Director, Financial Institution Sales

Upgrade helps customers move in the right direction with affordable and responsible financial products. Since 2017, we’ve helped over 7.5 million customers access over $42 billion in consumer credit. With a relentless focus on improving our customers' financial well-being, we build products that put more money in their pocket and support their journey toward a better financial future. We’re backed by some of the most prominent technology investors and were most recently valued at $7.3B.

We’re consistently recognized for our collaborative and inclusive culture. Most recently, we were named one of the World’s Top Fintech Companies by CNBC, Best Places to Work by Built In, Best Places to Work by the San Francisco Business Times, America’s Greatest Workplaces by Newsweek, Best Startup Employer by Forbes, and Healthiest Employers by Phoenix Business Journal.

We’re looking for new team members who get excited about designing and delivering new and better products. Come join us and help build a better financial future for millions of people.

About the Role:

We are looking for a Director of Financial Institution Sales. The Director will be responsible for building the banking and credit union funding channel in their territory / selling Upgrade’s credit products including personal unsecured loans, card receivables, indirect auto, home improvement and potentially other consumer credit products to CLO/CFO/CEOs at depositories. This position reports to the EVP, Head of Investor Group.

The role can be remote or hybrid with our San Francisco HQ.

What You’ll Do:

• Present Upgrade’s unsecured consumer loans and any subsequent products that Upgrade develops to banks and credit unions.

• Represent upgrade at regional conferences including speaking engagements to generate bank/credit union partnership leads

• Manage pipeline from lead generation to closing

• Work closely with onboarding and execution team to move partnership relationship forward, track success strategies in CRM

What We Look For:

• 7+ years of experience in bank sales at a software, financial technology, or asset management firm, whole loan sales/trading

• Extensive contact list of bank clients and credit unions in the region

• Advanced knowledge of consumer credit products and general investing markets 

• Strong understanding of how banks/credit unions operate and their decision-making framework: risk returns, capital requirements, loss provisions, regulatory considerations, etc.

• Proven measurable success in growing sales pipeline

• Superior written and verbal communication skills

• Good judgment and excellent interpersonal skills

• Ability to operate in a fast-paced environment and recognize and focus on critical issues

• Salesforce specific CRM experience a plus

What We Offer You:

• Competitive salary and stock option plan

• 100% paid coverage of medical, dental and vision insurance

• Flexible PTO

• Opportunities for professional growth and development

• Paid parental leave

• Health & wellness initiatives

The compensation range of this position in San Francisco, CA is USD $170,000-$250,000 plus equity and benefits. Within this range, an individual's pay will be dependent on a variety of factors, including without limitation, job-related knowledge, skills, education, and experience.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Upgrade does not accept unsolicited resumes from staffing agencies, search firms, or any third parties. Any resume submitted to any employee of Upgrade without a prior written agreement in place will be considered the property of Upgrade, and Upgrade will not be obligated to pay any referral or placement fee. Agencies must obtain advance written approval from Upgrade's Talent Acquisition department to submit resumes and only in conjunction with a valid, fully executed agreement. English is required for all positions, as it involves interacting with staff at Upgrade's offices worldwide.