Sales Director (Credit Unions) (Remote)

Happy Money; United States; Remote; USD 175,000 - 210,000; Full time

Benefits offered by this job

Medical insurance

Annual bonus

401(k) plan with company match

Paid time off

Parental leave

Disability and life insurance

Remote work stipend

Fully distributed workforce

Job summary

Happy Money is seeking a Sales Director (Credit Unions) to drive revenue growth by acquiring and managing Credit Union partnerships across West and East Coast territories. The role requires presenting tailored lending solutions, meeting sales targets, and collaborating with product, sales, and finance teams to optimize customer engagement.

Remote work with travel as needed. The ideal candidate has 7+ years in B2B Credit Union sales, a track record of closing deals from prospecting through

Qualifications

• 7+ years of B2B Credit Union sales experience.
• Proven track record of closing credit union financial deals from prospecting through onboarding.
• Experience selling to C-Suite (CEO, CFO, CLO) in Credit Unions.
• Strong collaboration and communication skills with cross-functional teams.
• Willingness to travel up to 25% for partner meetings and events.

Responsibilities

• Acquire and develop relationships with prospective and existing Credit Union customers and present tailored lending solutions.
• Maintain and optimize client relationships, expanding the book of business and identifying upsell opportunities.
• Meet and exceed sales targets by managing activities and pipeline.
• Deliver compelling sales presentations addressing customers' challenges with lending solutions.
• Develop and nurture a pipeline in Western and Eastern territories through networking and referrals.
• Collaborate on go-to-market strategies with product, sales, and finance teams.
• Create and refine collateral and messaging to support the B2B buying journey.
• Partner with product leadership to enhance features and pricing and plan product launches.

Skills

Credit Union sales

B2B sales

C-Suite selling

Strategic thinking

Relationship management

Communication skills

Negotiation

Tools

CRM

Job description

Sales Director (Credit Unions)

Location: Remote, USA

Department: Sales

ABOUT HAPPY MONEY

Happy Money is a consumer finance company that empowers people to achieve their goals through simple, transparent loans funded by trusted financial institutions. Through its proprietary lending platform, Hive, Happy Money delivers a fully digital experience that simplifies borrowing for consumers and helps credit unions, banks and asset managers diversify balance sheets and scale with confidence.
Happy Money’s end-to-end loan origination and participation programs provide partners with turnkey access to high-performing assets, underpinned by disciplined credit expertise and robust risk management. Together with its lending partners, Happy Money has originated more than $7 billion in loans to help nearly 350,000 people take greater control of their financial futures. Learn more at happymoney.com. View our Employee Privacy Policy here.
Happy Money is a 100% fully distributed company. Remote work doesn’t mean less work, we work full-time jobs and show up to them fully every day. To learn more about our values and the way we work, review our Happy Money Way Overview!

ABOUT THE ROLES

We are hiring two Director of Sales roles that will drive revenue growth by acquiring and managing relationships with Credit Union customers in the West Coast and East Coast territories respectively, presenting tailored lending solutions, and meeting sales targets. This role will also collaborate with cross-functional teams to align go-to-market strategies, create impactful sales collateral, and optimize customer engagement. We’re looking for someone who has a proactive, solution-oriented mindset, with strong collaboration and communication skills and has a track record of driving results.

RESPONSIBILITIES

• Acquire and develop relationships with prospective and existing customers to understand their challenges and present our solutions to help satisfy customer needs
• Maintain and optimize relationships with clients ensuring customer satisfaction and growing an existing book of business. Identify opportunities within existing accounts to introduce additional products and services.
• Meet and exceed sales targets by effectively managing sales activities and pipelines
• Prepare and deliver compelling sales presentations to customers and prospects, demonstrating how our lending solutions can address their specific challenges
• Identify and target potential customers, developing a pipeline of leads through networking, referral, and prospecting in Western territory/Eastern territory
• Collaborate on and execute a go-to-market strategy, ensuring alignment with all cross-functional, particularly product, sales, and finance.
• Deliver a value proposition that is unique, dependable, and important to our customers so that we can position our B2B brand with consistency and simplicity.
• Define the B2B buying journey, touch-points, and collateral that can impact sales cycle and sales effectiveness
• Collaborate on product collateral such as thought leadership papers, event plans, Key-Note messaging, quarterly reviews, and annual customer engagement events
• Collaborate with product leadership in developing and optimizing product features and pricing
• Support the planning process for the launch of new products and releases and be a key stakeholder in the cross-functional implementation of the plan
• Manage the building, scaling, and optimization of Credit Union programs for specific KPIs

This role should plan for 25% travel throughout the year for prospective partner meetings, events, conferences, etc. Travel needs could increase seasonally.

ABOUT YOU

• 7+ years of experience in B2B Credit Union sales
• Track record of closing credit union financial deals from prospecting through onboarding
• An unwavering commitment to exceed goals and sales targets
• A strong strategic and analytical thinker with experience selling to C-Suite (CEO, CFO, CLO) employees of Credit Unions
• Understanding of Credit Union financials
• Individualizes marketing strategy through understanding a multitude of buyer personas
• Conceptualizes large impact projects and develops milestone-driven plans for execution
• Exceptional writing, presentation, organization, and interpersonal skills
• Vets and manages external vendors & agency partners
• Collaborates with cross-functional teams and influences decision making across all levels of the organization
• Develops and implements plans while continuously monitoring results and implementing continuous improvement methodologies

BENEFITS & PERKS

• Generous medical, dental, and vision insurance options
• Eligible for annual sales incentive bonus based on individual and company performance
• 401k Plan with a matching contribution
• Generous PTO including sick leave, vacation, volunteer, and more
• 12 Weeks Paid Parental Leave
• Company-paid short & long term disability and life insurance
• Monthly tech stipend to help cover expenses for remote work
• Happy Money is a 100% fully distributed workforce

Base Salary Range: $175,000—$210,000 USD