Account Development Rep

Description:

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 Credit Xpert, that conversation starts with you.

We're a 25-year-old Fin Tech 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 home ownership 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 Credit Xpert'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 Credit Xpert 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 Credit Xpert 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 Credit Xpert's platform adoption, helping lenders grow their business and make home ownership more accessible and affordable.

To generate new deal opportunities for the sales organization by leveraging insights, strategic outreach, and data-driven engagement to expand Credit Xpert's platform adoption, helping lenders grow their business and make home ownership 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 Credit Xpert'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 Credit Xpert'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 Hub Spot 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…