Sales Development Representative

PartnerOne

Sales Development Representative helping expand adoption of the Mortgage Cadence Platform for mortgage technology solutions. Engaging with banks, credit unions, and other mortgage originators to bridge lending challenges with technology.

Posted 5/22/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Own the full sales cycle from prospecting through close for new MCP Essentials and Enterprise opportunities.
Build and maintain a strong pipeline of net-new business opportunities across banks, credit unions, IMBs, and mortgage lenders.
Develop trusted advisor relationships with executive, operational, and technical stakeholders.
Conduct discovery sessions to understand customer pain points, operational workflows, compliance requirements, and strategic goals.
Position Mortgage Cadence solutions by clearly articulating both technical capabilities and business outcomes.
Lead and support tailored product demonstrations, workshops, and solution presentations alongside Solutions Strategists and technical teams.
Manage complex enterprise sales cycles involving multiple stakeholders and long-term strategic account planning.
Serve as a primary point of contact for solution-related discussions throughout the sales process.
Collaborate with internal teams to design tailored solution approaches that align with lender operational and regulatory needs.
Support Proof-of-Concept (POC), pilot, and evaluation engagements with prospective customers.
Maintain a deep understanding of MCP Essentials, MCP Enterprise, mortgage workflows, integrations, APIs, and AI-powered automation capabilities.
Effectively communicate the value of Agentic AI features, workflow automation, and operational efficiencies to both business and technical audiences.
Maintain current knowledge of the mortgage technology ecosystem, LOS platforms, regulatory trends, and competitive landscape.
Represent Mortgage Cadence at industry conferences, trade shows, and customer events including MBA and regional mortgage industry events.
Leverage existing industry relationships and partnerships to generate pipeline and expand market presence.
Provide market feedback, customer insights, and competitive intelligence to Product, Marketing, and Leadership teams.
Accurately manage pipeline activity, opportunity progression, forecasting, and CRM updates.
Develop strategic account plans and maintain visibility into sales performance and revenue expectations.
Collaborate cross-functionally with Implementation, Customer Success, Product, and Marketing teams to support customer acquisition and long-term success.

Requirements

What you’ll need

5+ years of experience in enterprise software sales, presales engineering, solutions consulting, or customer-facing roles within mortgage technology, fintech, or related industries.
Strong understanding of the mortgage production lifecycle including origination, processing, underwriting, closing, and post-closing.
Demonstrated experience managing complex, multi-stakeholder enterprise sales cycles with financial institutions or mortgage lenders.
Proven track record of closing large enterprise software deals and managing long sales cycles effectively.
Existing network within the mortgage origination ecosystem including lenders, consultants, technology partners, and industry organizations.
Ability to engage and communicate effectively with both executive leadership and technical stakeholders.
Excellent presentation, communication, negotiation, and relationship management skills.
Experience working with banks, credit unions, IMBs, or other regulated financial institutions.
Familiarity with CRM management, pipeline forecasting, and strategic account planning.
Willingness to travel as needed for client meetings, conferences, and industry events.
Direct experience with Loan Origination Systems (LOS), mortgage technology platforms, POS systems, PPE solutions, CRM tools, eClose platforms, or related technologies.
Experience supporting technical product demonstrations, workshops, or POC engagements.
Familiarity with cloud-based platforms, APIs, integrations, and AI-driven automation solutions.
Understanding of mortgage compliance, regulatory workflows, and vendor review processes within financial institutions.
Active involvement in mortgage banking or financial services industry organizations such as MBA, CUNA, or NAFCU.

