Proactively engage in your assigned prospect list and help TG bring on new logo business
Generate new pipeline through multiple engagement channels (events, in market canvasing, networking, cold calling, and LinkedIn)
Multi-thread pipeline opportunities across targeted champions, stakeholders, and decision makers to build a robust buying committee across each engaged prospect
Uncover new and additional product opportunities
Identify and set up cross-sell and upsell opportunities into new product lines to expand account value
Drive profitable applicant referrals by clearly communicating underwriting guidelines and coverage levels
Forecast against quarterly goals and OKRs by generating significant pipeline opportunities
Partner with AMs to translate corporate-level program sales into executable rollout plans
Maintain accurate, timely records of all activity in HubSpot
Travel regularly (approx. one week per month) to meet with pipeline prospects

3-5 years of sales experience
Real estate, finance or software sales experience is a plus
Ability to manage an inbound lead pipeline and outbound lead gen
Experience with Hubspot or another sequencing/drip campaign tools preferred
Able to make a business case for using a financing product
Thrives in a quickly evolving environment
Able to manage multiple stakeholders to close deals
Self-starter interested in collaborating with VP to improve an existing process
Excellent organizational, interpersonal, quantitative, writing and communication skills; able to interface with Operations Executives, COO’s, and CFOs.

Account Executive

Key skills