Mortgage SaaS Account Executive
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Job Description
Mortgage SaaS Account Executive selling Canopy Connect’s insurance data products to lenders, servicers and credit unions. Building pipeline, closing enterprise deals and expanding customer ARR.
Responsibilities:
- Build and scale enterprise sales operations and partnerships with national and regional mortgage lenders, mortgage servicers and credit unions
- Identify, engage and close new business opportunities
- Sell Canopy Connect’s Agency and API products
- Build pipeline through phone, email and social media outreach
- Conduct consultative discovery conversations with prospects
- Communicate responsively and articulately, especially in writing
- Lead pilots through conversion to production contracts
- Create pricing packages and seek management approval
- Expand ARR with existing customers through production project success and understanding customer needs
- Prepare agendas, scripts, presentations and demos for sales meetings
- Write thought leadership pieces or posts
- Attend tradeshows to meet prospects and industry partners
Requirements:
- Proven quota-carrying experience selling SaaS software to mortgage companies or credit unions
- Ability to lead customers from discovery to close in complex sales involving technical scoping, infosec, legal and regulatory compliance reviews
- Exceptional written and verbal communication skills
- Ability to run a consultative sales process
- Proficiency with sales tools, including CRM and lead management software
- Deep industry knowledge in the mortgage, credit union or insurance industry
- Early-stage GTM expertise
- Programming experience in any language and experience with SQL databases (bonus)
Benefits:
- Company-sponsored health, dental and vision insurance for employees and dependents
- Generous equity grants
- Unlimited paid time off
- Fully distributed remote work
- $1,000 stipend for a personalized home office
- Friday lunch reimbursement
- 401K with a 3.5% match
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