Banyan Software is the best permanent home for software businesses that serve specialized industries, their employees, and their customers. We are on a mission to acquire, build, and grow great companies worldwide, helping them modernize through shared AI expertise and operational discipline. The Banyan Software Foundation, endowed with $100 million in Banyan stock, leverages technology to build a greener and more equitable world. Banyan is Great Place to Work Certified, a five-time Inc. 5000 honoree, and a top 10 company on the Deloitte Technology Fast 500. Founded in 2016 and headquartered in Atlanta, Banyan operates more than 100 portfolio companies across North America, the UK, EU, and APAC.
Loan Vision is a PE backed (Banyan Software/Pacific Lake) high growth tech firm focused on
providing loan-level accounting software designed to serve the mortgage banking industry.
Since launching at the MBA Technology Solutions Conference and Expo in 2013, Loan Vision
has helped reduce risk, streamline manual process, and lower operating expense for over 270
customers by combining a leading financial management solution with loan level accounting.
Loan Vision strives to help transform accounting departments across the mortgage industry,
aiding them in reaching maximum efficiency and offering tools to give them better insight into
their profitability. We believe that every mortgage bank should have instant access to the
financial information needed to make quick, strategic decisions and pride ourselves on
providing, not only just the right tools, but also the right implementation approach and ongoing
support to allow customers to maximize their use of our software.
For more information, please visit: www.loan-vision.com
Our superior technology resides on the Microsoft Dynamics
platform and is hosted in Microsoft Azure. This combination has quickly allowed Loan Vision to
acquire over 270 mortgage banks as customers, including some of the top lenders in the nation.
In June of 2023, Loan Vision CEO/Founder Martin Kerr and Banyan Software appointed Paul J.
Loftus to the CEO position to lead the next phase of hypergrowth. Having spent the majority of
his career in technology and serving the accounting profession, Loftus was named to the 2014
40 Under 40 Honoree list by CPA Practice Advisor. His diverse experience spans 16 years at
ADP directing go-to-market strategies, launching new tax and accounting cloud technology at
Wolters Kluwer, and occupying the Chief Revenue Officer role at high-tech companies has
uniquely positioned him to lead Loan Vision’s next phase of growth.
Position Summary
As a Sales Account Executive at Loan Vision, you will be at the forefront of expanding our client
base within the mortgage banking and financial services sector. This role demands a highly
driven and consultative sales professional who can proactively engage with prospects,
understand their specific accounting and financial management challenges, and position Loan
Vision as the optimal solution. Your day-to-day will involve prospecting high-potential mortgage
lenders, developing relationships with CFOs, Controllers, and other key decision-makers, and
guiding them through the entire sales cycle.
Your impact will directly drive the growth of Loan Vision, giving you the opportunity to not only
achieve substantial earnings through a competitive compensation package but also play a
significant role in shaping the future of the mortgage finance industry.
Requirements
Highly organized
Disciplined
“Figure it out” DNA
Thrives in a fast-paced environment
Ability to handle multiple sales opportunities
Confidence to try new things with vague or little direction
Confidence to fail and keep trying
Prioritization discernment
Strong People skills
Attention to detail, resourcefulness, and problem-solving skills
Excellent written and verbal communication skills
Good time management skills and ability to prioritize work
Ability to travel and work remotely
A good sense of humor
Positive attitude
Low ego
Responsibilities
Manage new to new sales pipeline of opportunities focused on the IMB and Credit Union
verticals
Generating leads and developing new accounts
CRM & Pipeline Management
Work directly with CFOs, Controllers, and senior finance leaders
Leverage your network to build relationships and generate new leads
Partner with marketing on campaigns and industry webinars
Own CRM hygiene and accurate pipeline forecasting using Salesforce
Coordinate with internal teams on pricing, proposals, and handoff to implementation
Travel to conferences and client sites as needed (10–25%)
Benefits
Unlimited PTO
Standard Holidays
Competitive health benefits
401k Program
Collaborative work atmosphere
Experience working in a high growth PE backed software company
Unlimited professional growth opportunities
Industry
Computer Software
Management Consulting
Employment Type
Full-time
Job Functions
New to New, SaaS Software Sales, Prospecting, Account Management,
Salary: $150,000 OTE
Schedule:
Remote
10-15% Travel
Education &Experience:
4-year undergraduate degree or equivalent experience (required)
1+ year of experience in B2B sales (ideally SaaS and/or FinTech), value-based solution
sales, telemarketing, outbound sales, inbound sales, account management, or business
development.
