Pre-Sales Consultant
PointServ - Burlingame, CA

This job posting is no longer available on Indeed. Find similar jobs:Pre Sales Consultant jobs - PointServ jobs

PointServ is a leading provider of new technology solutions in the mortgage lending industry sourcing information verification unlike anything before — an instant income, tax, and asset verification platform delivered as a service that helps financial institutions and lenders transform the way they execute the lending process.

PointServ is looking for motivated, high energy, Pre-Sales Consultants providing mortgage qualification solutions for banks and financial institutions. A Pre-Sales Executive would contact warm leads - driving sales and conversion rates. After performing the sales pre-qualification the relationship is transferred to the appropriate Senior Sales Executive.

Requirements

  • Identify new customers for PointServ solutions
  • Present PointServ’s value proposition to customers and partners
  • Present Pointserv platforms to executives and technical management
  • Understand the customer's high-level business challenges
  • Represent PointServ to clients with a positive and professional image
  • Match Pointserv solutions to customer's business and technical requirements
  • Drive the adoption of PointServ solutions within targeted accounts
  • Maintain a professional dialogue with customers as you are their first impression
  • Must meet or exceed quota
  • Retain and update customer contact and activity records
  • Complete and pass a background check

Qualifications

  • College degree required
  • Minimum of 2 years inside sales experience
  • Excellent verbal and written communication
  • Experience analyzing and resolving customer service issues
  • Willingness to learn new skills and adapt to change
  • Strong computer knowledge
  • Salesforce experience preferred
  • Exercise strong interpersonal skills
  • Ability to self-start and work independently
  • Pass criminal and financial background check

The Pre-Sales Consultant position has the potential to develop into a Senior Sales Executive.


About this company
PointServ is a leading provider of new technology solutions in the mortgage lending industry sourcing information verification unlike...