Sales Development Representative

About Loan Vision

Loan Vision is a PE-backed, high-growth technology company focused on providing loan-level

accounting software for the mortgage banking industry. Built on the Microsoft Dynamics platform and

hosted in Microsoft Azure, Loan Vision helps more than 270 customers reduce risk, streamline

manual processes, lower operating expense, and gain faster insight into profitability. We combine

purpose-built technology with the implementation approach and ongoing support customers need to

maximize their use of our software.

Position Summary

The Sales Development Representative is responsible for creating qualified new-to-new pipeline by

turning targeted outreach and marketing engagement into high-quality sales conversations. The role

focuses primarily on outbound prospecting, webinar follow-up, marketing campaigns, and older

Salesforce leads. You will research target accounts, engage CFOs, Controllers, and other senior

finance leaders at independent mortgage banks, credit unions, and banks, conduct initial

qualification, and schedule well-prepared meetings for Account Executives.

As your product knowledge and confidence grow, you will support Account Executives during

presentations, deliver selected portions of presentations, and eventually lead appropriate product

presentations independently. This role is designed to provide a development path toward an Account

Executive opportunity for strong performers who demonstrate consistent results, readiness, and

alignment with business needs.

Core Responsibilities

• Build and execute disciplined, multi-channel outbound prospecting using phone, email,

LinkedIn, and other approved sales tools.

• Target CFOs, Controllers, and other senior finance leaders at independent mortgage banks,

credit unions, and banks.

• Follow up quickly and thoughtfully with webinar attendees, marketing campaign engagement,

and older Salesforce leads.

• Research accounts and contacts to personalize outreach around relevant accounting,

financial management, profitability, and operational challenges.

• Conduct initial discovery and qualification to confirm fit, business need, key stakeholders,

timing, and a meaningful next step.

• Schedule high-quality meetings for Account Executives, provide complete context, and

ensure a clean handoff and timely follow-up.

• Maintain accurate, complete, and timely Salesforce records, including contact information,

lead source and campaign attribution, discovery notes, next steps, and opportunity progress.

• Collaborate with Account Executives and Marketing on messaging, outreach sequences,

webinars, campaigns, target lists, and market feedback.

• Build mortgage industry and Loan Vision product knowledge to support presentations, deliver

selected portions, and independently conduct appropriate presentations as readiness is

demonstrated.

• Meet or exceed defined expectations for outbound activity, appointments scheduled and

held, sales-qualified opportunities, sourced pipeline, and Salesforce hygiene.

• Share prospect feedback, recurring objections, competitive observations, and campaign

learnings with Sales and Marketing leadership.

What Success Looks Like

• Consistent activity and disciplined follow-up that create a steady flow of qualified sales

conversations.

• Quality over calendar volume: meetings are relevant, well-qualified, documented, and worth

the Account Executive's time.

• A measurable contribution to sales-qualified opportunities and new-to-new pipeline.

• Reliable Salesforce discipline, including accurate campaign attribution, clear notes, defined

next steps, and timely updates.

• Continuous growth in mortgage industry knowledge, discovery skills, product fluency, and

presentation capability.

Qualifications and Experience

• Previous experience in outbound B2B sales, business development, lead generation, or

prospecting is preferred.

• Experience in mortgage banking, fintech, SaaS, accounting, or financial software is a plus.

• A bachelor's degree is preferred; equivalent relevant education and experience will be

considered.

• Strong written and verbal communication skills, including confidence engaging senior finance

leaders by phone, email, and video.

• Experience with Salesforce and Microsoft Office applications is preferred.

• Strong organization, prioritization, time management, attention to detail, and follow-through.

• A self-directed approach and the ability to stay productive and accountable in a fully remote,

fast-paced environment.

• Curiosity, coachability, resilience, and resourcefulness.

• A positive attitude, low ego, and team-first approach.

Development Path

The Sales Development Representative will receive opportunities to deepen product and industry

knowledge, participate in discovery and presentations, and take on broader presentation

responsibility as proficiency grows. Progression toward an Account Executive role will be based on

consistent performance, demonstrated readiness, and the needs of the business.

Benefits

• Unlimited PTO

• Standard holidays

• Competitive health benefits

• 401(k) program

• Collaborative work atmosphere

• Experience working in a high-growth, PE-backed software company

• Strong professional growth opportunities

Additional Position Information

This is a full-time, fully remote position with minimal travel. The role reports to the VP of Sales.

Specific performance targets, incentive components, eligibility requirements, and payment terms are

established in the applicable sales compensation plan.