Experience in MS Office Suite, Word, Excel, Powerpoint, Outlook, and Salesforce.
Strong organizational skills, including prioritizing, time management, and ability to meet
deadlines.
A level of comfort with selling into the Office of CFO
Proven track record of success in a high volume/transactional sales environment.
Diversity, Equity, Inclusion & Equal Employment Opportunity at Banyan: Banyan affirms that inequality is detrimental to our Global Teams, associates, our Operating Companies, and the communities we serve. As a collective, our goal is to impact lasting change through our actions. Together, we unite for equality and equity. Banyan is committed to equal employment opportunities regardless of any protected characteristic, including race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, or protected veteran status and will not discriminate against anyone on the basis of a disability. We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, and job performance.
Please Note: Banyan Software does not accept unsolicited resumes or applications submitted via email, LinkedIn, or other direct channels. All candidates must apply through our official Careers site to be considered for employment. Applications submitted outside of our applicant tracking system will not be reviewed.
Beware of Recruitment Scams
We have been made aware of individuals fraudulently posing as members of our Talent Acquisition team and extending fake job offers. These scams may involve requests for personal information or payment for equipment.
Protect yourself by following these steps:
- Verify that all communications from our recruiting team come from an @banyansoftware.com email address.
- Remember, employers will never request payment or banking information during the hiring process.
- If you receive a suspicious message, do not respond — instead, forward it to [email protected] and/or report it to the platform where you received it.
Your safety and security are important to us. Thank you for staying vigilant.
Skills Required
- 4-year undergraduate degree or equivalent experience
- 1+ year of B2B sales experience (value-based, outbound/inbound, or account management)
- Experience selling SaaS or FinTech solutions (ideally)
- Proven track record in a high-volume/transactional sales environment
- Experience with Microsoft Dynamics platform
- Experience with Microsoft Azure
- Proficiency in MS Office (Word, Excel, PowerPoint, Outlook) and Salesforce CRM
- CRM and pipeline management, accurate forecasting in Salesforce
- Ability to prospect, generate leads, and develop new accounts
- Experience selling into the Office of the CFO and engaging senior finance leaders
- Ability to travel to conferences and client sites (10-25%) and work remotely
- Strong organizational, time management, prioritization, and attention to detail skills
- Excellent written and verbal communication and strong people skills
- Resilience, self-motivation, "figure it out" mindset, low ego, and positive attitude
Banyan Software Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Banyan Software and has not been reviewed or approved by Banyan Software.
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Healthcare Strength — Health coverage includes comprehensive medical, dental, and vision, with indications of an established U.S. carrier relationship. This points to mainstream plan depth and reliable access to core care.
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Parental & Family Support — Paid parental leave is explicitly provided for new parents. This offers dedicated time and support during family transitions.
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Wellbeing & Lifestyle Benefits — Programs include a Learning & Development fund, two annual volunteer days, and an employee relief program for unexpected hardships. These elements extend support beyond base pay into growth, community, and resilience.
Banyan Software Insights
What We Do
Banyan Software provides the best permanent home for successful enterprise software businesses, their employees, and customers to preserve the legacy of founders, while helping grow the business into the future. We are on a mission to acquire, build and grow great software businesses that have dominant positions in niche markets all over the world. Today Banyan has over 750 employees throughout the US, Canada, UK, Europe, Australia and New Zealand. Founded in 2016 with permanent capital to preserve the legacy of founders, Banyan focuses on a buy, hold and grow for life strategy. For more information on Banyan Software, Inc. visit: http://www.banyansoftware.com What We Look For: - Great enterprise software businesses that have dominant positions in niche markets - We work with owners who are thinking about an exit today or further down the road - We are flexible and can be creative when we find a business that is a good fit - The businesses in the Banyan family all share a similar profile: - Annual revenues in excess of $2M-$30M - A high percentage of recurring revenue - Positive operating margins and cash flow - High customer retention and satisfaction - Happy and committed employees
