Account Development Rep

CreditXpert•Baltimore, MD

7d•Hybrid

About The Position

Be the First Voice Lenders Hear. Make It Count. The best deals don't start with a contract; they start with a conversation. And at CreditXpert, that conversation starts with you. We're a 25-year-old FinTech company - established, mission-driven, and uniquely positioned at a transformational moment in the mortgage industry. Flat enough to move fast. Experienced enough to know how. As we build direct relationships with mortgage lenders across the country, we need a sharp, curious, and motivated ADR to be the bridge between our outreach efforts and the lenders who need what we've built. This isn't a dial-for-dollars role. This is a strategic position at the intersection of sales, marketing, and product intelligence where the conversations you have directly shape our pipeline, our messaging, and our understanding of the market. You'll be asking the right questions, qualifying the right opportunities, and building the kind of trust that sets our sales team up to win. Here's what makes this role different: You'll engage directly with mortgage lenders, building relationships that directly impact homeownership for millions of Americans You'll learn and shape outbound strategy from day one, this isn't a script-and-dial environment, it's a place where your ideas matter You'll join a small, high-performing team where your contributions are visible and your growth is real You'll build foundational sales skills that set you up for a long, successful career, at a pivotal moment in CreditXpert's growth You'll grow inside a company that has thrived for 25+ years, with real mentorship and coaching If you're energized by meaningful conversations, hungry to grow, and ready to do work that makes a real difference, then keep reading. Job Overview The Account Development Representative (ADR) will play a pivotal role by building a connection between outbound marketing activities and enterprise sales. As CreditXpert works to develop direct relationships with mortgage lenders, the ADR will be responsible for engaging with existing (and future) leads to better understand current product usage, barriers to usage and communicating a compelling vision for how the CreditXpert platform can be used to help lenders grow their business. Through this direct outreach, the ADR will work to build a pipeline of strong candidates for our new cloud-based platform while helping the company better understand our target clients. The ideal candidate is a curious and motivated self-starter with a hunter mentality – you ask great questions, take initiative, and quickly build trust as you take leads through the discovery phase. As a key connection between Marketing and Sales, the ADR will gather and leverage insights to help the company build our pipeline and reduce our overall cost to acquire clients. Job Mission To build trust and drive meaningful connections with mortgage lenders by leveraging insights, strategic outreach, and data-driven engagement to expand CreditXpert's platform adoption, helping lenders grow their business and make homeownership more accessible and affordable. To generate new deal opportunities for the sales organization by leveraging insights, strategic outreach, and data-driven engagement to expand CreditXpert's platform adoption, helping lenders grow their business and make homeownership more accessible and affordable.

Requirements

Minimum 3 years’ experience in Sales, Inside Sales, Account Development or similar customer facing efforts, ideally at a SaaS or mortgage tech company
Demonstrated track record of sales / account development success
Excellent presentation and verbal communication skills
Proven ability to thrive in a high call volume environment
High level of comfort being on the phone
Experience using a CRM
High quality documentation skills for proper data mining in CRM
Ability to segment and select target audiences.
Must be Tech Savvy
Highschool Diploma or equivalent

Nice To Haves

SaaS experience strongly preferred, mortgage market experience a plus.
HubSpot CRM experience, a plus
Experience in a “start-up” like environment, a plus

Responsibilities

Engage Qualified Leads to Build Relationships - Engage in direct outreach to inbound and prospective leads, qualify opportunities, and schedule meetings with key executives to help grow CreditXpert’s presence within the mortgage lending industry.
Refine and Execute Outreach Strategies - Collaborate closely with Sales and Marketing teams to develop and improve outbound messaging and marketing assets that resonate with target audiences.
Build and Expand a Scalable Lead Pipeline - Establish and maintain a robust process to track, analyze, and refine lead pipelines through meticulous CRM management and metrics-driven optimization.
Qualifying in-bound leads and booking meetings with executives at mortgage lenders.
Work closely with Sales and Marketing to Develop and refine outbound market messaging and executing on outreach programs.
Create and improve call scripts and outbound email marketing.
Establish key account development metrics that will help the company understand what it takes to grow revenue at scale.
Maintain and refine our CRM platform to track all activities, including but not limited to call efforts, data enrichment, segments and lead scoring.
Gather and capture insights through conversations with contacts.
Communicating the CreditXpert val-prop in a compelling manner.
Establish a strong process and metrics-driven foundation that will support a scaling function.