Mortgage Account Executive

Posted Jul 8

Canopy Connect is the leading insurance infrastructure provider. Our 1-click solution enables mortgage lenders, servicers and credit unions to instantly and securely receive comprehensive insurance information from a borrower and make policy edits such as lienholder changes. 

Canopy Connect is the only "Finicity for insurance" / “Plaid for insurance” solution that is deployed in production with tier 1 mortgage lenders. The platform provides all of the data necessary to meet/exceed Fannie Mae requirements and end-to-end digitally verify home insurance policies.

Mortgage companies choose us because we’re the most proven (over 3,500 companies on our platform) and we provide the best coverage built upon a unique type of connectivity – infrastructure that is 100% powered by API integrations with carriers. What that means for them is best-in-class speed, reliability and borrower conversion.

Mortgage companies and credit unions can automate insurance verification for all of their products with:

  • Savings of $20-$30 per loan and 30+ minutes of staff time
  • Reducing hiring needs when rates drop
  • Strengthened underwriting and instant access to Fannie requirements (settlement basis, effective date, etc)
  • Access to undisclosed/missed liabilities and assets (2nd/3rd homes, car loans, etc)
  • Streamlined QC, closing and servicing by refreshing insurance accounts on their schedule
  • Ability to update mortgagee clauses via 3-click solution
  • 91% coverage of the home insurance market; target 99% coverage by EOY

As Canopy Connect's Mortgage Account Executive, you'll build and scale our enterprise sales operations and partnerships with national and regional mortgage lenders, mortgage servicers, and credit unions. This role is remote, and you can be located anywhere in the US. The ideal candidate is an early-stage GTM expert with proven quota-carrying experience selling SaaS software to mortgage companies and credit unions, who we can build a team around.

What we're building

Every business that deals with insurance information has a tedious process of collecting it. They use long forms, phone calls and emails to collect the information they need to understand their prospects and customers. Canopy Connect is changing that. With our consumer consent-driven data model, an individual is able to instantly and securely share a copy of their insurance information with a business. Which means that our customers, business owners across America, can focus on the reasons they started their business in the first place, instead of spending so much time trying to collect the information they need to understand and onboard their customers.

The Role

Mortgage Account Executives at Canopy Connect sell the company’s Agency and API products to mortgage lenders, mortgage servicers and credit unions. Your role is to identify, engage and close new business opportunities. 

Qualifications

  • Proven quota-carrying experience selling SaaS software to mortgage companies or credit unions.
  • Demonstrated ability to lead customers from discovery to close in highly complex sales that involve technical scoping, infosec, legal and regulatory compliance reviews.
  • Exceptional written and verbal communication skills.
  • Demonstrated ability to run a consultative sales process.
  • Proficiency with sales tools (e.g. CRM, Lead Management, Software).
  • Deep industry knowledge in the mortgage, credit union or insurance industry. 
  • Bonus: Programming experience in any language and experience with SQL databases. 

Duties

  1. Build pipeline through a combination of phone, email and social media outreach.
  2. Convert prospects into customers through:
  3. Thoughtful discovery conversations with prospects that feel more like consulting and less like sales.
  4. Responsive, articulate communications, especially in written form
  5. Hands on involvement with pilots to ensure conversion to production contracts
  6. Creating and seeking approval from Canopy Connect management on pricing packages that meet prospect needs
  7. Expand ARR with existing customers through:
  8. Hands-on involvement with production project success
  9. Deep understanding of customers needs and how Canopy Connect’s existing and upcoming products meet those needs
  10. Prepare all materials and strategy for sales meetings that includes agendas, scripts, presentation materials and demos (as required).
  11. Write thought leadership pieces or posts to elevate Canopy Connect’s brand.
  12. Attend tradeshows to meet with prospects and industry partners.