• Active prospecting of new customers within your local territory • Management of the sales pipeline and client visits • Consultative selling focused on customized solutions • Building and maintaining long-term relationships with B2B clients • Submission of reports and participation in commercial meetings with H2M

Job Description First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to meet the needs of savers, borrowers, and businesses in the 21st century. First American Bank can offer employees a level of visibility, career growth, and stability that is difficult to find in many larger corporations. The HELOC Wholesale Account Executive is responsible for managing and maintaining current mortgage broker business relationships and seeking new accounts through sales, marketing, and referrals within an assigned market. This position offers a base salary ranging from $75,000 to $80,000 per year. Additional compensation may be earned based on successful referrals for retail loans, such as Home Equity Lines of Credit and Home Equity Loans. HELOC Wholesale Account Executive is an officer-level position. DUTIES & RESPONSIBILITIES - Manage and maintain long-term partnerships with mortgage brokers, ensuring consistent communication, support, and strategic collaboration to drive business growth.. - Identify, cultivate, and expand new business opportunities through strategic sales initiatives, targeted marketing efforts, and strong referral networks, driving sustained growth and market presence. - Manage the broker review and new broker presentation process. - Educate brokers on our loan package submission procedures, underwriting process, loan programs, and compliance requirements. - Update brokers on changes to bank programs via e-mail, telephone, and in-person visits. - Resolve conflicts between brokers and the bank. - Material participation in industry organizations such as the Florida Association of Mortgage Brokers to ensure bank visibility within the mortgage broker community. - Coordinate and actively participate in a variety of after-hour events, fostering meaningful connections, enhancing brand presence, and strengthening professional relationships. - Responsible for supervision of sales support staff. - Conduct performance evaluations, coach sessions, train, and carry out progressive disciplinary action as needed. - Provide feedback to management regarding quality of service issues. - Develop, refine, and deliver comprehensive tracking reports for senior management, leveraging data-driven insights to support strategic decision-making and drive business performance. - Communicate with clients and bank staff via e-mail, telephone, mail, and in-person visits. - Attend functions at various broker locations. May require up to 75% local travel. - Conduct and complete additional assignments/projects as designated by management. QUALIFICATIONS - High school diploma or equivalent required. Associate or Bachelor’s degree preferred. - Minimum two years of experience in the field or related area. - Must be professional, comfortable speaking with external and internal contacts with a demonstrated ability to tailor the message appropriately to the audience and situation effectively. - Demonstrated ability to convey thoughts and ideas effectively and succinctly via written formats, including emails, letters, and electronic platforms. Maintain professional standards relating to spelling and grammar. - Maintain credibility through professional demeanor, appearance, and presence by modeling standards appropriate to our environment and industry. - Maintain good working relationships with internal partners by exhibiting exemplary interpersonal skills, adopting a constructive, solutions-focused approach. - Use sound professional judgment to balance the interests of the organization and customer, understanding and using available resources to mitigate risks. - Cold calling sales ability, with assertive, positive, and persistent style. - Proficiency with Microsoft 365 products and applications, including the ability to effectively prepare or review documents, procedures, and reports. - Exposure to on-line banking systems a plus. - Demonstrated ability to learn new systems and applications, as well as the ability to understand, adapt and adjust responsibilities/workflows as a result of system upgrades. - This position requires regular travel by car to various locations throughout the Florida market. - Occasional out-of-state travel may be required. - Scheduled hours are typically Monday through Friday 8:00am-5:00pm or 9:00am-6:00pm; Saturdays and after-hours as necessary.

• Partner with the Vice President of Sales to execute our new logo acquisition strategy, and translate company growth goals into clear team expectations. • Lead the Account Executive team with a clear focus on pipeline generation, funnel conversion, forecast accuracy, and quota attainment. • Establish and reinforce clear funnel conversion benchmarks (MQL → SAL → SQL → Closed Won). • Build a culture where pipeline is generated daily and managed proactively. • Own 3x+ pipeline coverage to support predictable attainment. • Ensure every MQL is dispositioned, every SAL is qualified, and no opportunity stalls. • Drive outbound rigor to ensure a minimum of 25% of pipeline is sales-generated. • Run weekly funnel inspections to identify breakdowns in lead quality vs. rep execution. • Maintain rigorous CRM hygiene — stages reflect reality, not optimism. • Conduct structured 1:1s focused on skill development, deal strategy, and performance improvement. • Lead live deal reviews and role-play sessions to strengthen discovery, objection handling, and closing execution. • Coach AEs on multi-threading, executive alignment, and competitive positioning. • Develop individualized performance improvement plans tied to measurable conversion and revenue metrics. • Identify team-wide skill gaps and build targeted training initiatives to close them. • Help reps understand their personal conversion metrics and where they need to improve. • Hire, develop, and retain high-performing Account Executives. • Proactively manage territory and capacity to maximize opportunity coverage. • Run structured weekly pipeline reviews centered on close plans, risk identification, and next-step clarity. • Maintain high forecast accuracy and commit integrity. • Replace “hope” with data-backed qualification standards. • Coach reps through stuck deals and competitive displacement scenarios. • Partner with RevOps to design dashboards tracking funnel performance and conversion trends. • Collaborate with Marketing to ensure strong MQL quality and fast feedback loops. • Reinforce alignment between inbound pipeline, outbound generation, and revenue outcomes. • Continuously refine messaging and positioning based on win/loss analysis.

