Upcoming webinars, trainings, and conferences  click here
Go-to-Market

Account Executive

Role Information

Location:
Remote
Type:
Full-Time
Department:
Go-to-Market
Apply Now
Description

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 not only achieve substantial earnings through a competitive compensation package but also play a significant role in shaping the future of the mortgage finance industry.

Skills:
  • Highly organized
  • Disciplined
  • “Figure it out” DNA
  • Proficient in PowerPoint, Excel and MO
  • 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
Responsibilities:
  • Manage multiple pipelines of opportunities that include but are not limited to:
    • New to Existing Customer Sales
    • Upgrade (On-Premises to Cloud) Sales
    • New to New Sales
  • Generating leads and developing new accounts within targeted vertical
  • CRM & Pipeline Management
Experience:
  • Preferred one year of experience in B2B sales, value-based solution sales, telemarketing, outbound sales, inbound sales, account management, or business development in a high-tech or SaaS industry.
  • Experience in MS Office Suite, Word, Excel, MS 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.
Educational requirements:
  • 4-year undergraduate degree or equivalent experience (required)