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Loan Vision, a PE-backed high-growth fintech company owned by Banyan Software, is seeking a Sales Development Representative to build qualified pipeline for its loan-level accounting software serving the mortgage banking industry. The role focuses on outbound prospecting, webinar follow-up, and marketing campaign engagement targeting CFOs, Controllers, and senior finance leaders at independent mortgage banks, credit unions, and banks.
You will research target accounts, conduct initial qualification conversations via phone, email, and LinkedIn, and schedule well-prepared meetings for Account Executives. Responsibilities include multi-channel outbound prospecting, personalized account research around accounting and financial management challenges, discovery and qualification to confirm fit and business need, and maintaining accurate Salesforce records with complete context for handoffs.
As you develop product knowledge and confidence, you will support Account Executives during presentations, deliver selected portions, and eventually lead appropriate product presentations independently. The role provides a clear development path toward an Account Executive opportunity for strong performers who demonstrate consistent results and readiness.
Success is measured by consistent activity and disciplined follow-up creating a steady flow of qualified conversations, quality over calendar volume with relevant and well-documented meetings, measurable contribution to sales-qualified opportunities and new-to-new pipeline, reliable Salesforce discipline with accurate attribution and timely updates, and continuous growth in mortgage industry knowledge, discovery skills, and presentation capability.
Preferred qualifications include previous B2B sales, business development, lead generation, or prospecting experience; background in mortgage banking, fintech, SaaS, accounting, or financial software; bachelor's degree; strong written and verbal communication skills; Salesforce and Microsoft Office experience; excellent organization and time management; self-directed approach suited to fully remote work; and curiosity about industry and product.
