Sales Development Executive

Role Overview

• Own the full sales cycle from prospecting through close for new MCP Essentials and Enterprise opportunities.
• Build and maintain a strong pipeline of net-new business opportunities across banks, credit unions, IMBs, and mortgage lenders.
• Develop trusted advisor relationships with executive, operational, and technical stakeholders.
• Conduct discovery sessions to understand customer pain points, operational workflows, compliance requirements, and strategic goals.
• Position Mortgage Cadence solutions by clearly articulating both technical capabilities and business outcomes.
• Lead and support tailored product demonstrations, workshops, and solution presentations alongside Solutions Strategists and technical teams.
• Manage complex enterprise sales cycles involving multiple stakeholders and long-term strategic account planning.
• Serve as a primary point of contact for solution-related discussions throughout the sales process.
• Collaborate with internal teams to design tailored solution approaches that align with lender operational and regulatory needs.
• Support Proof-of-Concept (POC), pilot, and evaluation engagements with prospective customers.
• Maintain a deep understanding of MCP Essentials, MCP Enterprise, mortgage workflows, integrations, APIs, and AI-powered automation capabilities.
• Effectively communicate the value of Agentic AI features, workflow automation, and operational efficiencies to both business and technical audiences.
• Maintain current knowledge of 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 events.
• Leverage existing industry relationships and partnerships to generate pipeline and expand market presence.
• Provide market feedback, customer insights, and competitive intelligence to Product, Marketing, and Leadership teams.
• Accurately manage pipeline activity, opportunity progression, forecasting, and CRM updates.
• Develop strategic account plans and maintain visibility into sales performance and revenue expectations.
• Collaborate cross-functionally with Implementation, Customer Success, Product, and Marketing teams to support customer acquisition and long-term success.

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.
• Demonstrated experience managing complex, multi-stakeholder enterprise sales cycles with financial institutions or mortgage lenders.
• Proven track record of closing large enterprise software deals and managing long sales cycles effectively.
• Existing 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 needed 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 involvement in mortgage banking or financial services industry organizations such as MBA, CUNA, or NAFCU.

Tech Stack

• Cloud