Source Job

• Act as the first point of contact for inbound mortgage leads, answering initial questions and making clients feel supported.
• Work with a high volume of inbound applications to determine timeline and needs, supporting brokers to manage their time.
• Review applications for missing details, gathering necessary information and ensuring the file is "broker-ready" before handoff.

Wealthsimple is a financial company that aims to make financial freedom accessible to everyone regardless of age or net worth. They offer simple, smart investing, commission-free stock trading, and high-interest savings accounts.

Provide pre-sales support by cultivating new relationships via outbound sales. Engage and qualify all prospective customers as one of the first touch points. Educate and develop leads for the Director of Strategic Accounts team.

Kiavi is one of the nation’s largest private lenders to residential real estate investors (REIs).

• Achieve assigned sales targets and manage multiple accounts.
• Prospect within existing account territory to identify and qualify new opportunities.
• Consult with bank & credit union clients on business issues and marketing program design.

Vericast is the financial institution (FI) performance partner that helps banks and credit unions drive growth, improve efficiency, increase engagement and navigate change.

• Take scheduled sales calls to engage leads and qualify prospects.
• Perform brand analysis presentations to identify growth opportunities.
• Convert prospects into clients by presenting the value of our services.

GNO Partners helps Amazon FBA sellers in scaling their businesses by implementing their proven systems and strategies.

Provides high quality administrative support to Financial Advisors. Services a high volume of daily interactions with clients. Processes client financial transactions and expenses.

Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services.

Identify and engage prospective clients through warm calling, networking, or referrals. Build and maintain strong, long-lasting customer relationships to ensure high customer satisfaction. Understand customer needs and recommend appropriate services to guide decision-making.

Vanguard College Prep is a premier, results-driven education company serving high-achieving families across the country.

• Bring in new business by following up on appointments and outbound prospecting.
• Increase Experian revenue by closing deals with prospects in different industries.
• Consult with client decision makers to understand needs and present solutions.

Experian has evolved into a global tech company in data and analytics unlocking the power of data to transform lives and create opportunities.

• Develop and execute territory plans to meet sales goals and quotas.
• Manage the full sales cycle, from prospecting to closing.
• Build strong relationships with clients by understanding their needs and delivering solutions.

Daxko powers wellness to improve lives by helping health & wellness facilities operate efficiently and engage their members.

Handle inbound queries from potential customers via phone, email, and/or chat. Reach out to customers who have initiated an application, guiding them through the process and addressing their questions. Deliver a world-class customer experience.

Splash Financial is focused on building financial technologies that fundamentally transform how the industry lends since 2013.

• Managing outbound prospecting efforts through outreach sequences, calls (150+ daily), and emails.
• Qualifying a small portion of inbound leads generated by marketing campaigns and assessing fit.
• Scheduling and transitioning pitch calls for Account Executives.

SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions.

Generate revenue growth and manage client relationships in a named account environment. Develop alliances with senior client management, offering recommendations through sales presentations and proposals. Serve as a strategic partner and primary contact, helping clients use data, analytics, software, and tech solutions.

Experian is a global data and technology company, powering opportunities for people and businesses around the world.

• Identify, engage, and qualify potential customers through outbound and inbound channels.
• Create pipeline and drive conversations with high-intent prospects.
• Set high-quality meetings for the sales team.

We are a fast-growing business consulting company based in the US, helping small to midsize companies unlock their full potential.

Responsible for the preservation and expansion of our customer base within the ServiceNow ecosystem. Manage the entire sales cycle from finding a client to securing a deal. Unearth new sales opportunities through networking and turn them into long-term partnerships.

RapDev specializes in modern ITOM & DevOps ServiceNow delivery and implementations as well as integrations and services for Datadog.

• Acquire net-new Financial Services customers and expand GitLab’s presence across banking, insurance, payments, and fintech organizations.
• Build and lead complex sales cycles with C-level and senior technical buyers.
• Generate pipeline through targeted, high-quality prospecting.

GitLab is an open-core software company that develops the most comprehensive AI-powered DevSecOps Platform , used by more than 100,000 organizations.

• Outreach to investors via phone to discuss Property Leads value proposition and product offering; a minimum of 200 dials a day.
• Overcoming objections and negotiating solutions while building trust with investors to understand their needs.
• Meeting and exceeding required sales targets; responsible for the amount an investor deposits upon sign up.

Property Leads is a Pay-Per-Lead company that generates high-quality, inbound, motivated seller leads for real estate investors. They are a team of ambitious, results-driven individuals with bold goals for both their company and their personal growth, seeing themselves as a high-performance sports team, focused, competitive, and committed to winning.

• Oversee lead qualification-to-close processes from direct and affiliate marketing channels.
• Manage and grow the Client Development team, including business development reps qualifying leads and inside sellers quarterbacking close.
• Partner with the Wealth Advisory team to execute winning sales motions and introduce prospects to advisors.

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Their team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing their clients’ values, goals, motivations, and priorities at the heart of everything they do.

The Retail Account Executive will develop profitable, new business account relationships through merchant services and creates increased profitability from existing accounts. They will identify business opportunities based on knowledge of clients, markets, products, and services. They will also implement and maintain an effective referral network and call program to promote sales.

Elavon is wholly-owned by U.S. Bank, which just happens to be one of the world’s most ethical companies that helps its customers and communities thrive.

• Nurture customer relationships from existing and newly created public relations, investor relations and marketing agency accounts.
• Develop thorough knowledge of the industry, our products and services, as well as those of our competitors.
• Maintain accurate records of all sales activities, including sales calls, meetings, opportunities, emails, social outreach, in Salesforce CRM.

Business Wire, a Berkshire Hathaway company, is the global market leader in press release distribution and regulatory disclosure.

• Responsible for building New-Logo and Install Base sales pipeline by attracting and qualifying prospects.
• Generate leads and collaborate on targeted campaigns to build and increase the customer base.
• Offer a strategic approach to territory planning, account planning, account cohorting, and the pre-discovery stage.

PointClickCare is a leading health tech company that’s founder-led and privately held, empowering employees to push boundaries and shape the future of healthcare.

• Manage the entire sales cycle, from prospecting to closing.
• Build and nurture business relationships to generate new business.
• Capture and manage information/data/metrics in our Salesforce CRM system.

Bennie is an employee benefits broker and platform that helps companies create a healthier workplace.