• Cultivate relationships with executives in the mid-market space to close new business deals • Drive the sales cycle by coordinating and performing product demos and follow up calls, conduct pricing negotiations and contract process while meeting or exceeding revenue quota • Network with potential clients to create and maintain a robust new business pipeline with regular prospect follow-up and nurturing • Continuously improve knowledge and understanding of the competitive landscape, product value. and customer needs so you can effectively position FloQast to prospective customers • Build relationships with key influencers and decision makers via outbound efforts (phone, email, and social media) • Coordinate post-sale launch call between customer and the FloQast implementation team to ensure smooth handoff from pre to post sales for new clients • Work closely with the BDR team to ensure an appropriate level of communication and cohesiveness through all levels of the sales organization • Work cross functionally by providing input and feedback regarding competitive activity and future product direction • Develop and maintain a deep level of understanding of the problems our clients face with effectively closing their books and the way in which FloQast helps solve these challenges • Collaborate with strategic external partners for client implementations • Work effectively in a teamed environment • Any other tasks that may be assigned to help the company meet its goals • Travel as required within assigned territory to accomplish and exceed goals, up to 30%

• Identify, qualify and develop new target accounts within assigned ICP segments • Conduct structured discovery and disciplined SQL qualification • Quantify financial impact (e.g. waste reduction, capacity gains, EBITDA improvement) • Run Value Workshops jointly with Solution Engineering • Conduct discovery conversations using a disciplined MEDDPICC framework • Build investment-grade business cases • Maintain clean CRM documentation and deliver forecast accuracy

• Build qualified new-business pipeline within clearly defined ICP segments • Conduct structured discovery and disciplined SQL qualification • Quantify financial impact (e.g. waste reduction, capacity gains, EBITDA improvement) • Run Value Workshops jointly with Solution Engineering • Maintain high forecast accuracy and CRM discipline • Close predictable subscription-based deals • Identify, qualify and develop new target accounts within assigned ICP segments • Collaborate closely with Marketing and Growth functions • Conduct discovery conversations using a disciplined MEDDPICC framework • Sell business impact, not product features

Banyan Software provides the best permanent home for successful enterprise software companies, their employees, and customers. We are on a mission to acquire, build and grow great enterprise software businesses all over the world that have dominant positions in niche vertical markets. In recent years, Banyan was named the #1 fastest-growing private software company in the US on the Inc. 5000 and amongst the top 10 fastest-growing companies by the Deloitte Technology Fast 500. Founded in 2016 with a permanent capital base setup to preserve the legacy of founders, Banyan focuses on a buy and hold for life strategy for growing software companies that serve specialized vertical markets. About Loan Vision: 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. 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. Location: Remote – United States Department: Go-to-Market Company: Loan Vision (A Banyan Software Company) Type: Full-Time The Opportunity We are hiring a Sales Account Executive to lead our expansion into the Banking vertical.This is not a transactional sales role. We are looking for a consultative seller who understands how banks operate, how decisions are made within the Office of the CFO, and how to navigate longer, multi-stakeholder sales cycles. You will own the full sales cycle, from prospecting to close, and play a key role in building Loan Vision’s presence within banks and credit unions across the U.S. This is an opportunity to shape a strategic growth initiative inside a high-performing, entrepreneurial organization. What You’ll Do - Own and manage a new-business pipeline focused exclusively on Banks and Credit Unions - Prospect and generate new opportunities within the Banking vertical - Sell directly to CFOs, Controllers, and senior finance leaders - Run discovery calls, product demonstrations, and executive presentations - Navigate sales cycles averaging up to 6 months - Maintain accurate CRM hygiene and forecasting in Salesforce - Partner with Marketing on targeted campaigns and industry webinars - Collaborate with internal teams on pricing, proposals, and implementation handoff - Travel 10–25% for conferences and client meetings What We’re Looking For Required Experience - Proven success selling software solutions into Banks in the U.S. - Track record of quota achievement in B2B SaaS or FinTech sales - Experience selling into the Office of the CFO or senior finance leadership - Experience managing multiple opportunities and longer sales cycles - Comfort running your own demos and executive-level presentations - Proficiency in Salesforce and Microsoft Office Suite Highly Valued - Experience selling loan origination systems, point-of-sale systems, accounting platforms, or financial software - Familiarity with banking technology vendors or financial infrastructure providers - Exposure to mortgage banking or financial services ecosystems Who You Are - Highly organized and disciplined - Comfortable operating with ownership and autonomy - Resilient and confident handling complex sales cycles - Naturally consultative and relationship-driven - Able to prioritize effectively in a fast-paced environment - Low ego, high accountability - Comfortable testing new approaches and learning from failure Why Join Loan Vision? - Strategic expansion initiative with leadership visibility - High-growth opportunity inside a stable Banyan Software portfolio company - Direct exposure to executive leadership - Entrepreneurial culture with real ownership - Meaningful opportunity to build a new vertical Diversity, Equity, Inclusion & Equal Employment Opportunity at Banyan: Banyan affirms that inequality is detrimental to our Teams, associates, our Operating Companies, and the communities we serve. 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. Compensation The expected base salary for this position is: USD $70,000 - $80,000, plus up to $70,000 commissions. Salary is based on a number of factors including market conditions, location and may vary depending on job-related skills and experience. 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. Beware of Recruitment Scams We have been made aware of individuals fraudulently posing as members of our Talent Acquisition team and extending fake job offers. These scams may involve requests for personal information or payment for equipment. Protect yourself by following these steps: - Verify that all communications from our recruiting team come from an @banyansoftware.com email address. - Remember, employers will never request payment or banking information during the hiring process. - If you receive a suspicious message, do not respond — instead, forward it to careers@banyansoftware.com and/or report it to the platform where you received it. Your safety and security are important to us. Thank you for staying vigilant.