Director of Sales – Coastal

This is a fully remote position, open to applicants in California.

📋 Description

• Actively engage with your designated prospect list to assist TG in acquiring new logo business, guiding partners from Deal Close through Pilot to High-Growth and Stabilized partnerships.

• Create new pipeline opportunities through various engagement channels such as events, local canvassing, networking, cold calling, and LinkedIn.

• Develop multi-threaded pipeline opportunities among targeted champions, stakeholders, and decision makers to establish a strong buying committee for each engaged prospect.

• Identify new and additional product opportunities by employing a consultative approach to assess a company's needs and objectives.

• Recognize and establish cross-sell and upsell opportunities into new product lines to enhance account value.

• Promote profitable applicant referrals by effectively communicating underwriting guidelines and coverage levels.

• Project against quarterly goals and OKRs by creating significant pipeline opportunities.

• Collaborate with Account Managers to convert corporate-level program sales into actionable rollout plans.

• Keep precise and timely records of all activities in HubSpot.

• Travel frequently (approximately one week per month) to meet with pipeline prospects.

⛳️ Requirements

• Over 7 years of sales experience.

• Experience in real estate, finance, or software sales is advantageous.

• Proficiency in managing an inbound lead pipeline and generating outbound leads.

• Familiarity with HubSpot or other sequencing/drip campaign tools is preferred.

• Capable of justifying the use of a financing product.

• Thrives in a rapidly changing environment.

• Able to manage multiple stakeholders to finalize deals.

• Actively prospected the west coast market and nurtured potential partners through various engagement stages, transitioning them from Pilot to High Growth and then to Stabilized partnerships.

• Discovered new and additional product opportunities through a consultative approach to evaluating a company's needs and objectives.

• Regularly presented and interpreted performance data to prospects as necessary to support your goals.

• Cultivated prospects that yielded profitable applicant referrals through a clear explanation of underwriting limits and thorough coverage levels.

• Monitored individual and account metrics/performance to forecast against quarterly goals and OKRs.

• Tracked data and conversion rates to identify trends by program, market, portfolio, etc.

• Coordinated with Account Managers to convert corporate-level program plans into executable and measurable shared rollout plans.

• Exceptional organizational, interpersonal, quantitative, writing, and communication skills; capable of interfacing with Operations Executives, COOs, and CFOs.

• Self-motivated individual interested in collaborating with the VP to enhance existing processes.

• Proficient in Google Suite and Microsoft Office.

• Travel regularly (approximately one week each month) to meet current partners.

🏝️ Benefits

• Medical, dental, & vision insurance, effective from day one.

• Health savings account with employer contributions.

• Flexible spending accounts (for healthcare, dependent care, and commuting).

• 401(k) plan.

• Generous paid time off (PTO) and paid holidays.

• In-office lunch provided.

• Flexible working hours.

• Paid parental leave.

• Company-sponsored short and long-term disability insurance.