Director of Sales (West Coast & East Coast Territories) - Happy Money

Happy Money is a consumer finance company focused on empowering individuals through transparent, digital lending solutions. Their proprietary platform, Hive, simplifies borrowing for consumers while helping credit unions, banks, and asset managers diversify their balance sheets. Since inception, Happy Money has facilitated over $7 billion in loans, benefiting nearly 350,000 people.

ABOUT THE ROLES

Happy Money is hiring two Director of Sales roles to drive revenue growth by acquiring and managing relationships with Credit Union customers across the West Coast and East Coast territories. The ideal candidate will present tailored lending solutions, meet sales targets, and collaborate with cross-functional teams to align go-to-market strategies, create sales collateral, and optimize customer engagement. This role requires a proactive, solution-oriented mindset with a proven track record of driving results.

RESPONSIBILITIES

• Acquire and develop relationships with prospective and existing customers to understand their challenges and present tailored solutions to meet their needs.
• Maintain and optimize client relationships to ensure satisfaction and grow existing accounts, identifying opportunities to introduce additional products and services.
• Meet and exceed sales targets by effectively managing sales activities and pipelines.
• Prepare and deliver compelling sales presentations to customers and prospects, demonstrating how Happy Money’s lending solutions address their specific challenges.
• Identify and target potential customers, developing a pipeline of leads through networking, referrals, and prospecting in the assigned territory.
• Collaborate on and execute a go-to-market strategy, ensuring alignment with product, sales, and finance teams.
• Deliver a unique, dependable, and impactful value proposition to position Happy Money’s B2B brand with consistency and simplicity.
• Define the B2B buying journey, touchpoints, and collateral to impact the sales cycle and effectiveness.
• Collaborate on product collateral, including thought leadership papers, event plans, key-note messaging, quarterly reviews, and annual customer engagement events.
• Collaborate with product leadership to develop and optimize product features and pricing.
• Support the planning process for new product launches and releases, serving as a key stakeholder in cross-functional implementation.
• Manage the building, scaling, and optimization of Credit Union programs for specific KPIs.

This role requires 25% travel annually for meetings, events, and conferences, with potential seasonal increases.

ABOUT YOU

• 7+ years of experience in B2B Credit Union sales.
• A track record of closing credit union financial deals from prospecting through onboarding.
• An unwavering commitment to exceeding goals and sales targets.
• A strong strategic and analytical thinker with experience selling to C-Suite (CEO, CFO, CLO) employees of Credit Unions.
• Understanding of Credit Union financials.
• Ability to individualize marketing strategies by understanding diverse buyer personas.
• Experience conceptualizing large impact projects and developing milestone-driven plans for execution.
• Exceptional writing, presentation, organization, and interpersonal skills.
• Ability to vet and manage external vendors and agency partners.
• Collaboration with cross-functional teams and influence decision-making across all organizational levels.
• Development and implementation of plans with continuous monitoring and improvement methodologies.