Director, Financial Institution Sales
Job Description
Upgrade is a fintech company that provides affordable and responsible credit, mobile banking, and payment products to everyday consumers. We were the fastest growing company in the Americas last year according to the Financial Times and Upgrade Card was the fastest growing credit card in America. We have delivered over $21 billion in affordable and responsible credit over the last 5 years. The company is backed by some of the most prominent technology investors and was recently valued at $6.3B.
We have built an energizing, collaborative and inclusive culture where team members help each other, learn and innovate to move the company and its customers in the right direction, and own the outcome of their efforts.
Upgrade has been named a “Best Place to Work in the Bay Area” three years in a row, “Top Companies to work for in Arizona” and one of the "Best Engineering Department" awarded annually by Comparably. We've also received recognition for being a best company for Diversity, Women, Culture, and Veterans.
We are looking for new team members who get excited about designing and delivering new and better products to join a team of 1500 talented and dedicated professionals. Come join us if you like to tackle big problems and make a meaningful difference in people's lives.
About the Role:
We are looking for a Director of Financial Institution Sales to cover the Northeast (New Jersey, Connecticut, Rhode Island, Massachusetts, New York, Vermont, New Hampshire, West Virginia, Pennsylvania, Maryland, Delaware, Maine). The Director will be responsible for building the banking and credit union funding channel in their territory / selling Upgrade’s credit products including personal unsecured loans, card receivables, indirect auto, home improvement and potentially other consumer credit products to CLO/CFO/CEOs at depositories. This position reports to the VP, Head of Financial Institutions Group.
The role can be remote or hybrid with our San Francisco HQ.
What You’ll Do:
- Present Upgrade’s unsecured consumer loans and any subsequent products that Upgrade develops to banks and credit unions.
- Represent upgrade at regional conferences including speaking engagements to generate bank/credit union partnership leads
- Manage pipeline from lead generation to closing
- Work closely with onboarding and execution team to move partnership relationship forward, track success strategies in CRM
What We Look For:
- 7+ years of experience in bank sales at a software, financial technology, or asset management firm, whole loan sales/trading
- Extensive contact list of bank clients and credit unions in the region
- Advanced knowledge of consumer credit products and general investing markets
- Strong understanding of how banks/credit unions operate and their decision-making framework: risk returns, capital requirements, loss provisions, regulatory considerations, etc.
- Proven measurable success in growing sales pipeline
- Superior written and verbal communication skills
- Good judgment and excellent interpersonal skills
- Ability to operate in a fast-paced environment and recognize and focus on critical issues
- Salesforce specific CRM experience a plus
What We Offer You:
- Competitive salary and stock option plan
- 100% paid coverage of medical, dental and vision insurance
- Flexible PTO
- Opportunities for professional growth and development
- Paid parental leave
- Health & wellness initiatives
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Date Posted
07/28/2023
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10
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