
201 - 500 employees
đ¸ Finance
đł Fintech
đŚ Banking
Finance ⢠Fintech ⢠Banking
Concord Servicing is a full-scope loan servicer that specializes in providing compliant, flexible, and scalable portfolio servicing solutions for loan originators, capital providers, and their customers across various asset classes. With over three decades of experience, Concord delivers award-winning financial technology and support, including consumer receivables servicing, multi-currency billing and payment processing, real-time access software, and collections services. The company serves clients globally, operating in the United States and Mexico, and is dedicated to unparalleled efficiency, accuracy, and flexibility in loan servicing.
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201 - 500 employees
đ¸ Finance
đł Fintech
đŚ Banking
Finance ⢠Fintech ⢠Banking
Concord Servicing is a full-scope loan servicer that specializes in providing compliant, flexible, and scalable portfolio servicing solutions for loan originators, capital providers, and their customers across various asset classes. With over three decades of experience, Concord delivers award-winning financial technology and support, including consumer receivables servicing, multi-currency billing and payment processing, real-time access software, and collections services. The company serves clients globally, operating in the United States and Mexico, and is dedicated to unparalleled efficiency, accuracy, and flexibility in loan servicing.
⢠Own the go-to-market stack end-to-end, including HubSpot, Clay, Apollo, Sendoso, Gong, and related tooling; decide architecture, build-versus-buy, and vendor selection. ⢠Set standards for data hygiene, lifecycle definitions, lead routing, signal routing, and trusted deal fields across three business units. ⢠Build and scale scoring models for ICP fit, client health, and engagement. ⢠Extend AI-agent workflows into research, enrichment, routing, and reporting. ⢠Maintain buyer personas and the account universe supporting outbound motions. ⢠Partner with marketing on top-of-funnel campaigns, outbound sales motion, target accounts, segments, asset classes, and supporting systems. ⢠Own ABM strategy, including account selection, tiering, scoring, and plays for priority accounts. ⢠Own data enrichment, prospect research, account and contact data, list builds, and campaign/sequence research. ⢠Own marketing-sourced revenue reporting, deal-level pipeline attribution, pipeline and funnel analytics, executive metrics, and win-loss governance. ⢠Produce monthly sponsor reviews, quarterly board decks, and weekly coverage, conversion, meeting, and SQL metrics. ⢠Set revenue-motion processes, qualification criteria, handoff SLAs, rules of engagement, stage definitions, cadence standards, and performance measurement. ⢠Lead change management when the operating model changes. ⢠Provide coverage, funnel, capacity, territory, and compensation inputs for annual and quarterly planning with Finance. ⢠Advise the CEO, CFO, Managing Directors, revenue leadership, and marketing leadership on operational performance and priorities. ⢠Lead the Revenue Operations Lead and analysts in the Mexico City operations center. ⢠Review work, teach the craft, hire and develop team members, and build a scalable operations bench. ⢠Own the GTM operations engine and set its direction while reporting directly to the CMO.
⢠7+ years in revenue, go-to-market, or sales operations, with demonstrated progression in scope and ownership. ⢠Hands-on ability to build scoring models, workflows, or routing logic in Clay, HubSpot, and an enrichment tool; recent demonstrable experience required. ⢠Experience putting AI into production in a go-to-market motion through agents, enrichment, or automation. ⢠Strong quantitative expertise in pipeline math, coverage ratios, funnel conversion, attribution logic, capacity modeling, and compensation modeling. ⢠Ability to interrogate and validate reports independently. ⢠Executive presence and credibility with CEOs, CFOs, Managing Directors, private equity sponsors, and boards; ability to defend numbers under scrutiny. ⢠Ability to lead lean onshore teams and junior nearshore analysts with clear direction, delegation, and tight feedback loops. ⢠Experience in B2B fintech, financial services, or a services-and-software business is a plus.
⢠Health Care Plan (Medical, Dental & Vision) ⢠Retirement Plan (401k, IRA) ⢠Life Insurance (Basic, Voluntary & AD&D) ⢠Paid Time Off (Vacation, Sick & Public Holidays) ⢠Family Leave (Maternity, Paternity) ⢠Short-Term & Long-Term Disability ⢠Wellness Resources
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