Sales Development Representative

About this role

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.

About Loan Vision Loan Vision is a PE-backed, high-growth technology company focused on providing loan-level accounting software for the mortgage banking industry. Built on the Microsoft Dynamics platform and hosted in Microsoft Azure, Loan Vision helps more than 270 customers reduce risk, streamline manual processes, lower operating expense, and gain faster insight into profitability. We combine purpose-built technology with the implementation approach and ongoing support customers need to maximize their use of our software.

Position Summary The Sales Development Representative is responsible for creating qualified new-to-new pipeline by turning targeted outreach and marketing engagement into high-quality sales conversations. The role focuses primarily on outbound prospecting, webinar follow-up, marketing campaigns, and older Salesforce leads. You will research target accounts, engage CFOs, Controllers, and other senior finance leaders at independent mortgage banks, credit unions, and banks, conduct initial qualification, and schedule well-prepared meetings for Account Executives.

As your product knowledge and confidence grow, you will support Account Executives during presentations, deliver selected portions of presentations, and eventually lead appropriate product presentations independently. This role is designed to provide a development path toward an Account Executive opportunity for strong performers who demonstrate consistent results, readiness, and alignment with business needs.

Core Responsibilities • Build and execute disciplined, multi-channel outbound prospecting using phone, email, LinkedIn, and other approved sales tools. • Target CFOs, Controllers, and other senior finance leaders at independent mortgage banks, credit unions, and banks. • Follow up quickly and thoughtfully with webinar attendees, marketing campaign engagement, and older Salesforce leads. • Research accounts and contacts to personalize outreach around relevant accounting, financial management, profitability, and operational challenges. • Conduct initial discovery and qualification to confirm fit, business need, key stakeholders, timing, and a meaningful next step. • Schedule high-quality meetings for Account Executives, provide complete context, and ensure a clean handoff and timely follow-up. • Maintain accurate, complete, and timely Salesforce records, including contact information, lead source and campaign attribution, discovery notes, next steps, and opportunity progress. • Collaborate with Account Executives and Marketing on messaging, outreach sequences, webinars, campaigns, target lists, and market feedback. • Build mortgage industry and Loan Vision product knowledge to support presentations, deliver selected portions, and independently conduct appropriate presentations as readiness is demonstrated. • Meet or exceed defined expectations for outbound activity, appointments scheduled and held, sales-qualified opportunities, sourced pipeline, and Salesforce hygiene. • Share prospect feedback, recurring objections, competitive observations, and campaign learnings with Sales and Marketing leadership.

What Success Looks Like • Consistent activity and disciplined follow-up that create a steady flow of qualified sales conversations. • Quality over calendar volume: meetings are relevant, well-qualified, documented, and worth the Account Executive's time. • A measurable contribution to sales-qualified opportunities and new-to-new pipeline. • Reliable Salesforce discipline, including accurate campaign attribution, clear notes, defined next steps, and timely updates. • Continuous growth in mortgage industry knowledge, discovery skills, product fluency, and presentation capability.

Qualifications and Experience • Previous experience in outbound B2B sales, business development, lead generation, or prospecting is preferred. • Experience in mortgage banking, fintech, SaaS, accounting, or financial software is a plus. • A bachelor's degree is preferred; equivalent relevant education and experience will be considered. • Strong written and verbal communication skills, including confidence engaging senior finance leaders by phone, email, and video. • Experience with Salesforce and Microsoft Office applications is preferred. • Strong organization, prioritization, time management, attention to detail, and follow-through. • A self-directed approach and the ability to stay productive and accountable in a fully remote, fast-paced environment. • Curiosity, coachability, resilience, and resourcefulness. • A positive attitude, low ego, and team-first approach.

Development Path The Sales Development Representative will receive opportunities to deepen product and industry knowledge, participate in discovery and presentations, and take on broader presentation responsibility as proficiency grows. Progression toward an Account Executive role will be based on consistent performance, demonstrated readiness, and the needs of the business.

Benefits • Unlimited PTO • Standard holidays • Competitive health benefits • 401(k) program • Collaborative work atmosphere • Experience working in a high-growth, PE-backed software company • Strong professional growth opportunities

Additional Position Information This is a full-time, fully remote po

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