Identify and target key stakeholders to promote ServiceLink's products and services.
Assist Executive Officers in developing and presenting sales programs to prospective clients.
Consistently grow market share and revenue through acquisition and retention of client business.
ServiceLink is a mortgage services company that helps clients in the lending industry achieve strategic goals. It fosters a culture of empowerment and entrepreneurship.
Convert high-net-worth prospects into clients by showcasing the Fisher difference and evaluating their financial situations.
Engage in high-volume phone activity and virtual or in-person meetings to educate prospects on investment offerings.
Participate in ongoing training covering advanced phone sales techniques, finance, capital markets, and portfolio management.
Fisher Investments is a privately held, multi-billion-dollar global investment firm focused on wealth management. The company has an inclusive culture, offers comprehensive training, and is certified as a Great Place to Work.
Proactively engage RIA prospects through outbound calls, emails, and virtual meetings to generate qualified opportunities.
Support senior Business Development professionals by managing a territory, scheduling meetings, and preparing materials for advisor-facing conversations.
Build and maintain relationships with advisors and home office contacts through consistent, value-driven communication and pipeline management in Salesforce.
Vestmark is a leading provider of wealth management solutions and services, enabling financial advisors and institutions to manage and trade client portfolios via a SaaS ecosystem. The company oversees over $2 trillion in assets and 5+ million accounts, serving respected players across the wealth management industry with a culture of innovation and inclusion.
Oversee sales and account management for one of Experian's largest strategic clients in financial services, payments, and technology.
Maintain C-level relationships, understand client industries and markets, and deliver sales presentations for Experian solutions.
Must be located in TX, NY, NJ, PA, or DE; requires 8+ years of sales experience with complex solutions and executive-level engagement.
Experian is a global data and technology company that powers opportunities for people and businesses using data, analytics, and software. With 23,300 employees across 32 countries and a FTSE 100 listing, we foster a culture focused on DEI, work/life balance, and innovation, earning recognition as a top workplace globally.
Drive full-cycle enterprise sales of complex SaaS solutions into financial services and mortgage ecosystems, targeting senior decision-makers.
Develop and execute strategic sales plans to consistently achieve or exceed quota targets while expanding market adoption.
Lead cross-functional collaboration with marketing, sales engineering, and product teams to support enterprise deal execution.
This role is listed on behalf of a partner company that focuses on transforming how mortgage and lending institutions evaluate and onboard borrowers using AI-powered workflow automation. The company operates in a high-growth environment with a strong emphasis on ownership and professional growth, offering a remote-first culture and collaboration across distributed teams.
Develop and maintain a direct auto installment portfolio within an assigned region, driving loan sales and customer acquisition through direct solicitation and branch partnerships.
Market the Direct Auto Referral Program (DARP) by visiting dealers, executing local marketing strategies, and building long-term customer relationships.
Provide guidance to branches on DARP-related issues, complete timely reports, and maintain strong working relationships with headquarters and field management.
Mariner Finance has provided customers with creative, flexible, and convenient lending options since 1927. Headquartered in Baltimore with coast-to-coast physical locations in over half the states, we pride ourselves on superior customer service and a growing number of employees.
Own and execute enterprise sales strategy within a defined territory, managing complex deals with Fortune 5000 lenders.
Engage C-level executives and run full-cycle six-figure contracts using MEDDPICC framework.
Collaborate with internal teams to build deal-specific value propositions and serve as a trusted advisor on digital transformation.
Snapdocs is a Series D company automating the $14 trillion U.S. mortgage market by connecting lenders, settlement teams, and investors through workflow software and AI-driven automation. Backed by Sequoia, Y Combinator, and F-Prime, they power 20% of all real estate closings and are building a long-term team focused on solving real operational pain with empathy and rigor.
Drive revenue growth and manage Credit Union client relationships in a named account environment.
Build strategic partnerships with senior client management, offering data, analytics, and tech solutions.
Develop forecasts, advance pipeline, and identify new ways to grow the business.
Experian is a global data and technology company powering opportunities for people and businesses across financial services, healthcare, automotive, and more. We employ 25,200 people in 32 countries and have a people-first, inclusive, purpose-driven culture.
Drive go-to-market execution for professional services offerings, partnering with sales teams to scope and sell services across enterprise finance customers.
Support creation of scalable services packages, including time-and-materials and fixed-fee models, while collaborating on deal structure and business case development.
Act as a trusted advisor to internal stakeholders, tailoring services strategies to financial services clients and shaping competitive positioning.
Jobgether is an AI-powered job matching platform that connects candidates with hiring companies. They use technology to ensure fair and efficient application reviews and are a global enterprise technology organization.