Sales Development Representative

This is a fully remote position, open to applicants in United States.

📋 Description

• Take ownership of the entire sales cycle, from prospecting to closing, for new MCP Essentials and Enterprise opportunities.

• Develop and sustain a robust pipeline of new business opportunities across banks, credit unions, IMBs, and mortgage lenders.

• Establish trusted advisor relationships with executive, operational, and technical stakeholders.

• Conduct discovery sessions to identify customer pain points, operational workflows, compliance requirements, and strategic objectives.

• Present Mortgage Cadence solutions by articulating both technical features and business outcomes clearly.

• Lead and assist in customized product demonstrations, workshops, and solution presentations in collaboration with Solutions Strategists and technical teams.

• Manage intricate enterprise sales cycles that involve multiple stakeholders and long-term strategic account planning.

• Act as the primary contact for solution-related discussions throughout the sales process.

• Collaborate with internal teams to create customized solution strategies that meet lenders' operational and regulatory needs.

• Assist in Proof-of-Concept (POC), pilot, and evaluation engagements with prospective clients.

• Maintain a comprehensive understanding of MCP Essentials, MCP Enterprise, mortgage workflows, integrations, APIs, and AI-powered automation capabilities.

• Effectively convey the value of Agentic AI features, workflow automation, and operational efficiencies to both business and technical audiences.

• Stay informed about the mortgage technology ecosystem, LOS platforms, regulatory trends, and competitive landscape.

• Represent Mortgage Cadence at industry conferences, trade shows, and customer events, including MBA and regional mortgage industry gatherings.

• Utilize existing industry relationships and partnerships to generate leads and enhance market visibility.

• Provide market feedback, customer insights, and competitive intelligence to Product, Marketing, and Leadership teams.

• Accurately track pipeline activity, opportunity progression, forecasting, and CRM updates.

• Develop strategic account plans and maintain oversight of sales performance and revenue expectations.

• Collaborate across departments with Implementation, Customer Success, Product, and Marketing teams to facilitate customer acquisition and long-term success.

⛳️ Requirements

• A minimum of 5 years of experience in enterprise software sales, presales engineering, solutions consulting, or customer-facing roles within mortgage technology, fintech, or related sectors.

• Strong understanding of the mortgage production lifecycle, including origination, processing, underwriting, closing, and post-closing.

• Proven experience managing complex, multi-stakeholder enterprise sales cycles with financial institutions or mortgage lenders.

• A successful track record of closing large enterprise software deals and effectively managing lengthy sales cycles.

• An established network within the mortgage origination ecosystem, including lenders, consultants, technology partners, and industry organizations.

• Ability to engage and communicate effectively with both executive leadership and technical stakeholders.

• Excellent presentation, communication, negotiation, and relationship management skills.

• Experience working with banks, credit unions, IMBs, or other regulated financial institutions.

• Familiarity with CRM management, pipeline forecasting, and strategic account planning.

• Willingness to travel as necessary for client meetings, conferences, and industry events.

• Direct experience with Loan Origination Systems (LOS), mortgage technology platforms, POS systems, PPE solutions, CRM tools, eClose platforms, or related technologies.

• Experience supporting technical product demonstrations, workshops, or POC engagements.

• Familiarity with cloud-based platforms, APIs, integrations, and AI-driven automation solutions.

• Understanding of mortgage compliance, regulatory workflows, and vendor review processes within financial institutions.

• Active participation in mortgage banking or financial services industry organizations such as MBA, CUNA, or NAFCU.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health, dental, and vision insurance.

• Opportunities for professional development and career advancement.

• Flexible work environment and work-life balance initiatives.

• Access to cutting-edge technology and tools to enhance productivity.