Now Hiring - Director, Business Development, Lender Services; Client Growth and Expansion in Rancho Cordova, CA

We are CREtelligent.

What happens when you combine comprehensive commercial property data sources, predictive analytics, in-house Commercial Real Estate (CRE) experts, cutting-edge CRE due diligence technology, and a talented, motivated, humble team ready to modernize and disrupt a multi-trillion-dollar industry? Put simply, you get CREtelligent - Commercial Real Estate Due Diligence.

We are innovators.

With a wide range of innovative end-to-end commercial due diligence solutions, we are revolutionizing commercial real estate due diligence for the Financial and Corporate real estate industries. Our CRE PropTech solutions and services enable our clients to improve pull-through rates, collapse transaction cycle time, mitigate risk, and improve their customers experience throughout the commercial loan underwriting, or due diligence process.

Who Were Looking For

As the Director of Business Development, Lender Services; Client Growth and Expansion,you will lead our company's efforts in building long-term relationships with our existing portfolio of lender/banking clients and drive revenue growth through wallet share expansion. In this role, you will drive and achieve sales goals by analyzing the existing book of CREtelligent Lender clients, building and developing relationships with key existing clients, understanding bank policy and workflow processes, detailing account opportunities and executing a plan to grow current account orders and expand account product usage. You will further support account expansion and the client experience through education and usage of CREtelligents RADIUS platform. This position will work in close partnership with the CEO, Lending National Account Director, Marketing, and Lending Client Success Managers.

How You'll Make An Impact:

• Develop and execute strategies for client growth and wallet share expansion, including client retention, cross-selling, and upselling initiatives for our existing portfolio of lender customers.
• Lead the development and implementation of client engagement programs and communication plans to drive client satisfaction and loyalty.
• Work closely with executive leadership and our marketing team to identify opportunities for wallet share expansion and develop targeted campaigns to increase revenue.
• Collaborate with product and service teams to ensure that client needs are met and that new products and services align with client needs.
• Analyze data and metrics to measure the success of client growth and wallet share expansion initiatives and make data-driven decisions to optimize results.
• Build and maintain strong relationships with key clients and stakeholders, and act as a trusted advisor to clients to help them achieve their business objectives through the consultative selling process.
• Account Growth & Expansion: Understand the strategic market direction and needs of CRE Lending clients and expand existing accounts by selling within multi-layer and often complex financial institutions. Own the account development process, and in doing so, interact cross-functionally to identify and develop all potential revenue opportunities within the account.
• New Market Opportunity Development: Based on existing CRE relationships and market knowledge, identifies new ways in which business opportunities can be developed using platform, products and services. Utilize developed networks to provide forums for information exchange to uncover new business opportunities.
• Communicates with customers and leads to identify and understand their product or service needs; identifies and suggests products and services to meet those needs.
• Demonstrates the functions and utility of products or services to customers based on their needs.
• Ensures ongoing customer satisfaction through a coordinated partnership with Client Success Managers (CSM) to support ongoing communication and relationship management and resolving any issues that may arise post-sale.
• Maintains communication with existing and previous customers, alerting them of new products, services, and enhancements that may be of interest.
• Maintains detailed accounting of sales and pipeline management activities including calls, orders, sales, new opportunities, lost business, and any customer or vendor relationship problems in companys CRM tool.
• Provides territory sales forecasts, identifying and executing on areas of opportunity to grow the business.

Qualifications:

• A solid team player who plays for the team, but still wants to be the MVP.
• Self-starter with ability to schedule time effectively.
• Demonstrated ability to work collaboratively across multiple teams and functions to achieve business objectives.
• Excellent interpersonal and customer service skills with proven ability to create and maintain strong customer relationships.
• A proven and sustained track record of accomplishments in strategic selling; energetic, well-rounded sales executive to drive the business forward.
• Excellent verbal and written communications, as well as presentation skills.
• Excellent communication and relationship-building skills, with the ability to establish rapport and build trust with clients and stakeholders.
• Proven ability to develop and execute successful client engagement programs and communication plans.
• Must demonstrate strong persuasion skills and ability to successfully manage relationships at both operational and executive levels.
• Business acumen and strategic thinking required to develop effective sales strategies.
• Strong organizational and forecasting skills.
• Strong business acumen and strategic thinking skills, with the ability to identify new business opportunities and develop effective strategies to capitalize on them.
• Strong analytical and data-driven decision-making skills, with the ability to analyze complex data and metrics to inform business decisions.
• Ability to function well in a high-paced and at times stressful environment.
• Experience in player/coach role to both lead and execute business strategy in close partnership with internal teams.

