Sales Development Representative

About Loan Vision
Loan Vision is a PE-backed, high-growth technology company focused on providing loan-level
accounting software for the mortgage banking industry. Built on the Microsoft Dynamics platform and
hosted in Microsoft Azure, Loan Vision helps more than 270 customers reduce risk, streamline
manual processes, lower operating expense, and gain faster insight into profitability. We combine
purpose-built technology with the implementation approach and ongoing support customers need to
maximize their use of our software.
Position Summary
The Sales Development Representative is responsible for creating qualified new-to-new pipeline by
turning targeted outreach and marketing engagement into high-quality sales conversations. The role
focuses primarily on outbound prospecting, webinar follow-up, marketing campaigns, and older
Salesforce leads. You will research target accounts, engage CFOs, Controllers, and other senior
finance leaders at independent mortgage banks, credit unions, and banks, conduct initial
qualification, and schedule well-prepared meetings for Account Executives.
As your product knowledge and confidence grow, you will support Account Executives during
presentations, deliver selected portions of presentations, and eventually lead appropriate product
presentations independently. This role is designed to provide a development path toward an Account
Executive opportunity for strong performers who demonstrate consistent results, readiness, and
alignment with business needs.
Core Responsibilities
• Build and execute disciplined, multi-channel outbound prospecting using phone, email,
LinkedIn, and other approved sales tools.
• Target CFOs, Controllers, and other senior finance leaders at independent mortgage banks,
credit unions, and banks.
• Follow up quickly and thoughtfully with webinar attendees, marketing campaign engagement,
and older Salesforce leads.
• Research accounts and contacts to personalize outreach around relevant accounting,
financial management, profitability, and operational challenges.
• Conduct initial discovery and qualification to confirm fit, business need, key stakeholders,
timing, and a meaningful next step.
• Schedule high-quality meetings for Account Executives, provide complete context, and
ensure a clean handoff and timely follow-up.
• Maintain accurate, complete, and timely Salesforce records, including contact information,
lead source and campaign attribution, discovery notes, next steps, and opportunity progress.
• Collaborate with Account Executives and Marketing on messaging, outreach sequences,
webinars, campaigns, target lists, and market feedback.
• Build mortgage industry and Loan Vision product knowledge to support presentations, deliver
selected portions, and independently conduct appropriate presentations as readiness is
demonstrated.
• Meet or exceed defined expectations for outbound activity, appointments scheduled and
held, sales-qualified opportunities, sourced pipeline, and Salesforce hygiene.
• Share prospect feedback, recurring objections, competitive observations, and campaign
learnings with Sales and Marketing leadership.
What Success Looks Like
• Consistent activity and disciplined follow-up that create a steady flow of qualified sales
conversations.
• Quality over calendar volume: meetings are relevant, well-qualified, documented, and worth
the Account Executive's time.
• A measurable contribution to sales-qualified opportunities and new-to-new pipeline.
• Reliable Salesforce discipline, including accurate campaign attribution, clear notes, defined
next steps, and timely updates.
• Continuous growth in mortgage industry knowledge, discovery skills, product fluency, and
presentation capability.
Qualifications and Experience
• Previous experience in outbound B2B sales, business development, lead generation, or
prospecting is preferred.
• Experience in mortgage banking, fintech, SaaS, accounting, or financial software is a plus.
• A bachelor's degree is preferred; equivalent relevant education and experience will be
considered.
• Strong written and verbal communication skills, including confidence engaging senior finance
leaders by phone, email, and video.
• Experience with Salesforce and Microsoft Office applications is preferred.
• Strong organization, prioritization, time management, attention to detail, and follow-through.
• A self-directed approach and the ability to stay productive and accountable in a fully remote,
fast-paced environment.
• Curiosity, coachability, resilience, and resourcefulness.
• A positive attitude, low ego, and team-first approach.
Development Path
The Sales Development Representative will receive opportunities to deepen product and industry
knowledge, participate in discovery and presentations, and take on broader presentation
responsibility as proficiency grows. Progression toward an Account Executive role will be based on
consistent performance, demonstrated readiness, and the needs of the business.
Benefits
• Unlimited PTO
• Standard holidays
• Competitive health benefits
• 401(k) program
• Collaborative work atmosphere
• Experience working in a high-growth, PE-backed software company
• Strong professional growth opportunities
Additional Position Information
This is a full-time, fully remote position with minimal travel. The role reports to the VP of Sales.
Specific performance targets, incentive components, eligibility requirements, and payment terms are
established in the applicable sales compensation plan.