MetaSource

Leading growth and digital transformation sales efforts in the public sector market. | Extensive experience in SLED sales, understanding of public sector operating environments, and proven ability to manage complex sales cycles. | Description: We are seeking a Business Development Director to lead growth across the Public Sector SLED market (State, Local, and Education) by helping government agencies and public institutions modernize operations through secure, scalable digital transformation solutions. This senior, consultative sales role is ideal for a proven hunter who thrives in complex, multi-stakeholder environments and understands how to sell mission-critical outcomes—not just technology. You will partner with state and local government agencies, municipalities, courts, and public education institutions to digitize processes, strengthen cybersecurity and risk management, reimagine the government workforce, replace legacy platforms, and maximize budget efficiency—ultimately enabling Public Sector organizations to better serve constituents, students, and communities in today’s digital-first environment. Target Pay Range: $100,000 to 135,000 + Commission Plan Responsibilities: • Own the full sales lifecycle from opportunity creation through contract execution, including discovery, solution design, proposal development, negotiation, and closing for public sector clients. • Drive revenue growth through a balanced focus on net-new client acquisition and expansion of existing government and education accounts, consistently meeting or exceeding assigned annual sales targets. • Proactively create demand within the SLED market through executive-level prospecting, professional networking, social selling, industry events, and targeted outreach to state, local, and education decision-makers. • Lead consultative discovery engagements to uncover operational inefficiencies, financial constraints, security risks, workforce challenges, and modernization priorities across agencies and institutions. • Position and clearly articulate solution value, including intelligent document capture, content services, workflow automation, and process transformation, aligned to agency missions, compliance requirements, and ROI. • Build, manage, and mature a large, diverse sales pipeline, ensuring consistent opportunity flow, accurate forecasting, and achievement of annual revenue and margin objectives. • Engage cross-functional internal teams to develop, coordinate, and execute winning digital transformation solutions for clients. • Develop, present, and negotiate tailored proposals and contracts that align with client requirements, procurement processes, funding cycles, and internal profitability expectations. • Establish and maintain trusted relationships with executive decision-makers, influencers, coaches, and champions across organizations to gain insight, navigate complexity, and drive successful outcomes. • Maintain accurate sales activity, pipeline, and forecast data using CRM tools (e.g., Salesforce), while actively participating in ongoing sales training and professional development focused on SLED markets. Requirements: • Proven SLED sales experience: 8+ years selling digital transformation, SaaS, or technology-enabled services to state, local, and education organizations, with a consistent record of meeting or exceeding quota. • Experience selling business process modernization technology and services to help clients achieve operational efficiency and transformation goals. • Strong ability to uncover public agency needs, articulate value, build ROI-based business cases, and navigate long, multi-stakeholder buying cycles and formal procurement processes. • Demonstrated success engaging CIOs, agency directors, superintendents, and other senior SLED leaders as trusted advisors and long-term partners. • Advanced skills in opportunity qualification, forecasting, proposal development, and negotiations. • Experience using CRM tools such as Salesforce or HubSpot. • Deep understanding of SLED operating environments, funding cycles, and compliance constraints, combined with accountability, adaptability, and persistence in complex sales environments Remote opportunities are only available in the following states (with preference in the Northeast): Arizona, Arkansas, Connecticut, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, Texas, Utah, Virginia, and Wisconsin. Employment is contingent upon completing and passing a drug screen, background and credit check. MetaSource is an equal opportunity employer.

Enter complex alphanumeric data accurately, prepare logs and reports, request necessary documentation, and label files for mortgage data processing. | High school diploma, accurate data entry skills, proficiency in Microsoft Office, up to one year of relevant experience, and ability to commute to Southlake, TX office. | Description The Mortgage Data Entry Clerk is responsible for entering diverse and often complex alphanumeric data into a computer system with accuracy and assist in completing verification procedures. • Fulltime: Monday - Thursday 8:00AM-5:00PM and Friday 8:00AM-1:00PM • Pay: $15.00-$17.00/hour (depending on experience) • Benefits: Full Time benefits eligible including Medical, Dental, Vision, Time Off, Wellness Program, Retirement, and more. Responsibilities • Enters complex alphanumeric data into the computer system from documents or records scheduled for processing. • Enters information regarding document tracking into the computer system. • Requests any necessary documentation required for the preparation of the data for entry. • Prepares any assigned logs or other data entry records required to calculate volumes, accuracy rates, deadlines, or status of documents remaining to be entered. • Properly labels or identifies all files or documents entered. • Generates required reports to complete appropriate distribution of the documents or files. • Performs all other duties as requested. Requirements • High school diploma or equivalent • Accurate data entry skills • Strong organizational ability • Proficiency with Microsoft Office, such as Microsoft Word, Microsoft Excel, and Microsoft Outlook • Up to one year of experience preferably in a bank or mortgage company or other related business • Must be able to generate a high volume of work and meet deadlines. • This is a Hybrid position, and you must be able to commute to the Southlake, TX office. Employment is contingent upon completing and passing a background check and drug test. MetaSource is an equal opportunity employer.

