Remote Mortgage SaaS Account Executive

Canopy Connect, Inc.; Oakland (CA); Remote; USD 120,000 - 180,000; Full time

Benefits offered by this job

Healthcare

Equity

Time to Recharge

Remote Friendly

Friday Reimbursed Lunch

401K

Job summary

Canopy Connect, Inc. is seeking an ambitious Mortgage Account Executive to scale enterprise sales to mortgage lenders, servicers and credit unions. This remote role is open to candidates across the US/Canada, with a focus on quota-driven growth and strategic partnerships.

Youll drive end-to-end deals from discovery to close, leveraging a consultative selling approach and collaborating with product and success teams to expand ARR.

Qualifications

• Proven quota-carrying experience selling SaaS to mortgage companies or credit unions.
• Ability to lead customers from discovery to close in complex deals with reviews.
• Exceptional written and verbal communication skills.
• Demonstrated consultative sales process and relationship building.
• Deep industry knowledge in mortgage, credit union or insurance sectors.

Responsibilities

• Build pipeline through phone, email and social outreach.
• Convert prospects into customers via discovery, concise communications and pricing alignment.
• Expand ARR with existing customers through adoption and success.
• Prepare materials and strategy for sales meetings, scripts and demos as needed.
• Write thought leadership content to elevate brand and attend industry events.

Skills

Quota-carrying SaaS sales

Mortgage industry knowledge

Prospecting and closing

Excellent communication

Consultative selling

Tools

CRM tools

Lead Management

Sales software

Job description

Canopy Connect, Inc. is seeking an ambitious Mortgage Account Executive to scale enterprise sales to mortgage lenders, servicers and credit unions. This remote role is open to candidates across the US/Canada, with a focus on quota-driven growth and strategic partnerships.

Youll drive end-to-end deals from discovery to close, leveraging a consultative selling approach and collaborating with product and success teams to expand ARR.