Account Executive

Banyan Software is the best permanent home for software businesses that serve specialized industries, their employees, and their customers. We are on a mission to acquire, build, and grow great companies worldwide, helping them modernize through shared AI expertise and operational discipline. The Banyan Software Foundation, endowed with $100 million in Banyan stock, leverages technology to build a greener and more equitable world. Banyan is Great Place to Work Certified, a five-time Inc. 5000 honoree, and a top 10 company on the Deloitte Technology Fast 500. Founded in 2016 and headquartered in Atlanta, Banyan operates more than 100 portfolio companies across North America, the UK, EU, and APAC.

Loan Vision is a PE-backed (Banyan Software/Pacific Lake) high-growth tech firm focused on providing loan-level accounting software designed to serve the mortgage banking industry. Since launching in 2013, Loan Vision has helped reduce risk, streamline manual processes, and lower operating expenses for over 270 customers by combining a leading financial management solution with loan-level accounting. Loan Vision strives to help transform accounting departments across the mortgage industry, aiding them in reaching maximum efficiency and offering tools to give them better insight into their profitability. We believe every mortgage bank should have instant access to the financial information needed to make quick, strategic decisions.

Our superior technology resides on the Microsoft Dynamics platform and is hosted in Microsoft Azure. This combination has allowed Loan Vision to acquire over 270 mortgage banks as customers, including some of the top lenders in the nation. In June 2023, Loan Vision CEO/Founder Martin Kerr and Banyan Software appointed Paul J. Loftus to the CEO position to lead the next phase of hypergrowth. Loftus was named to the 2014 40 Under 40 Honoree list by CPA Practice Advisor and brings diverse experience spanning 16 years at ADP, Wolters Kluwer, and high-tech companies.

About the role

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. Your day-to-day will involve prospecting high-potential mortgage lenders, developing relationships with CFOs, Controllers, and other key decision-makers, and guiding them through the entire sales cycle. Your impact will directly drive the growth of Loan Vision, giving you the opportunity to achieve substantial earnings through a competitive compensation package and play a significant role in shaping the future of the mortgage finance industry.

Responsibilities

• Manage new-to-new sales pipeline of opportunities focused on the IMB and Credit Union verticals
• Generate leads and develop new accounts
• CRM & Pipeline Management
• Work directly with CFOs, Controllers, and senior finance leaders
• Leverage your network to build relationships and generate new leads
• Partner with marketing on campaigns and industry webinars
• Own CRM hygiene and accurate pipeline forecasting using Salesforce
• Coordinate with internal teams on pricing, proposals, and handoff to implementation
• Travel to conferences and client sites as needed (10–25%)

Requirements

• Highly organized
• Disciplined “Figure it out” DNA
• Thrives in a fast-paced environment
• Ability to handle multiple sales opportunities
• Confidence to try new things with vague or little direction
• Confidence to fail and keep trying
• Prioritization discernment
• Strong people skills
• Attention to detail, resourcefulness, and problem-solving skills
• Excellent written and verbal communication skills
• Good time management skills and ability to prioritize work
• Ability to travel and work remotely
• A good sense of humor
• Positive attitude
• Low ego

Qualifications

• 4-year undergraduate degree or equivalent experience (required)
• 1+ year of experience in B2B sales (ideally SaaS and/or FinTech), value-based solution sales, telemarketing, outbound sales, inbound sales, account management, or business development
• Experience in MS Office Suite, Word, Excel, PowerPoint, Outlook, and Salesforce
• Strong organizational skills, including prioritizing, time management, and ability to meet deadlines
• A level of comfort with selling into the Office of CFO
• Proven track record of success in a high volume/transactional sales environment

Benefits

• Unlimited PTO
• Standard Holidays
• Competitive health benefits
• 401k Program
• Collaborative work atmosphere
• Experience working in a high-growth PE-backed software company
• Unlimited professional growth opportunities

Pay

$150,000 OTE

Schedule

Remote with 10-15% travel