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Sales Development Representative
Location
United States
Posted
7 days ago
Salary
0
Seniority
Senior
Job Description
Sales Development Representative
PartnerOne
• 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.
Job 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.
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