Customer Account Executive expanding existing customer revenue for Nitro’s SaaS PDF, eSigning, identity verification, and analytics solutions. Advising customers and driving adoption across North America.
About the role
- Account Executive expanding HELOC partnerships with mortgage banks and brokers. Growing Upstart’s AI-powered lending marketplace through wholesale and correspondent channels.
Responsibilities
- Identify, develop, negotiate, and close new partnerships with independent mortgage banks and mortgage brokers
- Take opportunities from prospecting through negotiations and signed agreements
- Build Upstart’s presence across wholesale brokers and correspondent lenders
- Bring on partners capable of generating meaningful HELOC origination volume
- Collaborate with marketing teams to develop outbound campaigns and capture inbound opportunities
- Attend and prospect at relevant industry conferences
- Handoff accounts to implementation and onboarding teams
- Provide market feedback to product teams to improve programs
- Collaborate with the consumer product team on cross-sell and strategic partnerships
- Develop, guide, improve, and scale sales initiatives to position Upstart as a HELOC industry leader
Requirements
- 3 years of related work experience
- 2–3 years of mortgage sales experience or experience leading a mortgage function in a financial institution
- Experience with second-lien or home equity products
- Understanding of mortgage lending regulations and industry best practices
- East/West Coast time-zone availability
- Preferred: 5 years of related work experience
- Preferred: 3–5 years of mortgage sales experience or experience leading a mortgage function in a financial institution
- Prior TPO Account Executive experience preferred
- Proven mortgage sales track record with an industry network preferred
- Understanding of TPO mortgage lending operations preferred
Benefits
- Competitive compensation, including base pay, bonus opportunities, and annual equity grants that vest quarterly
- 401(k) or Group Retirement Savings Plan with a company match of $2 for every $1 contributed, up to $15,000 annually
- Employee Stock Purchase Plan (ESPP) with discounted stock purchase options for eligible employees (US only)
- Comprehensive medical, dental, vision, and wellness coverage/resources
- Supplemental health coverage for Canada
- Health Savings Account contributions for eligible plans (US only)
- Life insurance and disability coverage
- Paid time off, sick leave, and company holidays
- Paid family and parental leave
- Family-centered fertility, parenthood, and caregiving benefits
- Employee Assistance Program with mental health support and life-centered resources
- Financial planning tools and financial concierge service (US only)
- Annual wellness allowance
- Annual productivity allowance for relevant work tools and resources
- Team events, all-company updates, and employee resource groups
- Catered lunches and stocked micro-kitchens at offices in the Bay Area, Austin, Columbus, and New York City
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