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
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