Sales Director (Credit Unions) - Happy Money

About Happy Money

Happy Money is a consumer finance company that empowers people to achieve their goals through simple, transparent loans funded by trusted financial institutions. Through its proprietary lending platform, Hive, Happy Money delivers a fully digital experience that simplifies borrowing for consumers and helps credit unions, banks, and asset managers diversify balance sheets and scale with confidence.

Happy Money’s end-to-end loan origination and participation programs provide partners with turnkey access to high-performing assets, underpinned by disciplined credit expertise and robust risk management. Together with its lending partners, Happy Money has originated more than $7 billion in loans to help nearly 350,000 people take greater control of their financial futures.

Happy Money is a 100% fully distributed company.

About the Roles

We are hiring two Director of Sales roles that will drive revenue growth by acquiring and managing relationships with Credit Union customers in the West Coast and East Coast territories respectively, presenting tailored lending solutions, and meeting sales targets. This role will also collaborate with cross-functional teams to align go-to-market strategies, create impactful sales collateral, and optimize customer engagement. We’re looking for someone who has a proactive, solution-oriented mindset, strong collaboration and communication skills, and a track record of driving results.

Responsibilities

• Acquire and develop relationships with prospective and existing customers to understand their challenges and present lending solutions.
• Maintain and optimize relationships with clients, ensuring customer satisfaction and growing an existing book of business while identifying expansion opportunities.
• Meet and exceed sales targets by effectively managing sales activities and pipelines.
• Prepare and deliver compelling sales presentations demonstrating how lending solutions address partner challenges.
• Identify and target potential customers, developing a pipeline of leads through networking, referrals, and prospecting.
• Collaborate on and execute go-to-market strategy across product, sales, and finance.
• Deliver a unique, dependable, and consistent value proposition to position the B2B brand.
• Define the B2B buying journey, touchpoints, and collateral that impact the sales cycle and sales effectiveness.
• Collaborate on product collateral, including thought leadership papers, event plans, keynote messaging, quarterly reviews, and annual customer engagement events.
• Partner with product leadership to develop and optimize product features and pricing.
• Support planning and execution for new product launches as a key cross-functional stakeholder.
• Manage the building, scaling, and optimization of Credit Union programs for specific KPIs.
• Plan for approximately 25% travel throughout the year for partner meetings, events, and conferences.

About You

• 7+ years of experience in B2B Credit Union sales.
• Proven track record of closing credit union financial deals from prospecting through onboarding.
• Demonstrated commitment to exceeding goals and sales targets.
• Strong strategic and analytical thinker experienced in selling to C-Suite executives (CEO, CFO, CLO) at Credit Unions.
• In-depth understanding of Credit Union financials.
• Ability to tailor marketing and sales strategies to diverse buyer personas.
• Experience conceptualizing large-impact projects and developing milestone-driven plans.
• Exceptional writing, presentation, organizational, and interpersonal skills.
• Experience vetting and managing external vendors and agency partners.
• Proven ability to influence decision-making and collaborate across all organizational levels.

Benefits & Perks

• Comprehensive medical, dental, and vision insurance options.
• Annual sales incentive bonus based on individual and company performance.
• 401(k) plan with matching contribution.
• Generous PTO including sick leave, vacation, and volunteer time.
• 12 weeks of paid parental leave.
• Company-paid short-term and long-term disability and life insurance.
• Monthly tech stipend to cover remote work expenses.
• 100% fully distributed workforce.