[Hiring] Mortgage SaaS Account Executive @Canopy Connect

Role Description

In this role, you'll build and scale our enterprise sales operations and partnerships with national and regional mortgage lenders, mortgage servicers, and credit unions. This role is remote, and you can be located anywhere in the US or Canada. The ideal candidate is an early-stage GTM expert with proven quota-carrying experience selling SaaS software to mortgage companies and credit unions.

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.

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.

Bonus: Programming experience in any language and experience with SQL databases.

Requirements

• 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.
  • Creating and seeking approval from Canopy Connect management on pricing packages that meet prospect needs.
• 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.
• Prepare all materials and strategy for sales meetings that includes agendas, scripts, presentation materials, and demos (as required).
• Write thought leadership pieces or posts to elevate Canopy Connect’s brand.
• Attend tradeshows to meet with prospects and industry partners.

Benefits

• Healthcare: We offer company-sponsored health, dental, and vision insurance for employees and dependents.
• Equity: We are a team of owners and we provide our team with generous equity grants.
• Time to Recharge: We offer unlimited paid time off. Unplug, recharge, and come back refreshed.
• Remote Friendly: We are a fully distributed team. We all work remotely. We offer a $1,000 stipend to equip you with a home office that is comfortable and personalized to your needs.
• Friday Reimbursed Lunch: Order lunch on Fridays, and we'll cover it!
• 401K: We offer a 3.5% match.