Senior Sales Systems Lead
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Job Description
Senior Sales Systems Lead driving revenue growth and CRM optimization for a title insurance company. Leading sales processes, pipeline analysis, client development, and staff training.
Responsibilities:
- Drive revenue growth through strategic sales execution
- Lead optimization, adoption, and ongoing improvement of sales systems, tools, CRM platforms, and workflows
- Identify, initiate, and pursue new business opportunities and key decision-makers
- Qualify potential clients against company client criteria
- Maintain CRM data integrity, reporting, and daily usage standards
- Analyze pipeline performance, sales metrics, and system data with Sales Leadership
- Build and maintain client relationships through in-person and virtual engagement
- Serve as a subject matter expert on sales processes, workflows, and system best practices
- Communicate with Sales Leadership about performance, trends, system enhancements, and improvement opportunities
- Support onboarding and training of sales staff
- Participate in industry events, trade shows, and sales conferences as needed
- Meet or exceed individual, team, and department performance objectives
- Travel based on client or company needs
Requirements:
- High school diploma or equivalent
- Strong oral and written communication skills
- Proficiency with computers, Microsoft Office Suite, CRM, and handheld devices
- Ability to multitask in a fast-paced environment
- Strong organizational skills
- Advanced knowledge of sales principles, methodologies, and service-based selling
- Demonstrated experience leveraging CRM and sales systems
- Ability to analyze market intelligence, sales data, and system reporting
- Executive presence and ability to influence senior decision-makers
- Knowledge of the financial and servicing industry
- Proven negotiation, closing, and relationship-management skills
- Compliance with all Federal and State requirements
- Proficiency with Zoom, BombBomb, Bam!, and CRM platforms
- Preferred: Bachelor’s degree in business, finance, information systems, or related field
- Preferred: 5+ years of sales experience with leadership or sales operations/systems experience
- Preferred: 3–5 years of Title Insurance or Settlement Services Sales experience
- Title Marketing License or ability to qualify for and obtain the license through the Department of Insurance
- Supervisory responsibilities
- Ability to travel based on client or company needs
Benefits:
- Remote capacity in the field
- Monday through Friday, 8:00 a.m. to 5:00 p.m. schedule
- Professional development through onboarding, training, industry events, trade shows, and sales conferences
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