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Omatic delivers purpose-built application integration solutions for social-impact organizations
Account Executive
Location
United States
Posted
107 days ago
Salary
0
Seniority
Mid Level
No structured requirement data.
Job Description
Account Executive
Omatic
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Account Executive will report to the Director of Sales and will serve and grow a portfolio of cause-minded clients by championing Omatic’s suite of products and services. You will be responsible for building and cultivating a healthy pipeline of opportunities, forecasting results and meeting/exceeding sales targets. - Meet and/or exceed Omatic’s monthly, quarterly and annual sales targets - Maintain monthly sales forecast and accurately communicate progress to management - Build and maintain healthy pipeline coverage for sales quota targets - Conduct outbound prospecting campaigns for lead generation - Develop new client relationships within a defined market - Consult with customers on needs analysis and business objectives - Develop innovative proposals and deliver strategic sales presentations - Negotiate proposals and contracts through procurement cycles in a timely and professional manner - Utilize Salesforce CRM and other tech stack tools to track leads, opportunities, and sales activities - Deliver actionable, insightful recommendations to customers for Omatic’s products or services - Identify potential enhancements in products and services that positively impact our customers - Assist in resolving sales and/or delivery issues Qualifications - Experience with Nonprofit technology (Virtuous, Salesforce, Blackbaud, Wealth Engine) product suite preferred, particularly in a sales capacity - 1-2 years’ Sales Executive experience successfully managing a sales territory - 1-2 years’ SDR/BDR experience successfully achieving targets - Familiarity with the non-profit sector, including fundraising and development, financial management, multi-channel marketing and non-profit management - Excellent written and verbal communication skills, with the ability to articulate technical concepts, client needs assessments and business cases both internally and externally - Strong attention to detail with the ability to organize, manage and execute an annual sales plan - Superior time management skills with the ability to prioritize and execute multiple projects at the same time - Proficiency with the Microsoft Office Suite including Word, Excel and PowerPoint required - Bachelor’s Degree required
Job Requirements
- Experience with Nonprofit technology (Virtuous, Salesforce, Blackbaud, Wealth Engine) product suite preferred, particularly in a sales capacity
- 1-2 years’ Sales Executive experience successfully managing a sales territory
- 1-2 years’ SDR/BDR experience successfully achieving targets
- Familiarity with the non-profit sector, including fundraising and development, financial management, multi-channel marketing and non-profit management
- Excellent written and verbal communication skills, with the ability to articulate technical concepts, client needs assessments and business cases both internally and externally
- Strong attention to detail with the ability to organize, manage and execute an annual sales plan
- Superior time management skills with the ability to prioritize and execute multiple projects at the same time
- Proficiency with the Microsoft Office Suite including Word, Excel and PowerPoint required
- Bachelor’s Degree required
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Why Work for Quontic? Quontic Bank is a CDFI federally chartered digital community bank. We have a customer-centric culture built around helping our customers and giving back to local communities. We're making homeownership simpler, faster, and most importantly, more accessible for all communities across the United States. Who We are Quontic is the adaptive digital bank that empowers its customers financially while embracing their diverse circumstances. Quontic's mission to break the system for financial empowerment stands in the face of big banks and proves there is a better and more equitable way to put the customer first. We focus on truly understanding and serving the underdogs, entrepreneurs, gig-economy workers, immigrants, and more with a curated banking experience as opposed to a one-size-fits-all banking approach. What We Live By Whatever your role, we are bound by a spirit of collective commitment and excellence in all aspects of our work. As an employee of Quontic, the importance of your contributions cannot be overstated. You are an important part of our team! Your Primary Responsibilities Include: The Inside Wholesale Account Executive is responsible for developing and maintaining a loan sales pipeline by working directly with mortgage brokers in their network. Responsibilities - Build relationships with current and new mortgage brokers; Contact and solicit mortgage brokers and bankers regarding Quontic’s unique, highly competitive, niche, wholesale mortgage loan programs. - Facilitate broker and banker sign-ups into Quontic’s broker-wholesale lending program. - Proactively seek ways to develop and expand customer relationships in order to contribute to the company's success. - Maintain daily workflow prioritization and communication to ensure urgent matters are dealt with and closings occur in a timely manner. - Achieve sales and referral goals by developing customer rapport and collaborating with mortgage operations to ensure an exceptional customer experience. - Maintain sales contact database and send weekly correspondence on programs and procedures. - Revitalize dormant leads through strategic and persistent cold calling efforts, employing effective communication and relationship-building skills to understand client needs and rekindle interest, ultimately driving revenue growth and expanding the customer base. - Maintain regular communication with the brokers and inform brokers of changes and enhancements in processes and procedures. - Develop marketing ideas and plan for the continued increase in volume. - Analyze and prequalify applicants to determine the eligibility of the desired loan program. - Effectively explain and communicate the terms of the product to brokers and bankers. - Ensure the borrower signs all required documents. - Gather all initial documentation based on the selected loan program. - Perform special projects, and additional duties and responsibilities as required. The above is merely a description. Responsibilities and duties are not limited to the above. Quontic reserves the right to change job descriptions at any time.


