Mortgage SaaS Account Executive (Remote)

Canopy Connect; Oakland (CA); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Healthcare

Equity

Unlimited PTO

Remote stipend

Friday lunch

401K match

Job summary

Canopy Connect is seeking an experienced Account Executive to scale enterprise sales of Agency and API products to mortgage lenders, servicers and credit unions. You will identify, engage, and close new business opportunities from a remote location across the US and Canada.

The ideal candidate has proven quota-carrying SaaS sales experience in the mortgage or credit union space, with strong communication and a consultative selling style.

Qualifications

• Quota-carrying experience selling SaaS to mortgage companies or credit unions.
• Ability to lead customers from discovery to close with technical reviews (infosec, legal, compliance).
• Exceptional written and verbal communication skills.
• Demonstrated consultative sales process experience.
• Proficiency with sales tools (CRM, Lead Management, Software).

Responsibilities

• Build pipeline through phone, email and social outreach.
• Convert prospects into customers with consultative discovery and clear communications.
• Lead pilots to ensure conversion to production contracts.
• Create pricing strategy proposals for prospects and management approval.
• Expand ARR by delivering value through existing customer engagements.
• Prepare meetings with agendas, scripts and demos as needed.
• Write thought leadership content and participate in industry events.

Skills

Quota carrying

SaaS sales

Mortgage market knowledge

Communication

CRM proficiency

Tools

CRM

Lead management tools

Sales software

Job description

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.