Mortgage SaaS Account Executive
Canopy Connect
Canopy Connect is the leading insurance infrastructure provider. Our 1-click solution enables mortgage lenders, servicers and credit unions to instantly and securely receive comprehensive insurance information from a borrower and make policy edits such as lienholder changes. Mortgage companies and credit unions can automate insurance verification for all of their products with:
- Savings of $20-$30 per loan and 30+ minutes of staff time
- Reducing hiring needs when rates drop
- Strengthened underwriting and instant access to Fannie requirements (settlement basis, effective date, etc)
- Access to undisclosed/missed liabilities and assets (2nd/3rd homes, car loans, etc)
- Streamlined QC, closing and servicing by refreshing insurance accounts on their schedule
- Ability to update mortgagee clauses via 3-click solution
- 91% coverage of the home insurance market; target 99% coverage by EOY
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.
What we're building
Every business that deals with insurance information has a tedious process of collecting it. They use long forms, phone calls and emails to collect the information they need to understand their prospects and customers. Canopy Connect is changing that. With our consumer consent-driven data model, an individual is able to instantly and securely share a copy of their insurance information with a business. Which means that our customers, business owners across America, can focus on the reasons they started their business in the first place, instead of spending so much time trying to collect the information they need to understand and onboard their customers.
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.
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.
Duties
- 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.
Our 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.
Our Core Values
- Be Worthy of Trust | We are building critical infrastructure that processes sensitive data. We earn trust every day by being transparent, honest and clear to all stakeholders.
- Find a Way | We seize opportunities and iterate quickly. We refuse to get blocked. We are relentlessly optimistic about possibilities. Tenacious and creative, we find a way.
- Own It | We are owners of the product and the company, and we own our successes as well as our failures. We value people who embody extreme ownership.
- Think “We” Not “I” | We prioritize the success of the team over individual contributions. The best decisions are made through triangulating the opinions of the team. Productive disagreement leads to good decisions. We don’t tolerate brilliant jerks.
- Raise the Bar| Our standard is to be the best in the world at what we do. We redefine excellence each day.
To protect the interests of all parties, Canopy Connect will not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to Canopy Connect will be considered Canopy Connect property. Canopy Connect will not pay a fee for any placement resulting from the receipt of an unsolicited resume. Canopy Connect will consider any candidate for whom an Agency has submitted an unsolicited resume to have been referred by the Agency free of any charges or fees.
Originally posted on Himalayas
SaaS Account Executive
TRAC Recruiting
We are seeking a SaaS Account Executive (REMOTE) for full time and direct hire role with one of our amazing software partners. This is a remote role for someone located in the United States.
Overview:
This role entails hunting and closing new customer businesses across a range of enterprise-level accounts. We need someone who thrives in a high-activity environment that can handle balancing outbound prospecting, strategic account mapping, and industry development to drive pipeline growth and new business opportunities. You should be able to effectively sell across a variety of industries and customer profiles with superior business acumen to navigate complex procurement processes and organizational structures. Their product is a mobile field inspections management platform for industries like water, gas and electric utilities, government and AEC (Architecture, Engineering and Construction).
Responsibilities:
- Own the entire sales cycle for new customers, from the initial prospecting and qualification to complex negotiations and contract close.
- Become a product expert to understand the product's technical workings and practical business application.
- Work closely with the marketing team to qualify inbound leads and represent the company at industry events.
- Have a positive interactive working relationship with Product Management and Product Engineering to resolve issues and to communicate customer needs for future product enhancements.
- Maintain up-to-date and accurate sales forecast on a weekly cadence.
- Successfully navigate customer procurement and legal processes for initial contracts.
- Use appropriate business acumen for all levels of the account, including the C-Suite.
- Seamlessly transition newly closed accounts to the Customer Success and Account Management team post-implementation for ongoing management and expansion.
- Work closely with the sales engineering team to achieve technical wins.
Requirements:
- At least 2+ years of experience working in SaaS software doing new logo sales and selling to companies with 500+ employees.
- Success closing SaaS opportunities of at least $50K+ ACV for initial contracts.
- Proven track record in SaaS sales with a history of consistently exceeding new logo revenue goals.
- Exceptional prospecting, discovery, and closing skills that are focused primarily on net-new revenue.
- Experience navigating complex procurement cycles, including legal, finance, and security reviews.
- Experience with selling to C-Suite individuals and selling across multiple constituents in a complex organizational structure.
- Experience working with Salesforce CRM is highly desired.
- Excellent negotiation and communication skills (written and verbal) both in-person and virtually.
- Detailed-oriented, well-organized, punctual, and able to keep up-to-date records on accounts and opportunities in Salesforce.
- Willing to travel up to 10%.
- Four-year college degree from an accredited institution.
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. You must be legally authorized to work in the United States without current or future sponsorship.
Originally posted on Himalayas