Wholesale Mortgage Account Manager
Summit Funding, Inc.
Salary
💰 $85,000 - $115,000 per year
Job Level
Lead
Tech Stack
CloudERP
About the role
- Own your territory: Manage accounts from end-to-end—pipeline building, forecasting, closing, and expansion. Drive new growth: Build relationships with top-down and bottom-up stakeholders including state/district superintendents, CIOs, curriculum directors, and business officials. Sell strategically: Tailor proposals, lead executive-level conversations, and close complex, multi-year contracts. Build account plans: Develop territory strategies across all key personas and identify whitespace within assigned TAM. Hit your numbers: Meet or exceed quotas with 4x+ pipeline health and disciplined sales execution. Become a product expert: Understand and articulate the full value of PowerSchool’s enterprise solutions. Collaborate cross-functionally: Partner with solution engineers, marketing, product, and leadership to win deals. Navigate challenges: Address objections creatively and support clients with thoughtful, customized solutions. Operate independently: Work from a home office while staying focused, self-directed, and results-driven Support other initiatives: Take on additional responsibilities as needed to support business success
Requirements
- 6–10 years of enterprise SaaS sales experience, ideally in CRM, ERP, Analytics, or EdTech Proven ability to hit $1.5M+ annual quota targets, with a 4x+ pipeline coverage strategy Expertise in managing long, complex sales cycles (9+ months), with coordination across Sales, SEs, Marketing, Product, and Executives Experience building relationships at all levels of the account, including the C-suite, especially within underpenetrated or net-new accounts Skilled at developing detailed account plans and identifying whitespace across total addressable market (TAM) Strong executive presence and ability to confidently engage senior-level decision-makers Demonstrated success orchestrating multi-persona sales across enterprise-level education stakeholders
