Account Development Rep

Job Mission

To build trust and drive meaningful connections with mortgage lenders by leveraging insights, strategic outreach, and data-driven engagement to expand CreditXpert’s platform adoption, helping lenders grow their business and make homeownership more accessible and affordable.

To generate new deal opportunities for the sales organization by leveraging insights, strategic outreach, and data-driven engagement to expand CreditXpert’s platform adoption, helping lenders grow their business and make homeownership more accessible and affordable.

What you will do | Most important responsibilities of this role

Engage Qualified Leads to Build Relationships – Engage in direct outreach to inbound and prospective leads, qualify opportunities, and schedule meetings with key executives to help grow CreditXpert’s presence within the mortgage lending industry.
Refine and Execute Outreach Strategies – Collaborate closely with Sales and Marketing teams to develop and improve outbound messaging and marketing assets that resonate with target audiences.
Build and Expand a Scalable Lead Pipeline – Establish and maintain a robust process to track, analyze, and refine lead pipelines through meticulous CRM management and metrics-driven optimization.

How you will do it | The ideal hire will…

Client Engagement: Proactively reach out to qualified leads, ask insightful questions to understand product usage barriers, and effectively communicate CreditXpert’s value proposition to decision-makers.
Collaboration with Sales and Marketing: Partner with cross-functional teams to refine call scripts, improve email outreach campaigns, and align on strategies for market messaging.
CRM Excellence: Leverage tools like HubSpot to document all touchpoints, enrich data, score leads, and provide detailed tracking that informs broader sales and marketing strategies.
Insight Gathering: Capture actionable insights during conversations with leads to inform product enhancements, marketing adjustments, and sales strategies.
Metrics-Driven Foundation: Set and measure key account development metrics, learning what it takes to build scalable revenue growth and consistently optimize for efficiency.

Essential Functions:

As the ADR, you will:
Qualifying in-bound leads and booking meetings with executives at mortgage lenders.
Work closely with Sales and Marketing to
Develop and refine outbound market messaging and executing on outreach programs.
Create and improve call scripts and outbound email marketing.
Establish key account development metrics that will help the company understand what it takes to grow revenue at scale.
Maintain and refine our CRM platform to track all activities, including but not limited to call efforts, data enrichment, segments and lead scoring.
Gather and capture insights through conversations with contacts.
Communicating the CreditXpert val-prop in a compelling manner.
Establish a strong process and metrics-driven foundation that will support a scaling function.

Requirements
Required Education and Experience

• Minimum 3 years’ experience in Sales, Inside Sales, Account Development or similar customer facing efforts, ideally at a SaaS or mortgage tech company

• Demonstrated track record of sales / account development success

• Excellent presentation and verbal communication skills

• Proven ability to thrive in a high call volume environment

• High level of comfort being on the phone

• Experience using a CRM

• High quality documentation skills for proper data mining in CRM

• Ability to segment and select target audiences.

• Must be Tech Savvy

• Highschool Diploma or equivalent

Preferred Experience

• SaaS experience strongly preferred, mortgage market experience a plus.

• HubSpot CRM experience, a plus

• Experience in a “start-up” like environment, a plus

Competencies, Criteria, and Attributes for Success

Job Specific Competencies:

• Professional, High-Level Communicator

• Rapport-builder

• Metrics-driven Problem Solver

• Keen Prospecting Skills

• Sense of Urgency

• Collaborative and flexible

• Organized and detail oriented

• Coachable

Core Competencies…AKA the X-Factor

We hire and retain Xceptional people to join our team, do you have the X-Factor?

Team Player – You are a joiner that is comfortable working outside of the boundaries of your job description to support the company and team.
Respected – You value integrity, display leadership qualities, and you are trusted to represent the brand well – internally and externally.
Judiciously Courageous – You are courageous enough to judiciously speak up.
Composed – You are composed, respectful, and calm. Valuing outcomes over output.
Accountable – You own your work, decisions, and the outcomes – good or bad.
No Ego – You are confident without having an ego. People say you are an active listener. You delegate where necessary, knowing that you can’t possibly know it all.
Builder Mindset – Has an open mindset. You’d consider yourself a strategic doer.
Focused – You easily differentiate between real problems and background noise.