple, and own our customers' outcomes. This reflects who we are, how we work, and the community we are building together. Be the driving force behind innovation - join us on our mission to shape the future as our Commercial Account Executive!

Objectives - The Problems You'll Solve

Reporting to our VP of Sales, Continuous Account Executives are the engine that drives revenue growth in the FI, Lending and Compliance market. As an Account Executive, you will be solely focused on driving sales by managing and growing new client relationships. This is a quota-carrying role responsible for the entire sales cycle from opportunity qualification to closing, including discovery, product pitch/ demo, proposal development, contract negotiation, and pipeline forecasting.

Continuous has committed significant time, resources, and product development to the Financial Services industry. The ideal candidate is eager to partner with Product, Marketing, SDRs and Pre-Sales to refine the way we deliver value to customers by improving the way we uncover pain, showcase the product and advance our offerings over time.

 

How You'll Get There

In your first 6 weeks, onboard, get up to speed, and complete our sales training program to demonstrate your knowledge of our product, customers, and the pain we help solve

  • Connect with members of our Sales, Marketing, Product, and Technology teams to understand our offerings and why our customers value them.
  • Learn our sales process, methodology and forecasting guidelines.
  • Get acquainted with our messaging and competitive positioning, including listening to call recordings, “riding along” with other AEs and leading mock calls.
  • Ramp up on our CRM, meeting cadence, and sales methodology; begin planning and reporting on progress within your book of business.
  • Speak with initial Sales Qualified Leads, execute top of funnel outreach and begin to develop early-stage pipeline.

 

In your first 3 months, take ownership of your territory, sales forecast, and book of business

  • Understand Continuous’ solutions offerings and competitive landscape, including the business problems we solve to deliver value and exceed customer expectations.
  • Prioritize your Banking vertical territory and collaborate with team members (Business Development Reps, Sales Engineer and Consulting) to uncover customer needs and optimize productivity.
  • Begin weekly reporting on your quarterly sales forecast and rolling pipeline
  • Own the sales process: discovery, demo, proposal development, negotiation and closing.
  • Establish a strong list of prospects and show a sales pipeline equal to 30-50% of quota.
  • Create a strategic plan of how to move prospects along in the sales funnel with specific steps aimed towards a goal of deal closure.
  • Assess the current status of our marketing and product positioning for the Banking vertical and present your findings to Leadership.

 

Within 6 months, fully ramp + regularly achieve/exceed your quota and help us continue to build a high-performing sales team inside of Continuous

  • Display mastery of our sales process and methodology, including a high accuracy quarterly forecast.
  • Show progress in your prospecting and opportunity creation efforts, including having a top 10 list of accounts, names of contacts, role and corresponding deal size. The expectation is to have your first deal closed in under 9 months.
  • Analyze performance metrics in your individual Sales Dashboard to ensure pipeline stage progression, improve deal velocity and increase win rates.
  • Review personal call recordings to streamline messaging and improve sales positioning.
  • Partner with our Consulting team to scope the work for new install and implementation.
  • Contribute to the continuous improvement of our team and playbook
  • Lead ongoing “post mortem” sessions with Product and Marketing on why we win/lose opportunities.

 

Competencies – What we’re looking for

Trusted advisor to customers and colleagues: You will establish domain expertise by learning our industry and conducting deep discovery calls; all while practicing solution/consultative selling techniques. Gain the trust of the customer by understanding/identifying their pain and leading them through their evaluation journey and beyond.

Sales closing skills: Despite utilizing a consultative sales approach, you also understand the need to move an opportunity forward. You can ask the right questions, listen for buying signals and asking for the sale. You will move on when prospects seem not ready to buy but will also stay on their radar for future business.

Banking Domain Expertise — You've worked in or deeply alongside financial institutions. You understand the loan lifecycle from application to close, know what HMDA and CRA compliance actually look like in practice, and can speak credibly with bankers about their real-world challenges. You don't need customers to translate their world for you — you already understand it. This is the foundation of your credibility and what makes your implementations land differently than those of a generalist consultant.

Customer-First Mindset – We’ll expect you to quickly ramp up and become a go-to resource on:

  • Our product, the pain it solves for our customers, and how we’re different than our competitors.
  • How to tailor your messaging to fit different personas and customer mindsets.
  • The state of our existing customer opportunities – renewals, upsells, and cross-sells.
  • How to identify customers in our “winning zone” – and quickly disqualify those that aren’t.

Strong CRM and Forecasting Discipline– You understand and respect the link between documenting your activity and the ability to analyze and forecast your book of business. Your CRM data reflects your activity and allows you to produce an accurate forecast on-demand.

A Great Teammate – You know you can’t do it by yourself. You’ll be an important conduit for feedback from our customers, and you can show us that you can not only listen to that feedback, but proactively share it with the other leaders on our team so we can build better products and sell + market them more effectively. You also lean in to help whenever you can – sales, marketing, product. You’re there to make the whole team better.

Accountable - You do what you say you will and aren’t afraid to own your mistakes. You take the lead but are willing to ask for help. You aren’t afraid to commit to deadlines and will go the extra mile to make sure you deliver on what you’ve signed up for.

 

What’s in it for you?

At Continuous we pride ourselves on ensuring that our employees are taken care of and that you have what you need to succeed in and out of work. In addition to competitive compensation we provide:

  • Medical HDHP, Dental and Vision insurance for you and your dependents which Continuous pays the full cost.      
  • Long-term Disability, Basic Life Insurance and AD&D for you which Continuous pays the full cost.
  • 401(k) Investment Plan with a match of 100% on the first 3% of your contributions and 50% on the following 4% of your contributions per paycheck. If you contribute 7%, you will receive the maximum company match of 5%. (Eligible on the 1st of the month after your first full month of employment).
  • Flexible PTO (like Unlimited Paid Time Off).
  • 13 paid company holidays (2 are Wellness Days)
  • Optional Short-term Disability, Dependent and Medical FSA’s, Supplemental Life Insurance Benefits are offered fully funded by the employee through payroll deduction.

 

 

Work Environment and Physical Requirements

This is a remote position performed primarily in a home office setting. The role is sedentary and involves prolonged use of a computer and digital collaboration tools.

Essential Physical Activities: - Sitting for extended periods - Frequent use of near vision for computer work - Speaking and hearing for virtual meetings - Occasional walking or standing during travel or events - Ability to lift up to 10 lbs occasionally (e.g., carrying a laptop or materials) - Travel: Up to 5%

 

EEO/AAP for Protected Veterans and Individuals with Disabilities

Unisoft International, Inc. dba Continuous is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws.

If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, contact 281-348-9606 or recruiting@smatechnologies.com for assistance.

Security Notice: Continuous will never ask for money, perform a money transfer, or use Bitcoin during hiring or onboarding. If someone claiming to represent us requests payment, it is a scam.

 

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