Why LoanPro

We want to change how the future of finance works. We're working to change finance to be highly personalized. It changes who has access to capital. It changes personal finances. It can have a ripple effect on everything you do. LoanPro unlocks finance. -Rhett Roberts, CEO

At LoanPro, we're more than just a fintech company—we're transforming the lending landscape. With over $18 billion in loans managed across North America, LoanPro isn't just growing—it's leading the industry transformation.

How We Do What We Do

Steve Jobs was once asked what he was most proud of at Apple. Was it the iPhone Was it the iPad Steve Jobs replied it was the team that built Apple. That's what I'm most proud of here at LoanPro- the team that builds LoanPro. We do what we do because of our people. -Rhett Roberts, CEO

At the heart of our success are our exceptional employees, whose talent, passion, and dedication fuel the growth and profitability of our company. As a next-generation SaaS platform, we deliver core lending infrastructure that empowers mid-market and large lenders to operate more efficiently, quickly, and effectively. Our cloud-native solution helps clients streamline operations, enhance organization, and drive unparalleled performance in their lending processes.

What You'll Own

LoanPro's Enterprise Account Executive (EAE) is responsible for selling our cutting-edge loan management software to enterprise-level clients. The EAE will primarily focus on driving revenue growth by identifying and closing new business opportunities. The EAE will be responsible for the continuation of revenue growth for LoanPro. EAEs should be a specialist in LoanPro products and services in order to clearly communicate product value to customers and prospects. They work to understand the needs of prospects and determine whether our solutions can meet those needs. The EAE works with multiple internal teams to ensure the highest level of service is delivered to the current and future clients. They are a trusted resource for both internal and external clients. They develop relationships with prospects, acting as their main point of contact within LoanPro from initial outreach or AE handoff, through the sales process, to introducing them to Customer Success. They are also responsible for exemplifying excellent customer service and the Company core values, culture, policy and procedures at all times.

Essential Job Functions

Take ownership of deep learning about our software, its functions, and how it fulfills our customers needs and how they use the product
Identify and target potential enterprise-level clients in the financial services industry, fintech companies, and lending institutions.
Develop and execute a strategic sales plan to meet and exceed revenue targets.
Build and maintain strong relationships with key decision makers and stakeholders within target accounts.
Understand the complex software as a service (SaaS) solutions and effectively communicate the value proposition to clients.
Conduct in-depth product demonstrations and presentations to showcase the features and benefits of our loan management software.
Collaborate with internal teams, including sales engineers and customer success managers, to ensure successful implementation and customer satisfaction.
Stay up-to-date with industry trends, competition, and market developments.
Attend trade shows, client visits, and industry events to network and generate new leads.
An essential function of this role requires onsite work to collaborate with other team members. Remote work can be conducted at managers discretion and in accordance with company hybrid policy.

Responsibilities / Duties / Tasks

Communicate with potential and current clients at to understand customer goals, challenges, project requirements, timeline, budget, and authority
Create detailed business plans to reach predetermined goals and quotas
Own, manage and support prospects through the full sales process from qualification to close
Maintain and organize customer and account information
Have strong technical, business and financial terms acumen and understanding to better serve the client
Research and develop existing accounts to increase customer efficiencies
Develop an in-depth understanding of LoanPro, industry trends, and competition
Work effectively with internal departments to deliver the best solution for the client and ensure an excellent experience
Consistently achieve and exceed quarterly metrics (appointments set, opportunities created, qualified leads, new contacts, calls per day, KPI, etc.)
Answer questions about LoanPro processes and solutions with confidence and expertise
Manage prospecting status, data integrity, and forecasting in Salesforce
Drive pipeline growth through development of outbound leads
Deliver quality and tailored demonstrations to mid-market and enterprise prospects based on their needs and priorities
Remain in regular contact with your clients to understand and meet their needs
Strong communication and positive team player approach
Provide ideas/insights to management and sales to help facilitate growth of organization
Stay on top of industry trends and develop a complete understanding of our current and potential Strategic Partners and our customers businesses
Research target accounts, identify key players, generate interest, and develop new relationships
Clearly articulate value, be persuasive and present to decision-makers, key stakeholders, and executives
Support LoanPro at trade shows and conventions as needed
Ability to give, receive, and implement feedback and constructive criticism
Have a positive and energetic attitude and make efforts to maintain/improve morale
Build collaborative, trustworthy relationships across a range of styles, functions, geographies, and cultures to form networks within and outside the company
Develop and maintain strong organizational astuteness and agility
Self-directed, including: manages time, proactively seeks work opportunity, supports the department and software needs, proactively seeks and pulls work, delivers on daily projects tasks, communicates with team - has a strong sense of urgency and engagement of projects and timely delivery
Focuses on work while at work, stays engaged, attentive and proactive and eliminates distractions (cell phone, internet, long breaks, distractions, etc)
Puts sufficient time, energy, and effort into the tasks necessary to complete the duties and responsibilities of the position. These include but are not limited to; coming to work on time, collaborating with team members of other departments and managers, discussing potential software issues and resolutions
Exemplify and be hungry, humble, and smart in regard to work attitude and growth
Other duties as prescribed - Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice

What You'll Need For Success

Bachelor's degree in business or a similar field.
Minimum of 5 years of experience in enterprise software sales, with a proven track record of meeting or exceeding sales targets.
Demonstrated experience in selling complex SaaS solutions to multiple stakeholders and decision makers.
Experience in the fintech, financial services industry, or lending is a plus.
Strong negotiation and closing skills with the ability to navigate a complex sales cycle.
Excellent communication and presentation skills, both verbal and written.
Self-motivated, proactive, and able to work independently as well as in a team environment.
Willingness to travel up to 10% of the time for client visits, trade shows, and industry events.

Benefits Of The Role

80% Medical/Dental
PTO and Holiday Schedule
HSA and 401K Match
Wellness Rewards and EAP

At LoanPro, we have the ability to make a real difference. LoanPro offers a value-based, innovation-focused, learning culture and endless opportunities for growth. Come help us build LoanPro.

If you need an accommodation to apply for the position or during the interview process, please email [HIDDEN TEXT]

Senior Account Executive (Enterprise)

Enterprise Account Executive