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Sales Development Executive

2 months ago
United States
Full-time
Senior
Business Development
Customer and Technical Support
CRM
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PartnerOne

PartnerOne

PartnerOne specializes in enterprise software solutions that manage extensive data environments through hyper automation, virtualized cloud storage, artificial intelligence, and metadata analytics, serving many of the world's largest corporations.

Media
51-250
View All Jobs 20

Description

  • Own the full sales cycle from prospecting through close for MCP Essentials and MCP Enterprise opportunities.
  • Build and maintain a pipeline of net-new business 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, workflows, compliance requirements, and strategic goals.
  • Lead and support tailored product demonstrations, workshops, and solution presentations with internal technical teams.
  • Manage complex enterprise sales cycles and contribute to strategic account planning.
  • Serve as the primary point of contact for solution-related discussions during the sales process.
  • Collaborate with internal teams to design solution approaches aligned with lender operational and regulatory needs.
  • Support Proof-of-Concept, pilot, and evaluation engagements with prospective customers.
  • Represent the company at industry conferences, trade shows, and customer events, and share market feedback with internal teams.

Requirements

  • 5+ years of experience in enterprise software sales, presales engineering, solutions consulting, or customer-facing roles in mortgage technology, fintech, or related industries.
  • Strong understanding of the mortgage production lifecycle, including origination, processing, underwriting, closing, and post-closing.
  • 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.
  • Existing network within the mortgage origination ecosystem, including lenders, consultants, technology partners, and industry organizations.
  • Ability to 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 (preferred).
  • Experience supporting technical product demonstrations, workshops, or POC engagements (preferred).
  • Familiarity with cloud-based platforms, APIs, integrations, and AI-driven automation solutions (preferred).
  • Understanding of mortgage compliance, regulatory workflows, and vendor review processes within financial institutions (preferred).
  • Active involvement in mortgage banking or financial services industry organizations such as MBA, CUNA, or NAFCU (preferred).

Interested in this position?

Apply directly on the company website

Apply Now

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