Senior Sales Systems Lead

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

📋 Description

• Propel revenue expansion through strategic sales implementation.

• Lead the optimization, adoption, and continuous enhancement of sales systems, tools, CRM platforms, and workflows.

• Identify, initiate, and pursue new business opportunities and engage with key decision-makers.

• Evaluate potential clients against the company’s client criteria.

• Ensure the integrity of CRM data, adherence to reporting standards, and daily usage protocols.

• Assess pipeline performance, sales metrics, and system data in collaboration with Sales Leadership.

• Develop and sustain client relationships through both in-person and virtual interactions.

• Act as a subject matter expert on sales processes, workflows, and best practices for systems.

• Communicate with Sales Leadership regarding performance metrics, trends, system enhancements, and opportunities for improvement.

• Assist in the onboarding and training of sales personnel.

• Engage in industry events, trade shows, and sales conferences as necessary.

• Achieve or surpass individual, team, and departmental performance goals.

• Travel as required by client or company needs.

⛳️ Requirements

• High school diploma or its equivalent.

• Excellent oral and written communication abilities.

• Proficiency in computer use, Microsoft Office Suite, CRM systems, and mobile devices.

• Capacity to handle multiple tasks in a dynamic environment.

• Strong organizational capabilities.

• Advanced understanding of sales principles, methodologies, and service-oriented selling.

• Proven experience in utilizing CRM and sales systems effectively.

• Ability to analyze market intelligence, sales data, and system reports.

• Executive presence with the ability to influence senior decision-makers.

• Familiarity with the financial services and servicing industry.

• Proven skills in negotiation, closing deals, and managing relationships.

• Compliance with all federal and state regulations.

• Proficiency with Zoom, BombBomb, Bam!, and various CRM platforms.

• Preferred: Bachelor’s degree in business, finance, information systems, or a related field.

• Preferred: Over 5 years of sales experience, particularly in leadership or sales operations/systems roles.

• Preferred: 3 to 5 years of experience in Title Insurance or Settlement Services Sales.

• Title Marketing License or the capacity to qualify for and obtain a license through the Department of Insurance.

• Supervisory responsibilities included.

• Ability to travel based on client or company needs.

🏝️ Benefits

• Remote work opportunity in the field.

• Work schedule from Monday to Friday, 8:00 a.m. to 5:00 p.m.

• Opportunities for professional development through onboarding, training, industry events, trade shows, and sales conferences.