Account Executive
Job Summary
Regal Credit Management is hiring an Account Executive Strategic Partnerships to drive revenue growth through relationship-driven selling and high-trust partner channels.
This role focuses on building and closing business through strategic partnerships including business managers wealth advisors banks and other referral or institutional partners. The ideal candidate is strong in face-to-face interactions disciplined in follow-up and comfortable operating in a structured sales environment.
This is a high-accountability full-cycle sales role responsible for both generating and closing opportunities.
Build and grow relationships with strategic referral and partner channels
Generate and close new business through a defined sales process
Manage opportunities from first meeting through close
Conduct discovery presentations follow-up and closing conversations
Reactivate dormant relationships and expand partner activity
Maintain strong CRM hygiene notes and pipeline discipline
Represent the company in professional in-person meetings and partner offices
Use a company-supported business development budget responsibly
Maintain a high volume of weekly meetings and partner interactions
Conduct consistent outbound activity and follow-up
Log all meetings and updates in CRM within 24 hours
Manage a clean stage-based pipeline
Contribute to accurate forecasting and revenue targets
- Proven experience in sales business development or relationship-based account growth
- Strong client-facing or partner-facing selling experience
- Excellent verbal communication and professional presence
- Ability to build trust with high-value or high-touch clients and partners
- Strong follow-up discipline and organizational skills
- Ability to manage a structured sales process and maintain CRM hygiene
- Comfortable handling a high volume of meetings and outbound activity
- Self-motivated accountable and results-driven
- Comfortable working in a fast-paced performance-driven environment
- Experience working with strategic partners referral channels or institutional relationships
- Background in financial services insurance lending or related industries
- Experience with CRM tools such as HubSpot or Salesforce
- Experience selling premium or consultative services
- Prior quota-carrying sales experience
- Strong relationship-building and networking skills
Required Skills:
- Proven experience in sales business development or relationship-based account growth - Strong client-facing or partner-facing selling experience - Excellent verbal communication and professional presence - Ability to build trust with high-value or high-touch clients and partners - Strong follow-up discipline and organizational skills - Ability to manage a structured sales process and maintain CRM hygiene - Comfortable handling a high volume of meetings and outbound activity - Self-motivated accountable and results-driven -Comfortable working in a fast-paced performance-driven environment
Required Education:
Bachelors Degree