Mortgage SaaS Account Executive

🕒 August 26

🌐 United States, Canada – Remote

🇺🇸 United States – Remote 🇨🇦 Canada – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

👻 Ghost score 30%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Canopy Connect

WebsiteLinkedInAll Job Openings

11 - 50 employees

🛡️ Insurance

☁️ SaaS

🔌 API

💰 Seed Round on 2020-06

Insurance • SaaS • API

Canopy Connect is a company that provides a data intake platform specifically designed for insurance verification and monitoring. The company's platform helps insurance agencies collect verified and detailed insurance information quickly and efficiently, improving the quote-building process. Canopy Connect offers an API that provides access to fully structured insurance data, enabling integration with various software systems such as raters, CRMs, and AMS. The platform is widely used by insurance agencies, networks, insurtechs, and other organizations in the insurance ecosystem to streamline operations and enhance the customer experience. The company emphasizes security and compliance, with end-to-end encryption and SOC II Type 2 Certification.

📋 Description

• Build and scale enterprise sales operations and partnerships with national and regional mortgage lenders, mortgage servicers and credit unions • Identify, engage and close new business opportunities • Sell Canopy Connect’s Agency and API products • Build pipeline through phone, email and social media outreach • Conduct consultative discovery conversations with prospects • Communicate responsively and articulately, especially in writing • Lead pilots through conversion to production contracts • Create pricing packages and seek management approval • Expand ARR with existing customers through production project success and understanding customer needs • Prepare agendas, scripts, presentations and demos for sales meetings • Write thought leadership pieces or posts • Attend tradeshows to meet prospects and industry partners

🎯 Requirements

• Proven quota-carrying experience selling SaaS software to mortgage companies or credit unions • Ability to lead customers from discovery to close in complex sales involving technical scoping, infosec, legal and regulatory compliance reviews • Exceptional written and verbal communication skills • Ability to run a consultative sales process • Proficiency with sales tools, including CRM and lead management software • Deep industry knowledge in the mortgage, credit union or insurance industry • Early-stage GTM expertise • Programming experience in any language and experience with SQL databases (bonus)

🏖️ Benefits

• Company-sponsored health, dental and vision insurance for employees and dependents • Generous equity grants • Unlimited paid time off • Fully distributed remote work • $1,000 stipend for a personalized home office • Friday lunch reimbursement • 401K with a 3.5% match