ABOUT HAPPY MONEY

Happy Money is designing a happier way of lending that helps borrowers achieve their goals and helps credit unions achieve greater impact. Our mission comes to life through our platform, which enables happier lending at scale by connecting consumers with financial institutions that keep their best interests at heart. Through this model, we also bring credit unions access to technology solutions, high-performing assets, and national reach to accelerate their impact on communities and help increase their strength and resilience. Backed by leading investors, Happy Money has helped over 300,000 borrowers since its inception – working with community-focused lending partners to fund more than $6 billion in loans. Visit happymoney.com to learn more. As of March 31, 2024

ABOUT THE ROLE

The Director of Sales will drive revenue growth by acquiring and managing relationships with B2B customers, 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. KEY RESPONSIBILITIES

• Acquire and develop relationships with prospective and existing customers to understand their challenges and present our solutions to help satisfy customer needs • 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 • 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

ABOUT YOU

• 7+ years of sales in a B2B FinTech or the financial services industry • Experience in early stage and rapid scale startups • A strong strategic and analytical thinker with experience selling to C-Suite (CEO, CFO, CLO) employees of Financial Institutions (banks and credit unions) • 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

BONUS POINTS

• Experience selling to Credit Unions • Understanding of Credit Union financials

BENEFITS

• Generous medical, dental, and vision insurance options • 401k Plan with a matching contribution • Generous PTO • Monthly Health and Wellness Days • 12 Weeks Paid Parental Leave • Company-paid short & long term disability and life insurance • Happy Home Allowance to contribute to your home office workspace • Monthly tech stipend to help cover expenses for remote work • Happy Money is a 100% fully distributed workforce

Happy Money is committed to a diverse and inclusive workplace. Happy Money is an equal opportunity employer and does not discriminate based on race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation, please email peopleops@happymoney.com.

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Sales Director (Credit Union Lending Partnerships)