Mortgage SaaS Account Executive

Accountabilities:

• • 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 rather than relying on transactional sales tactics.
  • 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, taking a hands-on approach to maximize conversion into production contracts.
  • Develop tailored pricing packages and commercial proposals aligned with customer requirements and secure the necessary internal approvals.
  • Prepare comprehensive sales meeting strategies, including agendas, presentations, demos, scripts, and supporting materials.
  • Grow ARR within existing accounts by maintaining a deep understanding of customer needs and connecting those needs to current and upcoming product capabilities.
  • Partner closely with customers throughout production projects to support successful adoption, retention, and expansion.
  • Contribute industry expertise and thought leadership through articles, posts, events, and other content that strengthens market positioning.
  • Attend trade shows, industry events, and networking opportunities to develop relationships with prospects and strategic partners.
  • Operate with strong ownership, transparency, creativity, and collaboration in a distributed, fast-paced environment.

  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, including technical, information security, legal, and regulatory reviews.
  • Deep knowledge of the mortgage, credit union, or insurance industry and a strong understanding of the challenges facing financial institutions that manage insurance information.
  • Strong consultative selling skills with the ability to uncover business needs, establish credibility, and position solutions around measurable customer value.
  • Exceptional written and verbal communication skills, with particular strength in clear, persuasive, and responsive written communication.
  • Ability to operate effectively in an early-stage or scaling GTM environment where priorities evolve and individuals are expected to take significant ownership.
  • 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.
  • Highly proactive, resourceful, and tenacious approach, with a willingness to find creative solutions and move opportunities forward.
  • A collaborative mindset focused on team success, constructive disagreement, continuous improvement, and high standards of execution.
  • Bonus: Programming experience in any language and familiarity with SQL databases.

  Benefits

  • Healthcare: Company-sponsored health, dental, and vision insurance for employees and dependents.
  • Equity: Generous equity grants, giving employees an opportunity to share in the company’s success.
  • Unlimited PTO: Flexible paid time off designed to help you recharge and maintain sustainable performance.
  • Fully Remote: Work remotely from anywhere in the United States or Canada.
  • Home Office Stipend: $1,000 to create a comfortable and personalized home working environment.
  • Friday Lunch: Friday lunch expenses are reimbursed.
  • 401(k): Employer match of 3.5%.