Sales Account Executive - Loan Vision
Banyan Software, Atlanta, GA, United States
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.
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
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.
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.
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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.
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
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.
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.
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