Lead and coordinate document retrieval and custody operations, manage team assignments, ensure document security and compliance, and provide client support. | High school diploma or GED, 0-2 years customer support experience, 3+ years mortgage leadership experience, strong knowledge of mortgage documents, and proficiency with Microsoft Office. | Description The Team Lead, Document Retrieval/ Document Custody is responsible for coordinating between the Mortgage Services department and various clients to ensure that client needs are being met. This position also assists with assigning and delegating work to employees within the department. The Client Services Operations Analyst also acts as a subject matter expert within their respective teams. Schedule: Monday-Thursday 8:00AM-5:00PM Friday 8:00AM-1:00PM In office position • Receives orders from customers and assist in sending orders to retrieval vendors • Receive, log, and organize incoming documents for storage. • Assigns work to Retrieval and Document Custody Specialists within the unit • Maintain accurate records of document locations and status. • Retrieve and deliver documents upon authorized request. • Identify types of mortgage related documents (i.e. mortgage, assignment, release, deeds, title policy, promissory note, etc.) • Ensure documents are stored securely and in compliance with retention policies. • Perform regular audits to verify document integrity and accuracy. • Scan and digitize physical documents as needed. • Assist with document destruction in accordance with retention schedules. • Collaborate with internal teams to support document-related needs. • Maintain confidentiality and data security at all times. • Responds to client questions regarding documents, projects, and processes • Develop relationships with customers and customer support teams • Participate in onboarding and ongoing calibration calls with customers and clients • Fulfill and respond to tactical, day-to-day needs of customers and provide frontline support to our customers typically through email and phone • De-escalate client issues and manage frustrated customers in a professional manner • Communicates with co-workers, management, clients and others in a courteous and professional manner • Complies with and adheres to MetaSource policies and procedures Competencies • To perform the job successfully, an individual should demonstrate the following competencies: • Customer/Client Focus– Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction • Flexibility and Time Management– Ability to budget time while keeping deadlines for assigned projects. Excellent in multitasking and handle different types of work at all times • Customer/Client Focus – Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction; ability to effectively work with customers and clients in a variety of circumstances, including de-escalation if required. • Collaboration– Able to professionally and effectively work with others to achieve goals • Organizational Skills– Keeps workspace clear of clutter; Prioritizes time effectively in order to make sure that all tasks are completed correctly in a timely manner and that proper follow-up is provided; Requirements • High School Diploma or GED; plus 0 to 2 years of previous customer or client support experience. Mortgage or banking experience preferred, but not required • Experience with Microsoft Office Suite of products including Word, Excel, Outlook, and Power Point • Effective time management, follow up, and follow through with minimal direction or oversight • High level of customer focus with desire to represent the company, our products, and services well • At least 3 years of Mortgage leadership experience - Team Lead or above • Strong knowledge of various types of mortgage related documents • Strong organizational, planning and communication skills • Strong interpersonal management skills • Ability to identify mortgage related documents Employment is contingent upon completing and passing a background check and drug test. MetaSource is an equal opportunity employer.

Lead and coordinate document retrieval and custody operations, manage team assignments, ensure document security and compliance, and provide client support. | High school diploma, 0-2 years customer support experience, 3+ years mortgage leadership experience, strong mortgage document knowledge, and proficiency with Microsoft Office. | Description The Team Lead, Document Retrieval/ Document Custody is responsible for coordinating between the Mortgage Services department and various clients to ensure that client needs are being met. This position also assists with assigning and delegating work to employees within the department. The Client Services Operations Analyst also acts as a subject matter expert within their respective teams. Schedule: Monday-Thursday 8:00AM-5:00PM Friday 8:00AM-1:00PM In office position • Receives orders from customers and assist in sending orders to retrieval vendors • Receive, log, and organize incoming documents for storage. • Assigns work to Retrieval and Document Custody Specialists within the unit • Maintain accurate records of document locations and status. • Retrieve and deliver documents upon authorized request. • Identify types of mortgage related documents (i.e. mortgage, assignment, release, deeds, title policy, promissory note, etc.) • Ensure documents are stored securely and in compliance with retention policies. • Perform regular audits to verify document integrity and accuracy. • Scan and digitize physical documents as needed. • Assist with document destruction in accordance with retention schedules. • Collaborate with internal teams to support document-related needs. • Maintain confidentiality and data security at all times. • Responds to client questions regarding documents, projects, and processes • Develop relationships with customers and customer support teams • Participate in onboarding and ongoing calibration calls with customers and clients • Fulfill and respond to tactical, day-to-day needs of customers and provide frontline support to our customers typically through email and phone • De-escalate client issues and manage frustrated customers in a professional manner • Communicates with co-workers, management, clients and others in a courteous and professional manner • Complies with and adheres to MetaSource policies and procedures Competencies • To perform the job successfully, an individual should demonstrate the following competencies: • Customer/Client Focus– Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction • Flexibility and Time Management– Ability to budget time while keeping deadlines for assigned projects. Excellent in multitasking and handle different types of work at all times • Customer/Client Focus – Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction; ability to effectively work with customers and clients in a variety of circumstances, including de-escalation if required. • Collaboration– Able to professionally and effectively work with others to achieve goals • Organizational Skills– Keeps workspace clear of clutter; Prioritizes time effectively in order to make sure that all tasks are completed correctly in a timely manner and that proper follow-up is provided; Requirements • High School Diploma or GED; plus 0 to 2 years of previous customer or client support experience. Mortgage or banking experience preferred, but not required • Experience with Microsoft Office Suite of products including Word, Excel, Outlook, and Power Point • Effective time management, follow up, and follow through with minimal direction or oversight • High level of customer focus with desire to represent the company, our products, and services well • At least 3 years of Mortgage leadership experience - Team Lead or above • Strong knowledge of various types of mortgage related documents • Strong organizational, planning and communication skills • Strong interpersonal management skills • Ability to identify mortgage related documents Employment is contingent upon completing and passing a background check and drug test. MetaSource is an equal opportunity employer.