Sr. Account Executive

Factual Data® is a U.S. based credit reporting agency that offers a wide range of consumer credit and verification services vital to the mortgage lending community. Mortgage lenders across the nation rely on Factual Data for consumer credit reports that are an instrumental component of the underwriting process for buying and refinancing homes.

At Factual Data, we are proud of our commitment to innovative technology, quality products, and outstanding customer service. Our success stems from a culture of supporting, motivating and challenging one another to continuously improve – paired with an emphasis on continued training and professional development. If you want to have your ideas and voice make an impact, and collaborate with a great group of passionate, dedicated, and fun people, we encourage you to apply today.

www.factualdata.com

TITLE:                           Sr. Account Executive

REPORTS TO:              Sales Leadership

STATUS:                       Salaried

LOCATION:                  Remote

SCHEDULE:                 Monday – Friday, 8:00 AM – 5:00 PM

PAY:                             $115,000 - $125,000/yr

JOB SUMMARY: The Sr. Account Executive is responsible for driving business growth by developing and maintaining strategic relationships with regional and national clients in finance, banking, and credit industries. You will focus on identifying consumer information needs for mortgage processing and ancillary services while expanding market presence through targeted prospecting and exceptional client relationship management.

JOB RESPONSIBILITIES:

To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily, with or without reasonable accommodation:

• Prospect and develop new mortgage credit reporting business, dedicating 75%+ of time to new business development and 25% to cross-selling and retention activities
• Collaborate with National Account Manager teams to provide strategic customer support and ensure business retention
• Maintain comprehensive CRM records (Salesforce) of all activities, meeting minimum monthly requirements
• Prepare strategically for all client meetings and virtual presentations, ensuring professional delivery
• Conduct onsite client meetings with up to 50% travel requirements, including day and overnight trips
• Meet or exceed established sales goals and performance metrics as defined by leadership
• Identify customer needs and deliver compelling sales presentations that provide tailored solutions
• Maintain regular communication with Sales leadership regarding customer status, challenges, and opportunities
• Monitor industry trends within mortgage banking and identify potential prospects and market opportunities
• Provide strategic input and recommendations for new product and service development
• Support training initiatives for new account executives and assist with collaborative sales presentations
• Coordinate and participate in tradeshow activities, including overnight travel when required
• Actively participate in team meetings and conference calls to discuss product development, technology changes, and operational updates
• Manage existing client relationships through regular contact, identifying expansion opportunities and resolving issues efficiently
• Analyze and report on competitor activities, pricing strategies, and market positioning
• Maintain exceptional client relations through timely responses to communications and consistent deadline management
• Demonstrate organized work habits with punctual, well-prepared meeting attendance
• Develop and execute comprehensive marketing plans aligned with territory objectives
• Other duties as assigned

QUALIFICATIONS:

• High school diploma or equivalent required
• 5-10 years of outside sales experience, preferably in banking, finance, or credit card vendor industries
• 5+ years of experience selling services, concepts, and ideas preferred
• Banking, finance, or credit card vendor industry experience highly beneficial for understanding consumer data applications and identifying unmet business needs
• Availability for standard business hours (8am-5pm) plus after-hours networking events and extended hours as needed
• Strong initiative, self-motivation, and ability to organize and manage independent work
• Professional appearance with excellent oral and written communication skills and ability to discuss complex business issues
• Reliable transportation for regional sales calls and ability to travel to other markets as required
• Experience with or willingness to learn AI tools and emerging technologies

REMOTE WORK REQUIRMENTS:

• Stable, high-speed internet connection

• Experience with teleconferencing

• Access to a quiet workspace
• Smartphone/mobile device

PHYSICAL DEMANDS: While performing the responsibilities of the job, the person in this position will be required to frequently communicate information so others will understand. The person in this position must be able to remain in a stationary position at least 50% of the time and must be able to lift up to 15 pounds at times. The person in this position may need to occasionally move about the inside of an office. The person in this position may need to position self to maintain files in a cabinet and place computers under a desk or in a cabinet. This position requires ability to constantly observe typewritten text on a computer screen. The person in this role is required to operate a laptop and use a telephone regularly. The person in this position may be required to travel throughout the USA by automobile or airplane which may require overnight lodging.

WORK ENVIRONMENT: While performing the duties of this job, the person in this role may be in a stationary position in an office setting and may be exposed to quiet to moderate noise level.

OTHER DUTIES: This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job.  This job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. This job description is subject to change at any time.

Factual Data is committed to equal opportunity employment, and employment decisions are based on merit, qualifications, and abilities.  Employment-related decisions are not influenced or affected by an employee’s race, color, gender, age, religion, national origin, disability, citizenship, military status, sexual orientation, genetic information, or any other category protected by federal, state or local law. The Company endorses a work environment free from discrimination and harassment.

Benefits We Offer:

Factual Data offers comprehensive healthcare benefits to eligible employees including: medical, HSA, prescription, vision, dental. Our benefits also include life insurance, short & long-term disability, Roth and 401K with possible company match and profit sharing, an Employee Assistance Program (EAP), Time Away from Work (TAFW) and paid holidays - plus employee referral bonuses, and role-based professional development opportunities.

Factual Data is committed to equal opportunity employment, and employment decisions are based on merit, qualifications, and abilities. Employment-related decisions are not influenced or affected by an employee’s race, color, gender, age, religion, national origin, disability, citizenship, military status, sexual orientation, genetic information, or any other category protected by federal, state or local law. The Company endorses a work environment free from discrimination and harassment.

We are committed to providing reasonable accommodations to qualified individuals with disabilities. If you require a reasonable accommodation to complete the application process or perform the essential functions of the position, please let us know.

This posting will remain open until filled.