Sales Development Representative (Fintech)

TL;DR

Sales Development Representative (Fintech): Driving adoption of the Mortgage Cadence Platform across banks and credit unions with an accent on translating technical AI capabilities into business value for lenders. Focus on managing complex enterprise sales cycles, leading discovery sessions, and building strategic relationships with financial stakeholders.

Location: Remote (United States)

Company

A mortgage technology provider leveraging Agentic AI to transform the lending landscape with modern, cloud-based solutions.

What you will do

• Own the full sales cycle from prospecting to closing for MCP Essentials and Enterprise opportunities.
• Build and maintain a strong pipeline of net-new business opportunities across banks, credit unions, and IMBs.
• Lead discovery sessions and tailored product demonstrations to align technical capabilities with customer pain points.
• Collaborate with solutions engineering and customer success teams to design tailored solution approaches.
• Represent the company at major industry conferences and trade shows, including MBA events.
• Manage pipeline activity, forecasting, and CRM updates to maintain visibility into revenue expectations.

Requirements

• 5+ years of experience in enterprise software sales, presales, or solutions consulting within mortgage technology or fintech.
• Strong understanding of the mortgage production lifecycle, including origination, underwriting, and closing.
• Proven track record of closing large enterprise software deals with financial institutions.
• Existing network within the mortgage origination ecosystem (lenders, consultants, technology partners).
• Must be based in the United States.
• Willingness to travel as needed for client meetings and industry events.

Nice to have

• Direct experience with Loan Origination Systems (LOS), POS, PPE, or eClose platforms.
• Familiarity with cloud-based platforms, APIs, integrations, and AI-driven automation.
• Active involvement in industry organizations such as MBA, CUNA, or NAFCU.