Account Executive, NW Territory chez WATERCRESS FINANCIAL GROUP LLC

Description

This position is remote and supports aggressive growth within the Northwest territory (WA, OR, ID, MT, WY, AK, HI), using assigned target prospects. The Account Executive is responsible for signing up and activating key home improvement dealer relationships in the territory, including PE-owned or other roll-up scenarios, for our financing program by identifying, conducting outreach (phone calls, site visits, emails, SMS, etc.), education, and closing opportunities. This role focuses on developing and managing a target list in partnership with Marketing and Sales Operations to pursue and win these relationships within the assigned territory. When encountering large national relationships, often PE-backed or owned, the Account Executive will partner with a Senior Account Executive to win that business, as necessary. The ideal candidate must be extremely knowledgeable about our products, their functionality, financial and pricing tolerances, negotiation strategies, and follow the established sales process while utilizing our CRM system. They will demonstrate high levels of activity, partner with Marketing, Sales Operations, and Solutions Consulting to effectively win, and onboard new dealers seamlessly. The role partners with an aligned Account Manager to review pipeline, strategize on new and existing contractor relationships, execute contractor training, conduct relationship reviews, and deliver lending volume through increasing wallet share. Success is measured by the onboarding of qualified contractors, delivering on loan volume goals, effective execution of the sales process, and strong partnership with Account Management. They will collaborate effectively with the Account Manager to review dealer performance, develop wallet share growth strategies, execute weekly routines, and deliver effective Quarterly Business Reviews (QBRs).?  

RESPONSIBILITIES

• Develop and manage a target list of key dealer relationships in the Northwest territory, including PE-owned or roll-up scenarios, in partnership with Marketing and Sales Operations, to pursue and win these relationships. When encountering large national relationships, often PE-backed or owned, partner with a Senior Account Executive to win that business, as necessary.? 
• Source and engage key home improvement dealers based on loan origination goals within the Northwest territory (WA, OR, ID, MT, WY, AK, HI).? 
• Engage in diverse outreach activities to arrange meetings with key personnel at dealer offices and discuss consumer financing programs, with the objective of managing a prescribed sales process and diligently tracking it within the CRM system.? 
• Cultivate and strengthen relationships with key dealers to expand the loan origination portfolio. Collaborate closely with Watercress Account Management, Sales Operations, Solutions Consulting, and contractor support teams to boost new dealer loan origination volume and ensure seamless onboarding.? 
• Plan and attend regular meetings with prospective customers; participate in regional trade shows and conferences as required within the Northwest territory.? 
• Perform at the highest level in a supportive, limited direct supervision, fast-paced environment.? 
• Travel is essential to meet dealer and loan origination goals. Face-to-face meetings are crucial for closing deals effectively. Expect to travel approximately 30% to 35% of the time to achieve these objectives within the Northwest territory.? 
• Demonstrate extreme knowledge of products, how they work, financial/pricing tolerances, and negotiation tactics to effectively close deals.? 
• Partner effectively with Account Management to review pipeline, strategize on new and existing contractor relationships, execute contractor training, conduct relationship reviews, and deliver lending volume through increasing wallet share. Be highly data-driven, review dealer performance with Account Managers through weekly established routines and dealer Quarterly Business Reviews (QBRs). Success is based on the onboarding of qualified contractors, delivering on loan volume goals, and effective execution of sales process and partnership with Account Management.? 

Requirements

QUALIFICATIONS 

• Bachelor’s degree in business, Finance, Engineering, or a related field; advanced degree or relevant certifications (e.g., in project management or UX design) preferred.? 
• Minimum of 7 years of outstanding success in sales roles focused on channel partner development, preferably in financial services, home improvement, or related industries.? 
• Proven track record of relentless pursuit of new partner relationships and diligent follow-up with signed partners to strengthen relationships and drive ongoing program management.? 

KNOWLEDGE AND SKILLS 

• Brings maturity, savvy, and excellence in sales process, to effectively develop partnerships with target prospects that balance a competitive offer, with protecting the company’s margins, and with adherence to our risk tolerances.? 
• Confidence and strong self-assurance in calling on prospects and successfully completing the sales cycle.? 
• Advanced listening skills, leading to adaptive selling messages and techniques based upon input from prospects.? 
• Motivated, customer-focused, and sales-driven to surpass annual quotas based on lending volumes.? 
• Ability to monitor performance against goals and modify behavior as needed to achieve goals.  
• Team-oriented, collaborative, diplomatic, accountable, and flexible with a company-focused attitude.? 
• Ability to learn and leverage current and new technology; perform web-based training and demonstrations, presentations, and utilize sales tracking with platforms such as Salesforce and be proficient with various standard office technology (Microsoft suite, video conferencing, etc.).? 
• Outstanding communication, interpersonal, and customer service skills, with the ability to convey complex concepts clearly and convincingly, develop and sustain strong relationships with clients and team members, and deliver exceptional customer support, addressing needs and resolving issues efficiently.? 
• Highly data-driven approach to reviewing performance and delivering QBRs.?