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Go-to-Market

Sales Account Executive

Role Information

Location:
Remote
Type:
Full-Time
Department:
Go-to-Market
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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
  • 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 new to new sales pipeline of opportunities focused on the Banking vertical
  • Generating leads and developing new accounts within the Banking vertical
  • CRM & Pipeline Management
  • Work directly with CFOs, Controllers, and senior finance leaders at banks
  • Leverage your network to build relationships and generate new leads
  • Partner with marketing on campaigns and industry webinars tailored to Bank and Credit Union audiences
  • 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%)
Experience:
  • 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.
Educational requirements:
  • 4-year undergraduate degree or equivalent experience (required)