Account Executive

Banyan Software is the best permanent home for software businesses that serve specialized industries, their employees, and their customers. We are on a mission to acquire, build, and grow great companies worldwide, helping them modernize through shared AI expertise and operational discipline. The Banyan Software Foundation, endowed with $100 million in Banyan stock, leverages technology to build a greener and more equitable world. Banyan is Great Place to Work Certified, a five-time Inc. 5000 honoree, and a top 10 company on the Deloitte Technology Fast 500. Founded in 2016 and headquartered in Atlanta, Banyan operates more than 100 portfolio companies across North America, the UK, EU, and APAC.

Loan Vision is a PE backed (Banyan Software/Pacific Lake) high growth tech firm focused onproviding loan-level accounting software designed to serve the mortgage banking industry.Since launching at the MBA Technology Solutions Conference and Expo in 2013, Loan Visionhas helped reduce risk, streamline manual process, and lower operating expense for over 270customers 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 intotheir profitability. We believe that every mortgage bank should have instant access to thefinancial information needed to make quick, strategic decisions and pride ourselves onproviding, not only just the right tools, but also the right implementation approach and ongoingsupport 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 Dynamicsplatform and is hosted in Microsoft Azure. This combination has quickly allowed Loan Vision toacquire 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 ofhis career in technology and serving the accounting profession, Loftus was named to the 201440 Under 40 Honoree list by CPA Practice Advisor. His diverse experience spans 16 years atADP directing go-to-market strategies, launching new tax and accounting cloud technology atWolters Kluwer, and occupying the Chief Revenue Officer role at high-tech companies hasuniquely 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 clientbase within the mortgage banking and financial services sector. This role demands a highlydriven and consultative sales professional who can proactively engage with prospects,understand their specific accounting and financial management challenges, and position LoanVision as the optimal solution. Your day-to-day will involve prospecting high-potential mortgagelenders, developing relationships with CFOs, Controllers, and other key decision-makers, andguiding them through the entire sales cycle.

Your impact will directly drive the growth of Loan Vision, giving you the opportunity to not onlyachieve substantial earnings through a competitive compensation package but also play asignificant role in shaping the future of the mortgage finance industry.

Requirements

Highly organizedDisciplined“Figure it out” DNAThrives in a fast-paced environmentAbility to handle multiple sales opportunitiesConfidence to try new things with vague or little directionConfidence to fail and keep tryingPrioritization discernmentStrong People skillsAttention to detail, resourcefulness, and problem-solving skillsExcellent written and verbal communication skillsGood time management skills and ability to prioritize workAbility to travel and work remotelyA good sense of humorPositive attitudeLow ego

Responsibilities

Manage new to new sales pipeline of opportunities focused on the IMB and Credit UnionverticalsGenerating leads and developing new accountsCRM & Pipeline ManagementWork directly with CFOs, Controllers, and senior finance leadersLeverage your network to build relationships and generate new leadsPartner with marketing on campaigns and industry webinarsOwn CRM hygiene and accurate pipeline forecasting using SalesforceCoordinate with internal teams on pricing, proposals, and handoff to implementationTravel to conferences and client sites as needed (10–25%)

Benefits

Unlimited PTOStandard HolidaysCompetitive health benefits401k ProgramCollaborative work atmosphereExperience working in a high growth PE backed software companyUnlimited professional growth opportunities

Industry

Computer SoftwareManagement ConsultingEmployment TypeFull-time

Job Functions

New to New, SaaS Software Sales, Prospecting, Account Management,Salary: $150,000 OTE

Schedule:Remote10-15% 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 solutionsales, telemarketing, outbound sales, inbound sales, account management, or businessdevelopment.Experience in MS Office Suite, Word, Excel, Powerpoint, Outlook, and Salesforce.Strong organizational skills, including prioritizing, time management, and ability to meetdeadlines.A level of comfort with selling into the Office of CFOProven track record of success in a high volume/transactional sales environment.Diversity, Equity, Inclusion & Equal Employment Opportunity at Banyan: Banyan affirms that inequality is detrimental to our Global Teams, associates, our Operating Companies, and the communities we serve. As a collective, our goal is to impact lasting change through our actions. Together, we unite for equality and equity. Banyan is committed to equal employment opportunities regardless of any protected characteristic, including race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, or protected veteran status and will not discriminate against anyone on the basis of a disability. We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, and job performance.

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