Mortgage SaaS Account Executive

New
J
JobgetherMortgage SaaS
Work remotely from anywhere in the United States or Canada.Full-TimeMiddle
Salary not disclosed
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Job Details

Required Skills
SQLCRM

Requirements

  • Proven quota-carrying experience selling SaaS software to mortgage companies, mortgage servicers, or credit unions.
  • Demonstrated success managing complex enterprise sales cycles from discovery through close.
  • Experience navigating technical, information security, legal, and regulatory reviews.
  • Deep knowledge of the mortgage, credit union, or insurance industry and financial institutional challenges.
  • Strong consultative selling skills with the ability to position solutions around measurable customer value.
  • Exceptional written and verbal communication skills.
  • Ability to operate effectively in an early-stage or scaling GTM environment.
  • Strong organizational, pipeline management, presentation, negotiation, and relationship-building skills.
  • Proficiency with CRM, lead-management, and other modern sales technologies.
  • Ability to collaborate effectively with technical, product, legal, security, and operational stakeholders.

Responsibilities

  • Build and manage a strong enterprise sales pipeline through targeted phone, email, social media, industry networking, and other outbound channels.
  • Identify, engage, qualify, and close new business opportunities with mortgage lenders, mortgage servicers, and credit unions.
  • Lead consultative discovery conversations that focus on understanding customer challenges, operational workflows, and business objectives.
  • Own complex sales cycles involving technical scoping, information security, legal, regulatory, procurement, and other stakeholder reviews.
  • Guide prospective customers through pilots and proof-of-concept initiatives to maximize conversion into production contracts.
  • Develop tailored pricing packages and commercial proposals aligned with customer requirements.
  • Grow ARR within existing accounts by maintaining a deep understanding of customer needs and connecting those needs to product capabilities.
  • Contribute industry expertise and thought leadership through articles, posts, and industry events.
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