Account Executive

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About Active Comply

Active Comply delivers critical compliance software solutions to financial institutions – creating peace of mind for its customers. Through people, process, and technology, Active Comply’s solutions and services automate compliance workflows, improve department efficiencies, and reduce regulatory citation risks. It’s why many top mortgage lenders, banks, and credit unions depend on Active Comply every day to manage their compliance needs. Learn more at

Key Responsibilities:

• Business Development: Engage in high-level prospecting activities, including calls and emails, targeting senior executives across various segments in financial services. Utilize advanced sales techniques and tools to maximize outreach effectiveness.
• Customer Needs Analysis: Deeply understand the business needs of stakeholders and articulate clearly how Active Comply’s solutions address these challenges.
• Solution Alignment: Match customer requirements with tailored Active Comply service offerings, ensuring a clear understanding of applications and benefits.
• Sales Process Management: Document crucial qualification details such as use case, purchasing timelines, and follow-up strategies.
• Deal Closure: Execute closing strategies for land-and-expand deals, focusing on new customer acquisition and long-term customer engagement.
• Adaptation and Strategy: Quickly adapt to the Enterprise sales model, utilizing a customer-centric, solution-based selling approach.
• Resource Allocation: Efficiently prioritize opportunities and allocate resources to maximize deal potential.
• Customer Satisfaction: Ensure all customer interactions result in high satisfaction, fostering long-term loyalty and repeat business.
• Travel Engagement: Potential for travel to attend industry conferences and visit customers onsite, enhancing relationship building and market presence.

Basic Qualifications

• Proven track record in prospecting, engaging, and closing new business with at least 5 years in business development or sales roles within the software or financial services industries.
• Nice to have experience selling into IMBs and/or mortgage arms of banks and credit unions.
• Ability to quickly build trust and maintain relationships with senior-level executives both internally and externally.
• Highly organized with exemplary follow-up abilities and attention to detail.
• Enthusiastic about leveraging technology to solve business problems, particularly in the areas of compliance and risk management.