Account Executive

Lender

Account Executive driving sales and client relationships for Lender Toolkit's mortgage automation solutions. Engaging prospective clients and facilitating the software purchasing process effectively.

Posted 6/26/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

software salesmortgage softwarecustomer servicesales targetspipeline management

Soft Skills

verbal communicationrelationship buildingorganizational skillsattention to detailproblem resolution

Tools & Technologies

HubSpotMicrosoft Office SuiteIce Mortgage Technology Encompass

Industry Keywords

mortgage industrycustomer satisfactionsales processbest practicespromotional trends

About the role

Key responsibilities & impact

Present, promote and sell products using solid arguments to existing and prospective customers
Establish, develop and maintain positive business and customer relationships
Reach out to customer leads through various channels
Expedite the resolution of customer problems and complaints to ensure client satisfaction
Achieve agreed-upon sales targets and outcomes
Maintain pipeline accuracy and keep HubSpot up to date with all interactions
Keep abreast of best practices and promotional trends
Continuously improve through feedback
Live our #teamplayer value and take on additional tasks as assigned

Requirements

What you’ll need

At least 5 years of experience in software sales.
At least 3 to 5 years of knowledge of the Ice Mortgage Technology Encompass® platform and the mortgage industry preferred.
Excellent verbal communication skills with the ability to explain complex software and principles.
Proven sales ability, customer service skills, relationship, and rapport building.
Thorough understanding of mortgage software and services and how markets and economies affect those services.
Ability to understand the needs and processes of prospective clients and apply our existing solutions to address their specific needs.
Excellent organizational skills and attention to detail.
Confident to pick up the phone, have a face-to-face conversation, nail the demo, and make the sales process a smooth one!
Proficient with Microsoft Office Suite (and HubSpot a plus!)

Benefits

Comp & perks

Remote Work: No daily commute, no traffic.
Comprehensive Benefits: Medical, Dental, Vision, and more to keep you and your family healthy, including a FREE tier of employee medical and dental.
Monthly Socials: Play games, earn prizes, and have fun with all employees at Lender Toolkit.
Wellness initiatives: Bi-Weekly Meditation, Group Challenges, and More!
Power Coin Rewards System: Opportunity to Earn Points in exchange for gift cards, experiences, travel, and more!