Pylon

Financial Planning and Analysis

• Lead financial operations and bring rigor, transparency, and strategic insight to finance
• Ensure financial systems, controls, and reporting evolve with product, customers, and capital footprint
• Own and operate all aspects of accounting and financial reporting, including GL, AR/AP, month-end close, and GAAP financial statements
• Design and implement internal controls and accounting policies to ensure compliance with federal and state mortgage regulations
• Manage accounting for mortgage loan pipelines, warehouse lines, funding, and loan sales
• Collaborate with Capital Markets, Operations, Legal, and GTM to support product launches, capital structures, and investor reporting
• Lead budgeting, forecasting, and variance analysis
• Oversee audits and tax compliance with external auditors and advisors
• Build scalable systems and processes to support automation, transparency, and growth
• Evaluate and implement financial software tools (ERP, reporting, dashboards)
• Prepare financial materials for board meetings, investors, and strategic partners
• Serve as strategic partner to leadership on capital strategy, product expansion, and operational scalability

Director of Finance

Manager

• Lead development and implementation of client onboarding program from first integration conversations through post-launch success
• Work directly with fintechs, brokers, and lenders to embed Pylon into product flows using APIs, Command Center, and Elements components
• Own the end-to-end onboarding process: kickoff, integration design, launch, and post-go-live support
• Help customers design how to integrate Pylon's API and Elements into their workflows and user experience
• Build and maintain a repeatable onboarding and scoping framework to support customers efficiently and consistently
• Work closely with account management on joint success plans, customer KPIs, and timelines
• Provide post-launch support including triaging issues and routing product feedback
• Forward deploy customer integrations with product and engineering, influence roadmaps, and help scope feature requests
• Maintain deep product expertise and act as a consultative voice to help clients get the most out of Pylon
• Build out the playbook and scale a team of forward deployed engineers who partner with product managers and account managers

Forward Deployed Manager

Account Executive

• As our Sales Consultant, you will play a critical role in shaping and executing the sales strategy for our mortgage-as-a-service platform. You will own the full sales cycle, from lead generation and qualification to closed-won, including converting MQLs to high-conviction opportunities. Additionally, you will help build out our GTM systems, processes, and sales materials, working closely with the VP of Business Development to lay the foundation for future aggressive sales growth. It is critical that your default operating mode is inclined toward a structured, repeatable and consultative sales motion.
• This is an exciting opportunity for an experienced AE who thrives in a fast-paced, entrepreneurial environment and is eager to contribute to the development of a fundamentally unique approach to serving the mortgage industry with technology.
• Key Responsibilities:
• Sales Pipeline Ownership: Own and manage a full sales pipeline from lead qualification through to closed-won deals. You will be responsible for proactively generating new business opportunities and driving the sales process forward at every stage- with a predisposition for creatively chartering a path forward at every opportunity.
• Discovery & Needs Assessment: Conduct thorough discovery calls and meetings to understand customer needs, pain points, and business objectives. Tailor the product pitch to align with these needs and demonstrate the value of our mortgage-as-a-service platform.
• Product Demonstrations: Conduct compelling product demos and presentations to prospects, highlighting the unique capabilities and value proposition of our programmatic mortgage rails.
• Negotiation & Closing: Lead negotiations and close deals in your pipeline, ensuring customer expectations are thoughtfully set and met throughout the sales process.
• Sales Process Development: Collaborate with the VP of Business Development, and the VP of Marketing, to build and refine sales processes, systems, tooling and materials that streamline the sales cycle, improve lead conversion rates, and scale the GTM function. Bring player-coach mindset to help successfully scale team.
• Collaboration with other GTM Teams: Work closely with the marketing, product, capital markets and account management teams to ensure alignment on sales strategy, messaging, and the post-sale customer journey.
• CRM & Reporting: Maintain accurate and up-to-date records in the CRM (currently Hubspot), track key sales metrics, and report on performance to the VP of Business Development and other company leadership.
• Market and Software Intelligence: Stay up-to-date on industry trends, competitive landscape, and customer needs to continuously refine your sales approach and ensure you’re addressing the right pain points for our ‘Switch To’ audiences.

Sales Consultant

• The mortgage industry is changing; Pylon provides API-first infrastructure to automate credit, compliance, capital, and operations.\n• The Founding Account Executive will own the full sales cycle, convert MQLs, and help build GTM systems.\n• You will work with the VP of Business Development to lay the foundation for aggressive sales growth and maintain a structured, repeatable, consultative sales motion.\n• This role requires a fast-paced, entrepreneurial mindset and contributes to a unique approach in mortgage tech.\n• Key responsibilities include owning the sales pipeline, discovery, product demos, negotiation, process development, cross-team collaboration, CRM and reporting, and market intelligence.

Director of Finance

Forward Deployed Manager

Sales Consultant

Mid Market Account Executive