Director, Financial Institution Sales

About the Role

We are looking for a Director of Financial Institution Sales. The director will be responsible for building the banking and credit union funding channel in their territory and selling Upgrade’s credit products including personal unsecured loans, card receivables, indirect auto, home improvement, and potentially other consumer credit products to CLO/CFO/CEOs at depositories. This position reports to the EVP, Head of Investor Group.

The role can be remote or hybrid with our San Francisco HQ.

What You’ll Do

• Present Upgrade’s unsecured consumer loans and any subsequent products that Upgrade develops to banks and credit unions.
• Represent Upgrade at regional conferences including speaking engagements to generate bank/credit union partnership leads.
• Manage pipeline from lead generation to closing.
• Work closely with onboarding and execution team to move partnership relationship forward, track success strategies in CRM.

What We Look For

• 7+ years of experience in bank sales at a software, financial technology, or asset management firm, whole loan sales/trading.
• Extensive contact list of bank clients and credit unions in the region.
• Advanced knowledge of consumer credit products and general investing markets.
• Strong understanding of how banks/credit unions operate and their decision-making framework: risk returns, capital requirements, loss provisions, regulatory considerations, etc.
• Proven measurable success in growing sales pipeline.
• Superior written and verbal communication skills.
• Good judgment and excellent interpersonal skills.
• Ability to operate in a fast-paced environment and recognize and focus on critical issues.
• Salesforce specific CRM experience a plus.

What We Offer You

• Competitive salary and stock option plan.
• 100% paid coverage of medical, dental and vision insurance.
• Flexible PTO.
• Opportunities for professional growth and development.
• Paid parental leave.
• Health & wellness initiatives.

Compensation Range

The compensation range for this position in San Francisco, CA is USD $170,000-$250,000 plus equity and benefits. Within this range, an individual’s pay will be dependent on a variety of factors, including without limitation, job-related knowledge, skills, education, and experience.

Equal Opportunity Employer

Upgrade is an equal opportunity employer and values diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.