Inside Sales Representative, SaaS & Mortgage
Overview
Own a territory of prospective mortgage and financial clients for ACES Quality Management, driving remote sales development to meet revenue targets. Work with a high-performing remote team and Salesforce CRM to research prospects, run outreach, and spark interest in product demos. Coordinate with business development directors and marketing to align campaigns and follow-ups. This role stands out for its blend of sales strategy, tech tools, and the chance to grow in FinTech.
What You'll Do9
- 1Manage assigned territory of prospective ACES clients, conducting remote outreach via phone, email, and LinkedIn to book demos and hit sales targets.
- 2Build target lists of banks, credit unions, mortgage lenders, and servicers using Salesforce CRM, tracking every prospect interaction.
- 3Coordinate with marketing on email campaigns, webinars, and conference follow-up to generate ACES demo interest.
- 4Align with business development directors on client needs and sales opportunities, tailoring outreach for each account.
- 5Engage quality control, risk, and lending executives at financial institutions to uncover pain points and pitch ACES Quality Control solutions.
- 6Develop professional relationships with prospects through consistent, high-touch communication.
- 7Support team sales efforts, including campaign follow-up, webinar outreach, and tradeshow lead nurturing.
- 8Document all activities, interactions, and opportunities in Salesforce CRM, keeping records current.
- 9Drive assigned territory revenue under the direction of the Inside Sales Manager and EVP of Sales.
Requirements10
- 12-4 years in inside sales, account development, or customer service, with exposure to territory sales preferred.
- 2Bachelor's degree in Business, Finance, or related field preferred, or equivalent work experience.
- 3Familiarity with Salesforce CRM or similar tools for tracking and pipeline management.
- 4Proficiency with Microsoft Office Suite.
- 5Strong verbal and written communication skills for phone, video, and email outreach.
- 6Developing relationship-building skills to engage clients and build rapport remotely.
- 7Ability to select and present relevant product info, with growing consulting skills.
- 8Organizational and time management skills to handle a portfolio of accounts.
- 9Self-motivated with a sense of urgency and accountability for sales targets.
- 10Knowledge of mortgage lending, quality control, FinTech, or SaaS environments is a plus.
Salary Insight
$70 - $80k per year
Location
Required Skills
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