CareerPlanSign in

Account Executive, Mortgage

🌐 Remote💼 Full-time🗓 2026-07-06 → 2026-09-27

Core

Consultative B2B sales role selling verification data and document processing solutions to mortgage lenders, banks, and credit unions to reduce verification costs and improve origination workflows.

Role type

Senior Account Executive (Enterprise B2B)

Builds

Consumer-permissioned income, employment, and asset data verification platform for mortgage origination

Domain

Fintech / Mortgage Lending / Financial Services

Deliverable

product features

Required skills

B2B sales, consultative selling, mortgage origination workflows, technical solution design, pipeline management, complex stakeholder negotiation, product feedback integration

Preferred skills

Mortgage technology/fintech background, VOIE/VOA/VOE knowledge, POS/LOS platform experience, early-stage startup sales

Technologies

APIs, POS/LOS platforms, demo.truv.com, docs.truv.com

Responsibilities

Lead technical and operations-grounded sales conversations with lenders, manage full sales cycle from prospecting to close, partner with Product/Engineering on solution design and integrations, build and maintain sales pipeline, navigate complex buying committees, drive account expansion, provide customer feedback to Product

Seniority

Senior, hands-on IC

Sourced via lever · Listed on CareerPlan, which tracks 814,000+ jobs from 20+ sources.