Education and Experience:

• Bachelors degree in marketing, Sales, Business, or related field AND 5+ years proven success in strategic solution sales and strategic account management required.
• Experience in the Commercial Real Estate (CRE) market as broker, data provider or other role directly linked to CRE due diligence workflow.
• 5+ years of experience in client growth, account management, or sales, with a proven track record of driving revenue growth through client retention, cross-selling, and upselling strategies.
• Experience working in a Software-as-a-Service (SaaS) and/or Platform-as-a-Service (PaaS) company in a consultative sales or strategic account management capacity.
• Experience selling CRE due diligence solutions directly into the lender space a plus.

Physical Requirements:

• Must be flexible and able to travel up to 50% of time, or as required to meet/exceed target attainment.

Benefits

At CREtelligent, we believe that working hard and working fast doesnt have to come at the expense of a healthy work-life balance.One of the greatest benefits of working at CREtelligent is that you will find yourself surrounded by incredible and intelligent people with a shared mission. On top of it all, we deliver the benefits youd expect and beyond including:

HEALTH AND WELLNESS

Whats important to you and your family is important to us.

• We offer comprehensive extended health care coverage - medical, dental, vision, life insurance, disability insurance, medical transportation plan, critical illness insurance, pet insurance, and more
• We offer 401k and Roth Retirement Plans with employer contribution when we profit you do too!
• Weekly all employee Yoga conducted by Zoom so you can be home in your PJs and socks to join!
• Wellness, wellness, wellness is a major mantra Be the best version of YOU and we will pay you to take care of your health You are OUR priority

UNLIMITED TIME OFF

Take time as you need it, your position is part of our professional paid time off plan with no tracking and no accruals, very simply put work hard play hard.

FUN

Off-site adventures, ping-pong, unique traditions, monthly birthday celebrations, Lunch and Learns, and a relaxed office environment. Show up and be your wonderful self.

FLEXIBILITY

Having the ability to adjust your work schedule to meet both the needs of your team and those of your personal life is just as important to us as it is to you. This means most days you'll work in the office with your team; however, we get you have a family and life where youll need some flexibility, and youll have that with us. In short, we hire you as a professional and well treat you like one.

FAMILY

We believe in supporting strong family units from day one this starts with supporting parents with paid maternity and paternity leave. As the primary caregiver to a newborn, we provide 12 weeks paid leave + another 4 weeks of part-time paid transition time to support your return. As the supporting caregiver, we provide 6 weeks of paid leave. As part of the CREtelligent team, your health and happiness are directly connected to that of your families we get this and make it a priority.

COMMUNITY OUTREACH VOLUNTEER TIME OFF

We provide all full-time employees with a half day of paid volunteer time annually volunteering and supporting our local communities is that important that we put our money with our mouth is to support you in making a difference.

OFFICE FUEL

Were an environment that cares about your well-being we provide healthy (and fun) snacks, drinks, coffee and the doughnut or two to sweeten things up.

COMMUNICATION AND PROFESSIONAL DEVELOPMENT

• To stay connected we hold monthly all team huddles and quarterly all hands meetings to celebrate milestones, share updates, and welcome new hires.
• Our managers hold regular employee one on one sessions to support your goal achievement and personal development. Frequent opportunities for professional development are provided, be it lunch and learns, webinars or out of the office events.
• As a Go-to-Market (GTM) team we hold monthly strategic team meetings along with our internal partners in addition to regular communication across our GTM team.
• We are a growing firm with a national footprint ready to support your career advancement. Your professional development and career progression is important to us when you learn and grow, so do we.