Director, Financial Institution Sales

Upgrade•San Francisco, CA

15d•Hybrid

About The Position

We are looking for a Director of Financial Institution Sales. 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 EVP, Head of Investor Group. The role can be remote or hybrid with our San Francisco HQ.

Requirements

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

Responsibilities

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