B
Account Executive
Banyan SoftwareSoftware Portfolio company
United States$150,000 OTEMid
Saltoun Capital Partners
Norwest
Rock Creek Capital
Sales & Account Management
About the role
TL;DR
Expand client base in mortgage banking and financial services.
- •As a Sales Account Executive at Loan Vision, you will be at the forefront of expanding our client base within the mortgage banking and financial services sector.
- •This role demands a highly driven and consultative sales professional who can proactively engage with prospects, understand their specific accounting and financial management challenges, and position Loan Vision as the optimal solution.
- •Key Responsibilities Manage new to new sales pipeline of opportunities focused on the IMB and Credit Union verticals.
- •Generating leads and developing new accounts.
- •CRM & Pipeline Management.
- •Work directly with CFOs, Controllers, and senior finance leaders.
- •Coordinate with internal teams on pricing, proposals, and handoff to implementation.
- •Requirements Highly organized and disciplined with a "figure it out" DNA.
- •Ability to handle multiple sales opportunities in a fast-paced environment.
- •Strong people skills, attention to detail, resourcefulness, and problem-solving skills.
- •Excellent written and verbal communication skills and good time management.
- •Ability to travel and work remotely.
Required skills
SalesforceExcelPowerPointSalesAccount ManagementLead GenerationPipeline Management
Nice-to-have skills
Business Development
Domain expertise
fintech
Benefits & perks
Unlimited PTO, Standard Holidays, Competitive health benefits, 401k Program
Tech stack
SalesforceExcelPowerPoint