Account Development Rep

Account Development Representative

Be the first voice lenders hear. Make it count.

The best deals don't start with a contract; they start with a conversation. And at CreditXpert, that conversation starts with you.

We're a 25-year-old FinTech company - established, mission-driven, and uniquely positioned at a transformational moment in the mortgage industry. Flat enough to move fast. Experienced enough to know how.

As we build direct relationships with mortgage lenders across the country, we need a sharp, curious, and motivated ADR to be the bridge between our outreach efforts and the lenders who need what we've built.

This isn't a dial-for-dollars role. This is a strategic position at the intersection of sales, marketing, and product intelligence where the conversations you have directly shape our pipeline, our messaging, and our understanding of the market. You'll be asking the right questions, qualifying the right opportunities, and building the kind of trust that sets our sales team up to win.

Here's what makes this role different:

• You'll engage directly with mortgage lenders, building relationships that directly impact homeownership for millions of Americans
• You'll learn and shape outbound strategy from day one, this isn't a script-and-dial environment, it's a place where your ideas matter
• You'll join a small, high-performing team where your contributions are visible and your growth is real
• You'll build foundational sales skills that set you up for a long, successful career, at a pivotal moment in CreditXpert's growth
• You'll grow inside a company that has thrived for 25+ years, with real mentorship and coaching

If you're energized by meaningful conversations, hungry to grow, and ready to do work that makes a real difference, then keep reading.

Job Overview

The Account Development Representative (ADR) will play a pivotal role by building a connection between outbound marketing activities and enterprise sales. As CreditXpert works to develop direct relationships with mortgage lenders, the ADR will be responsible for engaging with existing (and future) leads to better understand current product usage, barriers to usage and communicating a compelling vision for how the CreditXpert platform can be used to help lenders grow their business.

Through this direct outreach, the ADR will work to build a pipeline of strong candidates for our new cloud-based platform while helping the company better understand our target clients. The ideal candidate is a curious and motivated self-starter with a hunter mentality you ask great questions, take initiative, and quickly build trust as you take leads through the discovery phase.

As a key connection between Marketing and Sales, the ADR will gather and leverage insights to help the company build our pipeline and reduce our overall cost to acquire clients.

Job Mission

To build trust and drive meaningful connections with mortgage lenders by leveraging insights, strategic outreach, and data-driven engagement to expand CreditXpert's platform adoption, helping lenders grow their business and make homeownership more accessible and affordable.

To generate new deal opportunities for the sales organization by leveraging insights, strategic outreach, and data-driven engagement to expand CreditXpert's platform adoption, helping lenders grow their business and make homeownership more accessible and affordable.

What you will do | Most important responsibilities of this role

• Engage Qualified Leads to Build Relationships - Engage in direct outreach to inbound and prospective leads, qualify opportunities, and schedule meetings with key executives to help grow CreditXpert's presence within the mortgage lending industry.
• Refine and Execute Outreach Strategies - Collaborate closely with Sales and Marketing teams to develop and improve outbound messaging and marketing assets that resonate with target audiences.
• Build and Expand a Scalable Lead Pipeline - Establish and maintain a robust process to track, analyze, and refine lead pipelines through meticulous CRM management and metrics-driven optimization.

How you will do it | The ideal hire will

• Client Engagement: Proactively reach out to qualified leads, ask insightful questions to understand product usage barriers, and effectively communicate CreditXpert's value proposition to decision-makers.
• Collaboration with Sales and Marketing: Partner with cross-functional teams to refine call scripts, improve email outreach campaigns, and align on strategies for market messaging.
• CRM Excellence: Leverage tools like HubSpot to document all touchpoints, enrich data, score leads, and provide detailed tracking that informs broader sales and marketing strategies.
• Insight Gathering: Capture actionable insights during conversations with leads to inform product enhancements, marketing adjustments, and sales strategies.
• Metrics-Driven Foundation: Set and measure key account development metrics, learning what it takes to build scalable revenue growth and consistently optimize for efficiency.

Essential Functions:

• As the ADR, you will:
• Qualifying in-bound leads and booking meetings with executives at mortgage lenders.
• Work closely with Sales and Marketing to develop and refine outbound market messaging and executing on outreach programs.
• Create and improve call scripts and outbound email marketing.
• Establish key account development metrics that will help the company understand what it takes to grow revenue at scale.
• Maintain and refine our CRM platform to track all activities, including but not limited to call efforts, data enrichment, segments and lead scoring.
• Gather and capture insights through conversations with contacts.
• Communicating the CreditXpert val-prop in a compelling manner.
• Establish a strong process and metrics-driven foundation that will support a scaling function.

Requirements

Required Education and Experience

Minimum 3 years' experience in Sales, Inside Sales, Account Development or similar customer facing efforts, ideally at a SaaS or mortgage tech company

Demonstrated track record of sales / account development success

Excellent presentation and verbal communication skills

Proven ability to thrive in a high call volume environment

High level of comfort being on the phone

Experience using a CRM

High quality documentation skills for proper data mining in CRM

Ability to segment and select target audiences.

Must be Tech Savvy

Highschool Diploma or equivalent

Preferred Experience

SaaS experience strongly preferred, mortgage market experience a plus.

HubSpot CRM experience, a plus

Experience in a "start-up" like environment, a plus

Competencies, Criteria, and Attributes for Success

Job Specific Competencies

Professional, High-Level Communicator

Rapport-builder

Metrics-driven Problem Solver

Keen Prospecting Skills

Sense of Urgency

Collaborative and flexible

Organized and detail oriented

Coachable

Core CompetenciesAKA the X-Factor

We hire and retain Xceptional people to join our team, do you have the X-Factor?

• Team Player You are a joiner that is comfortable working outside of the boundaries of your job description to support the company and team.
• Respected You value integrity, display leadership qualities, and you are trusted to represent the brand well internally and externally.
• Judiciously Courageous You are courageous enough to judiciously speak up.
• Composed You are composed, respectful, and calm. Valuing outcomes over output.
• Accountable You own your work, decisions, and the outcomes good or bad.
• No Ego You are confident without having an ego. People say you are an active listener. You delegate where necessary, knowing that you can't possibly know it all.
• Builder Mindset Has an open mindset. You'd consider yourself a strategic doer.
• Focused - You easily differentiate between real problems and background noise.

Additional Details

Position Type: Full-Time

This is a full-time position that may require long hours and occasional weekend work.

Classification: Exempt

Supervisory: