This is a fully remote position, open to applicants in United States, +1 more country.

📋 Description

• Develop and enhance enterprise sales operations and partnerships with national and regional mortgage lenders, mortgage servicers, and credit unions.

• Discover, engage, and finalize new business opportunities.

• Market Canopy Connect’s Agency and API products.

• Generate a sales pipeline through outreach via phone, email, and social media.

• Conduct consultative discovery discussions with potential clients.

• Communicate promptly and clearly, particularly in writing.

• Guide pilots through the transition to production contracts.

• Create pricing models and seek management endorsement.

• Increase annual recurring revenue (ARR) with current clients through successful project execution and a deep understanding of customer needs.

• Prepare agendas, scripts, presentations, and demos for sales meetings.

• Author thought leadership articles or posts.

• Participate in tradeshows to connect with prospects and industry partners.

⛳️ Requirements

• Demonstrated experience in achieving sales quotas while selling SaaS software to mortgage companies or credit unions.

• Capability to guide clients from initial discovery to closing in complex sales that involve technical scoping, infosec, legal, and regulatory compliance assessments.

• Outstanding written and verbal communication abilities.

• Proficiency in managing a consultative sales approach.

• Familiarity with sales tools, including CRM and lead management software.

• Extensive industry knowledge in the mortgage, credit union, or insurance sectors.

• Expertise in early-stage go-to-market (GTM) strategies.

• Programming experience in any language and familiarity with SQL databases is a plus.