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ConsumerDirect, Inc. · 3 hours ago

Sales Executive I

Irvine, CA

Full-time

Onsite

Mid Level

$65K/yr - $80K/yr

3+ years exp

ConsumerDirect, Inc. is transforming the way consumers control their credit, money, and privacy through innovative software solutions. The Sales Executive is responsible for generating new leads and attracting clients through various outreach methods, while collaborating with marketing and sales teams to refine strategies and manage client relationships.

FinanceFinancial ServicesInformation ServicesInformation TechnologySoftware

Growth Opportunities

Hiring Manager

Nikka B.

Responsibilities

Generate new leads and identify prospects via cold calling/emailing, email campaigns, LinkedIn, networking events, & tradeshows

Engage with leads virtually or in-person to understand their needs and demonstrate our products and services

Conduct product and services demonstrations as needed by creating elaborate presentations/sales pitches

Focus on outbound sales to fill the sales pipeline with new business opportunities

Maintain accurate records of interactions in the CRM system (e.g., HubSpot)

Collaborate with the marketing and sales teams to refine outreach strategies and messaging

Manage final contract negotiations, ensuring agreements are executed and compliant, and oversee the client journey

Qualification

Partnership sales experienceClient managementCRM proficiencyBusiness Administration degreeCoachableNetworking skillsSelf-motivatedResults-driven

Required

3+ Years of Partnership sales experience within the financial services, SaaS or related industry

Self-motivated, coachable, and results-driven

Able to network and build valuable long-standing relationships

MUST have a proven track record of successful sales and client management

Preferred

Bachelors in Business Admin or any related field or equivalent combination of education and experience

Benefits

Open Time Off Policy

Commissions paid monthly

Paid Parental Leave

Tuition Reimbursement

LA Fitness Membership

Monthly Catered Lunches

Employer Sponsored Life Insurance and Long-Term Disability

401K Savings

HMO/PPO/Vision/Dental Insurance Plans

Employee Stock Option Plan

Company

ConsumerDirect, Inc.

Since 2003, we have dedicated our talents toward building a leading-edge platform integrating consumers with their banks, creditors and other institutions so that they can communicate on a wide variety of topics.

Founded in 2003

Irvine, California, USA

51-200 employees