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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing the full sales cycle for strategic accounts, including prospecting, negotiation, and closing. Proficient in building relationships with key stakeholders in the mortgage and financial services sectors while effectively communicating ROI and business value.
Highest-signal resume keywords
End-To-End Sales Cycle ManagementComplex B2B Sales ExperienceROI Model DevelopmentStakeholder CoordinationEnterprise SaaS Sales Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
B2B SalesSales Cycle ManagementROI AnalysisData IntuitionBusiness Case Development
Soft Skills
Effective CommunicationCommercial JudgmentHigh OwnershipInitiativeRelationship Building
Industry Keywords
Mortgage LendingFinancial ServicesEnterprise SalesRegulated Industry ExperienceUsage-Based Products
About the role
Key responsibilities & impact- Own the full sales cycle for strategic accounts: prospecting, discovery, pilot, close, and expansion
- Build relationships with executives and other key stakeholders at large mortgage lenders and financial institutions
- Understand how prospective customers operate and identify where the product can have the largest impact
- Develop compelling business cases around revenue lift and ROI using real data from deployments and A/B tests
- Navigate complex enterprise sales processes involving business, technology, procurement, compliance, legal, and security teams
- Design pilots and evaluations that give customers a clear path from initial test to large-scale deployment
- Build and maintain a high-quality pipeline rather than relying exclusively on inbound demand
- Work closely with product and customer teams to bring market feedback into future product development
- Help develop sales playbooks, positioning, and operating standards as the team scales
- Help grow existing strategic accounts and land additional large mortgage lenders
- Prove ROI and build the business case for expansion into additional use cases and business units
Requirements
What you’ll need- A track record of successfully selling complex B2B products, ideally with large contract values and sophisticated enterprise customers
- Experience owning sales cycles end-to-end, from creating an opportunity through negotiation and close
- A clear, effective communicator with real polish; ability to build credibility with operators and executives
- Strong commercial judgment and ability to understand how a customer makes money, identify where the company creates value, and turn that into a compelling reason to buy
- Good data intuition; comfort assembling an ROI model and understanding what it is telling you
- Comfort navigating complex organizations and coordinating multiple stakeholders with different priorities
- High ownership and initiative; comfort operating without a fully developed playbook and figuring out what works
- Ability to thrive in a fast-moving environment where the product, market, and sales process are evolving quickly
- Nice-to-haves: experience selling enterprise SaaS, AI, or other technical products
- Nice-to-haves: experience selling usage-based products where expansion is how the money is made
- Nice-to-haves: history of closing large ACV deals
- Nice-to-haves: experience selling into mortgage, lending, banking, or another regulated financial services vertical
- Nice-to-haves: experience selling a product where proving ROI through a pilot or evaluation is an important part of the sales process
- Nice-to-haves: experience at an early-stage startup or helping build a sales motion from the ground up
Benefits
Comp & perks- Top-of-market medical, dental, and vision coverage for you and your dependents
- 401(k) with a top-of-market employer match
- Unlimited PTO
- Hybrid in-office schedule: four days a week together in SF, with a flexible remote day on Wednesdays