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 on
providing loan-level accounting software designed to serve the mortgage banking industry.
Since launching at the MBA Technology Solutions Conference and Expo in 2013, Loan Vision
has helped reduce risk, streamline manual process, and lower operating expense for over 270
customers 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 into
their profitability. We believe that every mortgage bank should have instant access to the
financial information needed to make quick, strategic decisions and pride ourselves on
providing, not only just the right tools, but also the right implementation approach and ongoing
support 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 Dynamics
platform and is hosted in Microsoft Azure. This combination has quickly allowed Loan Vision to
acquire 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 of
his career in technology and serving the accounting profession, Loftus was named to the 2014
40 Under 40 Honoree list by CPA Practice Advisor. His diverse experience spans 16 years at
ADP directing go-to-market strategies, launching new tax and accounting cloud technology at
Wolters Kluwer, and occupying the Chief Revenue Officer role at high-tech companies has
uniquely 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 client
base within the mortgage banking and financial services sector. This role demands a highly
driven and consultative sales professional who can proactively engage with prospects,
understand their specific accounting and financial management challenges, and position Loan
Vision as the optimal solution. Your day-to-day will involve prospecting high-potential mortgage
lenders, developing relationships with CFOs, Controllers, and other key decision-makers, and
guiding them through the entire sales cycle.

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

Requirements

Highly organized
Disciplined
“Figure it out” DNA
Thrives in a fast-paced environment
Ability to handle multiple sales opportunities
Confidence to try new things with vague or little direction
Confidence to fail and keep trying
Prioritization discernment
Strong People skills
Attention to detail, resourcefulness, and problem-solving skills
Excellent written and verbal communication skills
Good time management skills and ability to prioritize work
Ability to travel and work remotely
A good sense of humor
Positive attitude
Low ego

Responsibilities

Manage new to new sales pipeline of opportunities focused on the IMB and Credit Union
verticals
Generating leads and developing new accounts
CRM & Pipeline Management
Work directly with CFOs, Controllers, and senior finance leaders
Leverage your network to build relationships and generate new leads
Partner with marketing on campaigns and industry webinars
Own CRM hygiene and accurate pipeline forecasting using Salesforce
Coordinate with internal teams on pricing, proposals, and handoff to implementation
Travel to conferences and client sites as needed (10–25%)

Benefits

Unlimited PTO
Standard Holidays
Competitive health benefits
401k Program
Collaborative work atmosphere
Experience working in a high growth PE backed software company
Unlimited professional growth opportunities

Industry

Computer Software
Management Consulting
Employment Type
Full-time

Job Functions

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

Schedule:
Remote
10-15% 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 solution
sales, telemarketing, outbound sales, inbound sales, account management, or business
development.
Experience in MS Office Suite, Word, Excel, Powerpoint, Outlook, and Salesforce.
Strong organizational skills, including prioritizing, time management, and ability to meet
deadlines.
A level of comfort with selling into the Office of CFO
Proven 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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