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account PartnerOne Website LinkedIn All Job Openings 201 - 500 employees 🏢 Enterprise ☁️ SaaS 💳 Fintech Enterprise
SaaS
Fintech PartnerOne is one of the fastest growing software groups in the world, providing solutions that enhance the operational efficiency of the largest enterprises globally. The company specializes in acquiring software firms and investing in their development to create more robust, effective, and agile software solutions. PartnerOne is trusted by 80% of the world's largest companies, including the top US and European banks, defense contractors, and media conglomerates, focusing on delivering unparalleled customer support and innovative technologies. Sales Development Representative Job not on LinkedIn 🔥 0 minutes ago 🇺🇸 United States – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior 💵 Sales Development (SDR) Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Own the full sales cycle from prospecting through close for new MCP Essentials and Enterprise opportunities.
Build and maintain a strong pipeline of net-new business opportunities across banks, credit unions, IMBs, and mortgage lenders.
Develop trusted advisor relationships with executive, operational, and technical stakeholders.
Conduct discovery sessions to understand customer pain points, operational workflows, compliance requirements, and strategic goals.
Position Mortgage Cadence solutions by clearly articulating both technical capabilities and business outcomes.
Lead and support tailored product demonstrations, workshops, and solution presentations alongside Solutions Strategists and technical teams.
Manage complex enterprise sales cycles involving multiple stakeholders and long-term strategic account planning.
Serve as a primary point of contact for solution-related discussions throughout the sales process.
Collaborate with internal teams to design tailored solution approaches that align with lender operational and regulatory needs.
Support Proof-of-Concept (POC), pilot, and evaluation engagements with prospective customers.
Maintain a deep understanding of MCP Essentials, MCP Enterprise, mortgage workflows, integrations, APIs, and AI-powered automation capabilities.
Effectively communicate the value of Agentic AI features, workflow automation, and operational efficiencies to both business and technical audiences.
Maintain current knowledge of the mortgage technology ecosystem, LOS platforms, regulatory trends, and competitive landscape.
Represent Mortgage Cadence at industry conferences, trade shows, and customer events including MBA and regional mortgage industry events.
Leverage existing industry relationships and partnerships to generate pipeline and expand market presence.
Provide market feedback, customer insights, and competitive intelligence to Product, Marketing, and Leadership teams.
Accurately manage pipeline activity, opportunity progression, forecasting, and CRM updates.
Develop strategic account plans and maintain visibility into sales performance and revenue expectations.
Collaborate cross-functionally with Implementation, Customer Success, Product, and Marketing teams to support customer acquisition and long-term success. 🎯 Requirements
5+ years of experience in enterprise software sales, presales engineering, solutions consulting, or customer-facing roles within mortgage technology, fintech, or related industries.
Strong understanding of the mortgage production lifecycle including origination, processing, underwriting, closing, and post-closing.
Demonstrated experience managing complex, multi-stakeholder enterprise sales cycles with financial institutions or mortgage lenders.
Proven track record of closing large enterprise software deals and managing long sales cycles effectively.
Existing network within the mortgage origination ecosystem including lenders, consultants, technology partners, and industry organizations.
Ability to engage and communicate effectively with both executive leadership and technical stakeholders.
Excellent presentation, communication, negotiation, and relationship management skills.
Experience working with banks, credit unions, IMBs, or other regulated financial institutions.
Familiarity with CRM management, pipeline forecasting, and strategic account planning.
Willingness to travel as needed for client meetings, conferences, and industry events.
Direct experience with Loan Origination Systems (LOS), mortgage technology platforms, POS systems, PPE solutions, CRM tools, eClose platforms, or related technologies.
Experience supporting technical product demonstrations, workshops, or POC engagements.
Familiarity with cloud-based platforms, APIs, integrations, and AI-driven automation solutions.
Understanding of mortgage compliance, regulatory workflows, and vendor review processes within financial institutions.
Active involvement in mortgage banking or financial services industry organizations such as MBA, CUNA, or NAFCU. Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Sales Development Representative 🔥 19 minutes ago Open Practice 51 - 200 ☁️ SaaS 🤝 B2B Website LinkedIn All Job Openings Sales Development Representative working remotely to generate leads and support medical practices. Responsibilities include outbound calls, lead qualification, and client follow-up. 🇺🇸 United States – Remote 💵 $20 - $24 / hour ⏰ Full Time 🟡 Mid-level 🟠 Senior 💵 Sales Development (SDR) Sales Development Representative 🔥 10 hours ago Infinity Recruitment Solutions 1 - 10 🎯 Recruiter Website LinkedIn All Job Openings Sales Development Representative managing client accounts and providing financial advice. Engaging in sales activities and market analysis to help clients achieve financial goals. 🇺🇸 United States – Remote 💵 $55k - $200k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 💵 Sales Development (SDR) Senior Sales Development Representative 🔥 12 hours ago Documo 11 - 50 📡 Telecommunications ☁️ SaaS 📋 Compliance Website LinkedIn All Job Openings Senior Sales Development Representative driving qualified meetings for Account Executives in the healthcare sector. Work is remote and aligned with Eastern Standard Time. 🇺🇸 United States – Remote ⏰ Full Time 🟠 Senior 💵 Sales Development (SDR) Sales Development Representative – Outbound Sales, Marketing 🔥 13 hours ago ProviderSoft 11 - 50 ☁️ SaaS 📚 Education ⚕️ Healthcare Insurance Website LinkedIn All Job Openings Sales Development Representative responsible for outbound prospecting and lead qualification for ProviderSoft's SaaS solution. Collaborating with sales teams to secure meetings and drive growth. 🇺🇸 United States – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior 💵 Sales Development (SDR) Sales Development Manager 🔥 14 hours ago Raptor Technologies 51 - 200 📚 Education ☁️ SaaS 🔒 Cybersecurity Website LinkedIn All Job Openings US Sales Development Manager responsible for sales development through research and prospecting. Leading mentorship and coordination within the SDR team while ensuring effective communication and growth. 🇺🇸 United States – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior 💵 Sales Development (SDR) View More Sales Development Representative (SDR) Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

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Hard Skills & Tools

enterprise software salespresales engineeringsolutions consultingmortgage production lifecycleLoan Origination Systems (LOS)pipeline forecastingstrategic account planningtechnical product demonstrationsAI-driven automation solutionsmortgage compliance

Soft Skills

presentation skillscommunication skillsnegotiation skillsrelationship managementcollaborationcustomer engagementtrust buildingproblem-solvingstrategic thinkingstakeholder management