Meet the Moment with Alteryx We're living through a once-in-a-generation shift in how work gets done. Data, automation, and AI are quickly becoming the center of every business decision - and Alteryx is leading the transformation. You'll be working on the challenges that sit at the heart of modern business. No matter your role, the work you do will help organizations move faster, see more clearly, and tackle questions that used to feel impossible. If you're ready to meet the moment with innovation, curiosity, and excellence, there's a place for you here. At Alteryx, our Account Executives, Strategic Accounts work with some of our largest customers & most recognizable global brands to drive analytic-lead digital transformation. To be successful, you will prospect, qualify, and close opportunities in both customer accounts and high-potential prospects. By engaging with C-suite and Executive level, you shall curate trusted advisor-level relationships & utilize these relationships to establish Alteryx as the preferred analytics platform and create new business opportunities. You will create deal strategies and orchestrate a wide deal team comprising of Alliances, Sales Engineering, Value Engineering, Customer Success and more to progress opportunities.​ Responsibilities:​ - Providing Account Leadership - Create & maintain actionable account plans to guide, develop strategies and identify new business opportunities. Collaborate with cross-functional experts internally, as well as GSI & Alliance partners externally, to best align with global customers and win new business opportunities​ - Driving Sales Strategy – Develop a deep understanding of the customer strategies, priorities, needs and organizational structure. Develop tailored account plans to ensure revenue target delivery and balanced growth. - Promoting a Customer Focus – Work to understands each account’s strategic growth plans, technology strategy and the competitive landscape. - Conducting Pipeline Planning - ability to manage & grow perpetual pipeline. You will collaborate with support organizations including marketing, alliance partners and channels​ - Demonstrating Alteryx & Analytic Proficiency – Be proficient in the Alteryx platform and product portfolio. Ability to effectively articulate the Alteryx value proposition. - Building Trust - Establish positive relationships based on knowledge of customer requirements and dedication to value (value of counsel and expertise, value of solutions, value of implementation expertise)​ Qualifications:​ - Minimum 10 years’ sales experience with enterprise software sales for a high-growth company​ - 5 years + experience selling to, and influencing, C-level executives (including CFO, CIO, CSO, CDAO & CDO) at Global 2000 companies on six-to-seven figure deal opportunities​ - Strong selling and presentation skills​ - Successful experience of working with and managing people across functions and geographies​ to a desired outcome - Ability to show knowledge and validate experience on Value Selling methodologies including incorporating Customer Success strategies that drive multiyear enterprise license partnerships Compensation: Alteryx is committed to fair, equitable, and transparent compensation. Final compensation will be determined by various factors such as your relevant work experience, education, certifications, skills, and geographic location. The salary range for this role in the USA $130,000-$170,000 (x2 OTE). In addition, you may be eligible for additional compensation. Employees may also be eligible for a wide range of other benefits, including medical, retirement, financial, wellness, time off, employee discounts, and others. #LI-JS1 #LI-REMOTE Find yourself checking a lot of these boxes but doubting whether you should apply? At Alteryx, we support a growth mindset for our associates through all stages of their careers. If you meet some of the requirements and you share our values, we encourage you to apply. As part of our ongoing commitment to a diverse, equitable, and inclusive workplace, we’re invested in building teams with a wide variety of backgrounds, identities, and experiences. Benefits & Perks: Alteryx has amazing benefits for all Associates which can be viewed here. For roles in San Francisco and Los Angeles: Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Alteryx will consider for employment qualified applicants with arrest and conviction records. This position involves access to software/technology that is subject to U.S. export controls. Any job offer made will be contingent upon the applicant’s capacity to serve in compliance with U.S. export controls.