Account Executive

Loan Vision is a PE backed (Banyan Software/Pacific Lake) high growth tech firm focused on

providing loan-level accounting software designed to serve the mortgage banking industry.

Since launching at the MBA Technology Solutions Conference and Expo in 2013, Loan Vision

has helped reduce risk, streamline manual process, and lower operating expense for over 270

customers by combining a leading financial management solution with loan level accounting.

Loan Vision strives to help transform accounting departments across the mortgage industry,

aiding them in reaching maximum efficiency and offering tools to give them better insight into

their profitability. We believe that every mortgage bank should have instant access to the

financial information needed to make quick, strategic decisions and pride ourselves on

providing, not only just the right tools, but also the right implementation approach and ongoing

support to allow customers to maximize their use of our software.

For more information, please visit: www.loan-vision.com

Our superior technology resides on the Microsoft Dynamics

platform and is hosted in Microsoft Azure. This combination has quickly allowed Loan Vision to

acquire over 270 mortgage banks as customers, including some of the top lenders in the nation.

In June of 2023, Loan Vision CEO/Founder Martin Kerr and Banyan Software appointed Paul J.

Loftus to the CEO position to lead the next phase of hypergrowth. Having spent the majority of

his career in technology and serving the accounting profession, Loftus was named to the 2014

40 Under 40 Honoree list by CPA Practice Advisor. His diverse experience spans 16 years at

ADP directing go-to-market strategies, launching new tax and accounting cloud technology at

Wolters Kluwer, and occupying the Chief Revenue Officer role at high-tech companies has

uniquely positioned him to lead Loan Vision’s next phase of growth.

Position Summary

As a Sales Account Executive at Loan Vision, you will be at the forefront of expanding our client

base within the mortgage banking and financial services sector. This role demands a highly

driven and consultative sales professional who can proactively engage with prospects,

understand their specific accounting and financial management challenges, and position Loan

Vision as the optimal solution. Your day-to-day will involve prospecting high-potential mortgage

lenders, developing relationships with CFOs, Controllers, and other key decision-makers, and

guiding them through the entire sales cycle.

Your impact will directly drive the growth of Loan Vision, giving you the opportunity to not only

achieve substantial earnings through a competitive compensation package but also play a

significant role in shaping the future of the mortgage finance industry.

Requirements

Highly organized

Disciplined

“Figure it out” DNA

Thrives in a fast-paced environment

Ability to handle multiple sales opportunities

Confidence to try new things with vague or little direction

Confidence to fail and keep trying

Prioritization discernment

Strong People skills

Attention to detail, resourcefulness, and problem-solving skills

Excellent written and verbal communication skills

Good time management skills and ability to prioritize work

Ability to travel and work remotely

A good sense of humor

Positive attitude

Low ego

Responsibilities

Manage new to new sales pipeline of opportunities focused on the IMB and Credit Union

verticals

Generating leads and developing new accounts

CRM & Pipeline Management

Work directly with CFOs, Controllers, and senior finance leaders

Leverage your network to build relationships and generate new leads

Partner with marketing on campaigns and industry webinars

Own CRM hygiene and accurate pipeline forecasting using Salesforce

Coordinate with internal teams on pricing, proposals, and handoff to implementation

Travel to conferences and client sites as needed (10–25%)

Benefits

Unlimited PTO

Standard Holidays

Competitive health benefits

401k Program

Collaborative work atmosphere

Experience working in a high growth PE backed software company

Unlimited professional growth opportunities

Industry

Computer Software

Management Consulting

Employment Type

Full-time

Job Functions

New to New, SaaS Software Sales, Prospecting, Account Management,

Salary: $150,000 OTE

Schedule:

Remote

10-15% Travel

Education &Experience:

4-year undergraduate degree or equivalent experience (required)

1+ year of experience in B2B sales (ideally SaaS and/or FinTech), value-based solution

sales, telemarketing, outbound sales, inbound sales, account management, or business

development.

Experience in MS Office Suite, Word, Excel, Powerpoint, Outlook, and Salesforce.

Strong organizational skills, including prioritizing, time management, and ability to meet

deadlines.

A level of comfort with selling into the Office of CFO

Proven track record of success in a high volume/transactional sales environment.