Account Executive

Surge; United States; Remote; USD 300,000 - 350,000; Full time

Benefits offered by this job

401(k)

Health, dental, and vision insurance

Unlimited PTO

Fully remote team

Job summary

Surge is an AI-first software and data company serving the wholesale mortgage lending space. We run Partner360, a partner relationship management platform, built on proprietary mortgage-industry data.

We are hiring an Account Executive with real mortgage industry depth to own new business. This is a seat for someone who understands how wholesale lenders and their third party originators operate and can speak credibly to operations and compliance leaders, with a strong track record of meeting a

Qualifications

• 5+ years of B2B sales experience, with meaningful time selling into the mortgage industry.
• Deep understanding of wholesale lending, third party origination, or mortgage compliance.
• A track record of carrying and beating a quota.
• Experience selling software or data products strongly preferred.
• Comfortable selling to operations, compliance, and executive buyers.
• Highly organized, with disciplined pipeline and forecast habits.
• A real appetite for AI tools and modern selling workflows.

Responsibilities

• Own a pipeline of wholesale lenders and mortgage originators from first conversation to close.
• Run discovery that gets to the real operational and compliance pain, not just the surface ask.
• Build and deliver demos and proposals that connect Surge to the buyer's business.
• Hit and exceed quarterly and annual sales targets.
• Be the person in the room who understands the customer's world: wholesale, TPO, licensing, and compliance.
• Translate how a lender runs its business into a clear case for Surge.
• Bring market intelligence back to product and leadership.
• Partner with implementation and product so what you sell can be delivered.
• Work with leadership on pricing, terms, and deal structure.
• Keep clean records of pipeline, forecast, and activity.

Skills

B2B sales

Mortgage industry depth

Quota attainment

Forecasting discipline

AI tools interest

Relationship building

Job description

Surge is an AI-first software and data company serving the wholesale mortgage lending space. We run Partner360, a partner relationship management platform with a ten-year production history and a six-year zero-outage record, built on proprietary mortgage-industry data that nobody else can assemble. We recently entered a new chapter under new ownership, and we are building the team that takes us through our next phase of growth.

We are hiring an Account Executive with real mortgage industry depth to own new business. This is a seat for someone who knows how wholesale lenders and their third party originators actually operate, can speak credibly to operations and compliance leaders, and can carry a number. You will become a core member of our sales team, with room to shape how we sell.

What You Will Own

New Business

• Own a pipeline of wholesale lenders and mortgage originators from first conversation to close
• Run discovery that gets to the real operational and compliance pain, not just the surface ask
• Build and deliver demos and proposals that connect Surge to the buyer's business
• Hit and exceed quarterly and annual sales targets

Mortgage Credibility

• Be the person in the room who understands the customer's world: wholesale, TPO, licensing, and compliance
• Translate how a lender runs its business into a clear case for Surge
• Bring market intelligence back to product and leadership

Cross-Functional Work

• Partner with implementation and product so what you sell can be delivered
• Work with leadership on pricing, terms, and deal structure
• Keep clean records of pipeline, forecast, and activity

What We Are Looking For

• 5+ years of B2B sales experience, with meaningful time selling into the mortgage industry
• Deep understanding of wholesale lending, third party origination, or mortgage compliance
• A track record of carrying and beating a quota
• Experience selling software or data products strongly preferred
• Comfortable selling to operations, compliance, and executive buyers
• Highly organized, with disciplined pipeline and forecast habits
• A real appetite for AI tools and modern selling workflows

Who You Are

• A closer who also plays the long game on relationships
• Credible with mortgage professionals because you have lived in their world
• Comfortable building the playbook where little exists yet
• Direct, responsive, and trusted by the people you sell to
• Curious about the product and the industry, not just the deal

Compensation and Benefits

• Target on-target earnings of $300,000 to $350,000, split roughly evenly between base salary and variable commission (final structure based on experience)
• 401(k)
• Health, dental, and vision insurance
• Unlimited PTO
• Fully remote team

Work Location

Remote, United States.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, disability, sexual orientation, national origin, or any other category protected by law.