Sales Representative, ADVANTAGE Direct

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ROLE OVERVIEW
APPLICATION

Remote | Full-Time

About ADVANTAGE

ADVANTAGE partners with community banks and credit unions nationwide to deliver innovative technologies, data-driven insights, and strategic solutions that help them grow, compete, and better serve their account holders.

By combining advanced technologies with deep industry expertise, we empower financial institutions to optimize performance, improve account holder experiences, and drive growth. This role offers the opportunity to contribute at the intersection of technology, strategy, and client success while making a meaningful impact for the institutions we serve.

Position Overview

We are seeking an experienced, results-driven Account Executive to generate new business for ADVANTAGE Direct, a communications engine that helps banks and credit unions deliver timely, targeted account holder communications through email, direct mail, and SMS.

This individual will own the full sales cycle, from prospecting and discovery through solution presentation, proposal development, negotiation, and close. The ideal candidate brings a strong sales and business development background, experience with direct mail or multichannel communications, and an understanding of how financial institutions communicate with, engage, and retain account holders.

Primary Responsibilities

Build and maintain a qualified pipeline through proactive outbound prospecting, referrals, networking, industry relationships, and other lead-generation activities
Manage direct mail campaigns end-to-end, including setup, scheduling, execution, and tracking
Communicate directly with clients regarding campaign details, timelines, data requirements, and status updates
Review, clean, normalize, and segment mailing lists to ensure accuracy and compliance
Coordinate production schedules and deployment timelines
Work with vendors and internal stakeholders to resolve data, production, or timing issues
Track campaign volumes, costs, and performance metrics by client and by month
Reconcile billing and invoicing related to direct mail activity
Build and maintain spreadsheets, summaries, and pivot tables for reporting and forecasting
Identify errors, inefficiencies, or trends in data or execution and recommend improvements
Support ad hoc analysis and special projects as needed

Skills & Qualifications

Strong consultative selling, discovery, presentation, negotiation, and closing skills
Proven ability to generate new business through outbound prospecting and relationship development
Ability to manage a full sales cycle independently while maintaining a consistent pipeline
Understanding of email, direct mail, SMS, marketing automation, print communications, or related communication workflows
Ability to explain technology-enabled communication solutions clearly and connect product capabilities to business needs
Strong written and verbal communication skills
Confidence engaging with executive leaders and cross-functional stakeholders
Excellent organizational, time-management, and follow-through skills
Ability to manage multiple opportunities and priorities in a fully remote environment
Demonstrated ability to use CRM systems to manage sales activity, pipeline, forecasts, and opportunity documentation
Proficiency with Microsoft Office applications
Self-directed, accountable, and motivated by measurable goals

Education & Experience Requirements

Three or more years of quota-carrying, full-cycle B2B sales experience
Demonstrated experience with prospecting, discovery, presentations, proposal development, negotiation, and closing
A background in selling direct mail, email, SMS, print services, marketing technology, customer communications, or related solutions is strongly preferred
Prior work experience working within a bank or credit union, or selling products or services to financial institutions, is preferred
Familiarity with financial institution marketing, operations, compliance, retail banking, deposit growth, or account holder engagement is beneficial
Bachelor’s degree preferred; equivalent professional experience will be considered

Ideal Candidate Profile

This role is well suited for an experienced salesperson who understands both the strategic and operational aspects of account holder communications. You are comfortable creating your own opportunities, navigating complex buying decisions, and helping financial institutions see how a coordinated communications approach can support stronger engagement and growth.

What We Offer

This is a fully remote, full-time opportunity with meaningful ownership of the sales process and the ability to help expand an important growth solution for ADVANTAGE. You’ll work with financial institution leaders, internal subject matter experts, and a collaborative sales and marketing team while building expertise in communications, technology, and account holder engagement.

We’re a diverse group of innovators, problem-solvers, and collaborators who value integrity, accountability, and transparency in every partnership—both with our clients and with each other. If you enjoy building relationships, creating opportunities, and helping clients solve meaningful business challenges, you’ll fit right in at ADVANTAGE.

Here are a few of the ways we support our team

     •   Health, Dental, and Vision Insurance – effective Day 1
     •   401(k) with Employer Contribution – eligible after 90 days
     •   Open Paid Time Off – we trust you to take the time you need
     •   Professional Growth Opportunities – ongoing learning and advancement
     •   Collaborative Culture – diverse, inclusive, and idea-driven

Join a team that values innovation, client success, and personal growth—where you’ll have the tools, technologies, and support to make an impact.

Apply Now

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