Mortgage SaaS Account Executive
New
C
Canopy ConnectInsurance Infrastructure SaaS
You can be located anywhere in the US or CanadaFull-TimeMiddle
Salary not disclosed
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Job Details
- Required Skills
- SQLSalesforceCRM
Requirements
- Proven quota-carrying experience selling SaaS software to mortgage companies or credit unions.
- Demonstrated ability to lead customers from discovery to close in complex sales cycles.
- Experience navigating technical scoping, infosec, legal, and regulatory compliance reviews.
- Exceptional written and verbal communication skills.
- Demonstrated ability to run a consultative sales process.
- Proficiency with sales tools such as CRM and lead management platforms.
- Deep industry knowledge in the mortgage, credit union, or insurance sector.
- Bonus: Programming experience in any language.
- Bonus: Experience with SQL databases.
Responsibilities
- Build a sales pipeline through strategic outreach including phone, email, and social media.
- Conduct consultative discovery conversations to identify prospect needs.
- Manage the end-to-end sales process from initial contact through closing.
- Coordinate and support pilot programs to ensure successful conversion to production contracts.
- Develop custom pricing packages and seek internal management approval.
- Expand Annual Recurring Revenue (ARR) within the existing customer base through project success.
- Prepare sales strategies, demos, and presentation materials for meetings.
- Author thought leadership content to support brand awareness.
- Attend industry tradeshows to engage with partners and prospects.
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