Wholesale Mortgage AI Sales Executive (Remote)

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, 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