The Partner Success Specialist’s mission at Happy Money is to deliver meaningful value to our customers, drive mutual growth, and cultivate partnerships that naturally lead to advocacy and long-term success. This role assists with daily partner engagement, including communications, operational activities, and inquiry management of our financial partners. It is a 100% remote opportunity.
This role supports strategic initiatives and relationships within Multi-location practices (MLPs) in the Veterinary market to increase CareCredit usage and growth, cultivates and maintains relationships with key stakeholders, and coordinates with insurance partners and marketing teams to develop and execute insurance origination strategies.
We are seeking an exceptionally motivated Financial Services Growth Account Executive who thrives on uncovering opportunities, seeking out and solving client challenges creatively, and building lasting relationships that fuel account expansion. In this role, you will position CapTech for continued growth by combining delivery excellence with proactive business development.
The Account Executive will sell verification solutions to our mortgage clients. You will focus on securing new business for Experian by following up on appointments set by our Business Development Resources and also doing your own outbound prospecting. Your role is to increase Experian verifications revenue by managing, and closing opportunities with prospects in the housing industry that originate and service mortgage and home equity loans.