客户经理, 房贷
Account Executive, Mortgage
Truv 通过消费者授权的收入、就业和资产数据以及自动化文档处理，使抵押贷款放款人、银行、信用合作社和政府机构能够更快、更智能地进行验证决策。通过与薪资系统和金融平台集成，Truv 可将验证成本降低约 60–80%，并提供实时透明度和合规性。Truv 是房利美（Fannie Mae）和房地美（Freddie Mac）的认证验证供应商，由 Kleiner Perkins 支持。
职位简介
向抵押贷款放款人销售不是一次性的推销；而是一场关于验证如何融入复杂放款流程的顾问式对话。Truv 最优秀的客户经理首先是产品顾问，其次是销售人员。
作为抵押贷款客户经理，你将负责抵押贷款潜在客户的整个销售周期，并通过真实的的技术和运营深度赢得信任。你需要平衡两个优先事项：
- 先提供咨询，再进行销售 – 深入了解放款人的验证流程，设计合适的解决方案，然后引导他们采用。
- 负责销售数字 – 在指定的抵押贷款账户中推动销售渠道并完成收入。
你将与产品、解决方案/工程团队以及抵押贷款副总裁紧密合作，赢得并扩展客户。
我们是一家致力于多样性的平等机会雇主。我们不基于种族、肤色、宗教、性别、性取向、性别认同、国籍、年龄、残疾、退伍军人身份或其他受保护的身份进行歧视。
你将负责的工作：
- 以产品为导向的顾问式销售：与放款人进行技术性、运营基础的对话，诊断验证流程，并将 Truv 平台映射到他们的需求上。
- 全流程负责：从潜在客户开发和发现，到技术评估、谈判和成交，管理整个销售周期。
- 解决方案设计：与产品和解决方案工程团队合作，规划符合每个放款人技术栈的集成（POS/LOS）、试点和部署。
- 销售线索生成：通过外联、内联和关系驱动的方式建立并维护健康的销售线索池。
- 交易推进：在复杂的采购委员会（运营、合规、IT 和放贷高管）中推进交易直至签署。
- 扩展销售：通过识别 Truv 可以创造价值的新用例和流程，在客户内部扩大使用范围。
- 客户之声：将流程和产品反馈带回产品团队，以优化产品路线图。
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About Truv
Truv empowers mortgage lenders, banks, credit unions, and government agencies to make faster, smarter verification decisions through consumer-permissioned income, employment, and asset data, plus automated document processing. By integrating with payroll systems and financial platforms, Truv reduces verification costs up to ~60–80% and offers real-time transparency and regulatory compliance. Truv is an approved verification vendor for both Fannie Mae and Freddie Mac and is backed by Kleiner Perkins.
About the Job
Selling to mortgage lenders isn't a transactional pitch; it's a consultative conversation about how verifications fit into complex origination workflows. The best AE at Truv is a product advisor first and a salesperson second.
As an Account Executive, Mortgage, you'll own the full sales cycle for mortgage prospects while earning credibility through genuine technical and operational depth. You'll balance two priorities:
- Advise, Then Sell – Understand a lender's verification workflows well enough to design the right solution, then guide them to it.
- Own the Number – Drive pipeline and close revenue across a defined book of mortgage accounts.
You'll work closely with Product, Solutions/Engineering, and the VP, Mortgage, to win and expand accounts.
We are an equal-opportunity employer committed to diversity. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status.
What You'll Do:
- Consultative, Product-Led Selling: Lead technical, operations-grounded conversations with lenders, diagnosing verification workflows and mapping Truv's platform to their needs.
- Full-Cycle Ownership: Manage the entire sales cycle from prospecting and discovery through technical evaluation, negotiation, and close.
- Solution Design: Partner with Product and Solutions Engineering to scope integrations (POS/LOS), pilots, and rollouts that fit each lender's stack.
- Pipeline Generation: Build and maintain a healthy pipeline through outbound, inbound, and relationship-driven sourcing.
- Deal Navigation: Manage complex buying committees (operations, compliance, IT, and lending executives) through to signature.
- Expansion: Grow adoption within accounts by identifying new use cases and workflows where Truv adds value.
- Voice of the Customer: Bring workflow and product feedback back to Product to sharpen the roadmap and positioning.
Who You Are:
- 5+ years in B2B sales, with a strong track record selling into mortgage lenders or the broader mortgage ecosystem.
- Genuine technical and operational depth in mortgage, fluent in origination workflows and how verifications fit in.
- A product-advisor mindset: you win by being the most knowledgeable, helpful person in the room.
- Experience managing complex, multi-stakeholder enterprise sales cycles.
- Comfort with technical evaluations and integration discussions (POS/LOS, APIs, pilots).
- Comfortable getting hands-on with the product and technical documentation (demo.truv.com, docs.truv.com) and discussing technical aspects credibly with buyers.
- Excellent discovery, communication, and negotiation skills.
- Consistent record of meeting or exceeding quota.
Nice to Have:
- Prior experience at a mortgage technology, fintech, or verification company.
- Familiarity with VOIE/VOA/VOE and GSE programs (DU/AIM).
- Hands-on experience with major POS and LOS platforms.
- Experience selling in an early-stage or high-growth environment.
Benefits:
- Fully remote
- Competitive salary and equity package
- Health, dental, and vision insurance
- 401(k)
- Flexible time off
- Work with cutting-edge technology and innovative customers
- Opportunity to shape the future of financial data access