Drive new-logo acquisition and account growth across enterprise financial services prospects. Manage complex sales cycles, territory and account strategies, pipeline generation, CRM hygiene, and cross-functional internal teams. Sell SaaS features and services to banks, credit unions, and mortgage organizations while managing accounts through prospecting, acquisition, retention, and expansion. Travel approximately 25% for customer visits and industry events.
Total Expert is the Customer Operating System for financial services. Our purpose-built platform combines a system of context with a system of action that enables humans and AI Assistants to engage in the moments that matter and earn customers for life. Since 2016 Total Expert has enabled more than seven trillion dollars of funded loan volume.
For candidates based in the Dallas, TX or Minneapolis, MN area, the position follows a hybrid schedule with 3 on-site days per week. This position would be remote for qualifying candidates residing outside of those areas.
What you’ll be doing:
- Hunt new logo accounts among assigned territory of national prospects.
- Grow assigned list of customer accounts with sell-in of new paid features and services.
- Manage the entire lifecycle of accounts from prospecting, acquisition, retention and growth
- Management of complex sales cycles utilizing internal and external resources as appropriate
- Management of an internal cross functional team to support the franchise
- Preparation and execution of territory and account strategy
- Consistent Pipeline Generation and CRM Hygiene
- Traveling (25%) to customer and prospect visits as well as industry events
- Positioning our product advantageously to Financial Services including Independent Mortgage Bankers, Banks and Credit Unions.
What we are looking for:
- Positive attitude, life-long learner with demonstrated ability of fast-starts.
- Passionate about building great products, innovation and solving complex customer problems
- Solid track record of building relationships and collaborating at all levels of the organization
- Be able to work independently and as part of a Team in a fast pace, rapidly changing environment
- Will thrive in late startup culture: Has a growth mindset, resilient, adaptable and curious
- 5+ years of experience managing the sales cycle within enterprise accounts
- Consistent overachievement of quota
- Knowledge of selling into financial services in the mortgage vertical within either banking, credit union, and mortgage organizations.
Preferred Qualifications:
- Strong verbal and written communication skills
- Strong presentation skills
- Strong analytical and problem-solving skills
- Strong understanding of SaaS technology with a consultative sales approach
- Strong negotiation skills
- Understanding of SaaS and/or mortgage banking lending ecosystems.
Compensation/Benefits: The anticipated base salary range for this role is $120,000 - $140,000 annually. Final total compensation offered is dependent upon the selected individual's qualifications and experience. The role is also eligible to receive commissions based on achievement of an assigned quota. As an employee of the company, you will be eligible to participate in the Employee Stock Option Plan. Total Expert offers a competitive range of benefits including Medical, Dental, Vision, HSA (Health Savings Account), FSA (Flexible Spending Accounts), company paid Life Insurance, Short-Term Disability, Long-Term Disability, Flexible Time-Off (FTO), Paid Parental Leave, and 401(k) with employer match.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
Equal opportunity
Total Expert is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by law. We welcome candidates from all backgrounds and evaluate everyone on the same criteria. If you need a reasonable accommodation during the application or interview process, please contact us.
Similar Jobs
Healthtech • Social Impact • Software
Own and grow enterprise physician partnerships across primary care groups, health systems, MSOs, and virtual care organizations. Prospect, manage quota-carrying sales cycles, develop account plans, activate referrals, expand accounts, and establish repeat referral workflows. Use CRM and healthcare data to prioritize opportunities, forecast performance, and improve adoption. Build relationships with clinicians, practice staff, and executives while collaborating cross-functionally on scalable sales and activation strategies.
Top Skills:
CRMEhrHealthcare Claims DataNpi DataPerformance DashboardsProvider DataReferral Data
Software
Manages the full enterprise sales cycle, including prospecting, discovery, demonstrations, proposals, negotiations, and closing. Develops sales strategies, maintains Salesforce pipeline records, and collaborates with internal teams. Builds strategic customer relationships through business reviews, regular check-ins, issue resolution, and account advocacy. Identifies expansion opportunities within existing accounts, manages upgrades using Salesforce CPQ, and supports business cases and revenue growth initiatives.
Top Skills:
SalesforceSalesforce Cpq
Artificial Intelligence • HR Tech • Information Technology • Software • Business Intelligence
Lead enterprise SaaS sales into K-12 school districts, regional education agencies, and state education departments. Build strategic account plans, advise education executives, orchestrate complex multi-stakeholder sales cycles, navigate public procurement and RFPs, and close large multi-year agreements. Manage cross-functional deal teams, maintain forecasts and pipeline discipline, and use MEDDPICC, Salesforce, Gong, and Clari to achieve ambitious ARR targets. The role is remote-oriented with 25%–40% travel for client meetings and conferences.
Top Skills:
ClariGongLinkedin Sales NavigatorQualtrics XmSalesforce
What you need to know about the Chicago Tech Scene
With vibrant neighborhoods, great food and more affordable housing than either coast, Chicago might be the most liveable major tech hub. It is the birthplace of modern commodities and futures trading, a national hub for logistics and commerce, and home to the American Medical Association and the American Bar Association. This diverse blend of industry influences has helped Chicago emerge as a major player in verticals like fintech, biotechnology, legal tech, e-commerce and logistics technology. It’s also a major hiring center for tech companies on both coasts.
Key Facts About Chicago Tech
- Number of Tech Workers: 245,800; 5.2% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: McDonald’s, John Deere, Boeing, Morningstar
- Key Industries: Artificial intelligence, biotechnology, fintech, software, logistics technology
- Funding Landscape: $2.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Pritzker Group Venture Capital, Arch Venture Partners, MATH Venture Partners, Jump Capital, Hyde Park Venture Partners
- Research Centers and Universities: Northwestern University, University of Chicago, University of Illinois Urbana-Champaign, Illinois Institute of Technology, Argonne National Laboratory, Fermi National Accelerator Laboratory
