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crm salesforce b2b sales banking industry📋 Description
- Build banking/credit union funding channel in territory.
- Sell Upgrade unsecured loans and other consumer credit products.
- Represent Upgrade at regional conferences to generate leads.
- Manage pipeline from lead to close; track CRM.
- Collaborate with onboarding/execution to move partnerships forward.
🎯 Requirements
- 7+ years in bank sales at fintech/software/asset mgmt firms.
- Extensive regional bank and credit union client contacts.
- Advanced knowledge of consumer credit products and markets.
- Strong understanding of bank/credit union decision-making and regs.
- Proven track record growing sales pipeline.
- Excellent written and verbal communication skills.
- Salesforce CRM experience a plus.
🎁 Benefits
- Competitive salary and stock option plan.
- 100% paid medical, dental and vision insurance.
- Flexible PTO.
- Professional growth and development opportunities.
- Paid parental leave.
- Health and wellness initiatives.
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