Partner ONE Capital
Sales Development Executive
United States
Sponsorship not specifiedDetected 9 days ago
Agentic AICRMSalesNegotiationForecastingCustomer SuccessCadenceLeadershipCommunicationPublic SpeakingUnderwriting
About the role
- Technical & Solution Consulting Serve as a primary point of contact for solution-related discussions throughout the sales process.
Requirements
- 5+ years of experience in enterprise software sales, presales engineering, solutions consulting, or customer-facing roles within mortgage technology, fintech, or related industries.
- Strong understanding of the mortgage production lifecycle including origination, processing, underwriting, closing, and post-closing.
- Proven track record of closing large enterprise software deals and managing long sales cycles effectively.
- Ability to engage and communicate effectively with both executive leadership and technical stakeholders.
- Experience working with banks, credit unions, IMBs, or other regulated financial institutions.
- Familiarity with CRM management, pipeline forecasting, and strategic account planning.
Nice to have
- 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 involvement in mortgage banking or financial services industry organizations such as MBA, CUNA, or NAFCU.
- You will bridge the gap between complex mortgage lending challenges and Mortgage Cadence's technology platform, translating technical capabilities into measurable business value for lenders.
- This role requires a combination of strong mortgage industry expertise, enterprise software sales experience, and the ability to navigate complex, multi-stakeholder engagements.
- Conduct discovery sessions to understand customer pain points, operational workflows, compliance requirements, and strategic goals.
Skills
- Mortgage Cadence is transforming the mortgage technology landscape with modern, cloud-based lending solutions powered by Agentic AI.
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