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Inside Sales Representative

Whiteboard Technology

Inside Sales Representative

Oklahoma City, OK
Full Time
  • Responsibilities

    DescriptionNamed one of 2018’s most innovative companies by HousingWire Tech100, Whiteboard Technologies is a fast-growing provider of CRM software specifically created for the mortgage industry.

    Based out of Oklahoma City, OK, our clients include many of the top loan originators nationwide. At Whiteboard Technologies, our industry impact comes from helping our customers be successful—every day. Our mortgage-specific CRM helps loan originators close more loans, create better relationships, and increase referrals by automatically staying in touch with contacts,clients, and partners.

    We are looking for additional sales team members. This position plays a key role in Whiteboard's efforts to accelerate our revenue growth and will help build inside B2B sales capabilities across the company. This position delivers direct sales growth by prospecting dealers and end-users with solutions or programs developed by Marketing for the targeted sales segments. This person will be responsible for prospecting and cultivating new leads from outside the pipeline generated by marketing and referral efforts.

    No recruiters, please.

    Primary Responsibilities

    Sell mortgage industry software in a business-to-business (B2B) environmentContact, cultivate, and close sales opportunities within the existing pipeline of the qualified industry leads

    Prospect and cultivate new leads from outside the pipeline generated by marketing and referral efforts

    Qualify new sales opportunities with prospective Whiteboard clients

    Drive share-of-wallet growth by cultivating relationships with existing Whiteboard clients

    Demonstrate and consult the values of Whiteboard’s unique platform for key stakeholders and staff members at client organizations

    Enable and support the Client Success team in new client on-boarding by setting clear, reasonable expectations with the new client and providing the appropriate information internally

    Clearly annotate client accounts so as to provide internal stakeholders with key information regarding the sales pipeline, sales effort, and account status

    Achieve sales goal attainments as set by the leadership team

    Give and gracefully receive constructive feedback from leadership and peers

    Other projects as assigned by Leadership

    Assist the Customer Success Team in their duties as needed


    3 years’ experience consulting and selling technical products. Software experience is preferred

    Mortgage and Real Estate industry knowledge and experience is a plus

    Inside sales experience is a plus

    Enthusiastic and creative team member with the ability to inspire others

    Excellent verbal and written communication and presentation skills

    Must be able to address client concerns and objections in an agile and informed way. You will be consulting; not reading from a script

    Strong empathy for customers and passion for revenue and growth

    Ability to manage influence through persuasion, negotiation, and consensus building

    Healthy pre and post-sales enablement experience

    A desire to help build a business and share in its success