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Account Development Rep

CreditXpertBaltimore, Maryland, United StatesRemote, Onsite
ApplyJob Type
Full-timeDescription

We are actively seeking a Account Development Rep to join our team...


  • Are you a curious and motivated self-starter?
  • Do you have a hunter mentality?
  • Have you had success qualifying leads over the phone?
  • Are you someone who takes initiative and quickly builds trust with potential clients?

If this sounds like you, I hope you keep reading and consider putting your hat in the ring for this role.


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.  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.

The candidate will be responsible for developing and refining an account development strategy and scalable processes by leveraging CRM and marketing technology.  

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.

Competencies and Criteria 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 

Do you have the X-Factor?


We look for Xceptional people to join our team. 


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

PM22Requirements

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

Additional Details


Position Type: Full-Time This is a full-time position with the opportunity to grow with the organization.  Supervisory: No direct supervisory duties. Travel: 25%About CreditXpert Inc.What makes CreditXpert an Employer of Choice

  • Meaningful Mission!
  • Creative, Performance Driven Culture
  • Great Healthcare Benefits - most are 100% company paid
  • Generous Paid Leave 
  • Hybrid Environment and Flexibility to work remote 
  • Stellar Workspace - great location/hassle free parking
  • Professional Development and Tuition Assistant - we truly value continuous improvement and want to support your journey 

Who we areCreditXpert Inc. is a successful software company that enjoys the freedom to chart its own path. Our team is a small, close-knit community, where each person can make a big impact. We are nimble and have thrived for over 20 years in the midst of constant industry and regulatory upheaval. We believe in using our talents to make a positive impact on the world by improving the financial lives of Americans. As lifelong learners, we have a passion for change and we constantly adapt everything (our business, internal processes, tools…). We enjoy a wide diversity of backgrounds and opinions, which can lead to passionate debates.

We wear multiple hats, often stretch beyond our comfort zone, and see failure as an opportunity to learn. We have fun inventing advanced analytical solutions and creating great user experiences.What we doIn 2000, we started a revolution by exposing the inner workings of the credit scoring industry to consumers, pioneering a new industry. Millions of people have been using our tools to take control of their credit life, gain access to better loans, and save money. More recently, we enabled the mortgage origination industry to replace guesswork with technology when trying to improve credit scores.

As a result, more consumers now qualify for a mortgage at a good rate, and thousands of loan officers, mortgage lenders and other businesses can better serve their customers.BenefitsWe strive to create a great experience for our team, not just our customers. We want everyone to be excited about their work, fulfilled and worry-free. That’s why we offer lots of autonomy, support, and the flexibility you need to balance your life. Our compensation and benefits package ensures that you can focus all your energy on creating value for our customers and the company.Our benefits include a flexible and hybrid work environment, open PTO, performance based annual bonuses, company contribution to 401(k), insurance (medical, dental, vision, ST/LT disability, life), HSA and FSA.Work EnvironmentThis job generally operates in a professional office environment.

This role routinely uses standard office equipment such as computers, phones, photocopiers, scanners, and shared digital files.  Physical DemandsThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms.

The employee is occasionally required to sit; climb or balance; and stoop, kneel, crouch or crawl. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust and focus. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee in this position. Duties, responsibilities, and activities may change at any time with or without notice.  Salary Description$70K - $75K

Life at CreditXpert

We create the advanced software solutions that turn mortgage loan officers from heroes into superheroes, making every client's dream of homeownership a reality. The best part of a loan officer's job is seeing a client's face light up when they are told “yes”. When a mortgage application is approved and life in their dream home comes into full view, it's a time for celebration. With our tools, lending professionals can do more of what they enjoy the most about their jobs. Visit our website to learn more.
Thrive Here & What We Value- Meaningful Mission!- Creative, Performance Driven Culture- Great Healthcare Benefits (100% company paid)- Generous Paid Leave- Hybrid Environment & Flexibility to Work Remote- Stellar Workspace (Great location/Hassle-free parking)- Professional Development & Tuition Assistance
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