Senior Sales Systems Lead

HR•Portland, OR

80d•Remote

About The Position

The Senior Sales Systems Lead drives revenue growth through strategic sales execution while leading the optimization, adoption, and effectiveness of sales systems and processes. The role partners with Sales Leadership, executives, and other stakeholders to identify, prioritize, and pursue new and existing opportunities, while ensuring sales tools, CRM systems, and workflows support a scalable, high-performing sales organization. The ideal candidate combines sales expertise with systems, process, and analytical skills and is comfortable in a fast-paced environment focused on continuous improvement, pipeline development, and operational excellence. This position has supervisory responsibilities. It works professionally in a remote capacity in the field, making sales calls, attending meetings, and following up with clients. Depending on location, the role may also routinely operate in a professional office environment using standard office equipment. Travel is expected based on client or company needs. The full-time schedule is Monday through Friday, 8:00 a.m. to 5:00 p.m.

Requirements

High school diploma or equivalent.
Strong oral and written communication skills.
Proficiency with computers, Microsoft Office Suite, CRM, and handheld devices.
Ability to multitask and work in a fast-paced environment, with strong organizational skills.
Advanced knowledge of sales principles, methodologies, and service-based selling.
Demonstrated experience leveraging CRM and sales systems to drive performance and efficiency.
Ability to analyze market intelligence, sales data, and system reporting to develop effective sales strategies.
Executive presence and ability to influence senior decision-makers.
Knowledge of the financial and servicing industry.
Excellent interpersonal, leadership, and collaboration skills, with ability to work independently and cross-functionally.
Strong customer service ethic and high ethical standards.
Proven negotiation, closing, and relationship-management skills.
Meets or exceeds all Federal and State compliance requirements.
Proficiency with interactive software and sales tools such as Zoom, BombBomb, Bam!, and CRM platforms.
Ability to travel as needed.

Nice To Haves

Bachelor’s degree in business, finance, information systems, or a related field.
5+ years of experience in sales, with demonstrated leadership or sales operations/systems experience.
3–5 years of experience in Title Insurance or Settlement Services Sales.
Title Marketing License or the ability to qualify for and obtain the license through the Department of Insurance.

Responsibilities

Adhere to company policies, procedures, and culture.
Lead and support effective use, optimization, and ongoing improvement of sales systems, tools, and CRM platforms.
Identify, initiate, and pursue new business opportunities and key decision-makers.
Qualify potential clients to ensure alignment with the Company’s client criteria.
Maintain and oversee CRM data integrity, reporting, and daily usage standards.
Partner with Sales Leadership to analyze pipeline performance, sales metrics, and system data to support informed decision-making.
Maintain communication and build strong client relationships through in-person and virtual engagement.
Obtain and maintain advanced knowledge of company services, systems, and client needs.
Serve as a subject matter expert on sales processes, workflows, and system best practices.
Maintain knowledge of industry regulations and compliance requirements.
Communicate regularly with Sales Leadership regarding performance, trends, system enhancements, and opportunities for improvement.
Support onboarding and training of sales staff on sales systems, tools, and processes.
Participate in industry events, trade shows, and sales conferences as needed.
Stay abreast of current sales trends, technology advancements, and industry changes.
Strive to meet or exceed individual and team performance goals and department objectives.
Travel as needed based on client or company needs.