Overview
Skills
Job Details
Role: Sales Director (Hunter)
Location: Dallas, TX (onsite)
Full Time
Key Responsibilities
Own and grow a portfolio of financial services and banking clients, with a focus on mortgage lending and servicing.
Serve as the strategic partner for C-suite and senior business/technology leaders, driving engagement and long-term relationships.
Identify client challenges and opportunities, and position our digital, AI, and automation solutions to create measurable business value.
Lead the account strategy and partner with delivery teams to ensure high client satisfaction and successful project outcomes.
Develop and execute account growth plans, including upsell, cross-sell, and new solution introductions.
Drive revenue growth and meet/exceed assigned sales and account targets.
Act as the voice of the customer internally to influence product roadmaps and service offerings.
Represent the company at industry events, conferences, and client meetings in Dallas and across the region.
Qualifications
10+ years of experience in client management, business development, or consulting roles within financial services / banking.
Strong background working with mortgage lenders, servicers, or related financial institutions.
Deep understanding of mortgage processes, technology platforms (e.g., Encompass, Empower, Loan Origination Systems), and digital transformation trends.
Proven ability to develop executive relationships and influence client decision-making.
Track record of meeting or exceeding sales/revenue targets.
Excellent communication, negotiation, and presentation skills.
Ability to thrive in a fast-paced, entrepreneurial environment.
Local to Dallas, TX with ability to travel regionally as required.