Mortgage SaaS Account Executive (Remote)

About the role

Mortgage Account Executives at Canopy Connect sell the company's Agency and API products to mortgage lenders, mortgage servicers and credit unions. Your role is to identify, engage and close new business opportunities.

Responsibilities

• Build pipeline through a combination of phone, email and social media outreach
• Convert prospects into customers through:
• Thoughtful discovery conversations with prospects that feel more like consulting and less like sales
• Responsive, articulate communications, especially in written form
• Hands on involvement with pilots to ensure conversion to production contracts
• Expand ARR with existing customers through:
• Hands-on involvement with production project success
• Deep understanding of customers needs and how Canopy Connect's existing and upcoming products meet those needs
• Create and seek approval from Canopy Connect management on pricing packages that meet prospect needs
• Write thought leadership pieces or posts to elevate Canopy Connect's brand
• Attend tradeshows to meet with prospects and industry partners

Requirements

• Proven quota-carrying experience selling SaaS software to mortgage companies or credit unions
• Demonstrated ability to lead customers from discovery to close in highly complex sales that involve technical scoping, infosec, legal and regulatory compliance reviews
• Exceptional written and verbal communication skills
• Demonstrated ability to run a consultative sales process
• Proficiency with sales tools (e.g. CRM, Lead Management, Software)
• Deep industry knowledge in the mortgage, credit union or insurance industry

Qualifications

• Proven quota-carrying experience selling SaaS software to mortgage companies or credit unions
• Demonstrated ability to lead customers from discovery to close in highly complex sales that involve technical scoping, infosec, legal and regulatory compliance reviews
• Exceptional written and verbal communication skills
• Demonstrated ability to run a consultative sales process
• Proficiency with sales tools (e.g. CRM, Lead Management, Software)
• Deep industry knowledge in the mortgage, credit union or insurance industry

Skills

• Programming experience in any language
• Experience with SQL databases

Benefits

• Healthcare: Company-sponsored health, dental and vision insurance for employees and dependents
• Equity: Generous equity grants
• Time to Recharge: Unlimited paid time off
• Remote Friendly: Fully distributed team with a $1,000 stipend for a home office
• Friday Reimbursed Lunch: Order lunch on Fridays, and we'll cover it!
• 401K: 3.5% match