{"schemaVersion":"jobsearcher.job.v1","id":"f227d5625ad77aef72f3e977","url":"https://jobsearcher.com/jobs/f227d5625ad77aef72f3e977","canonicalUrl":"https://jobsearcher.com/jobs/f227d5625ad77aef72f3e977","title":"Sales Development Representative","description":"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.\nAbout Loan Vision\nLoan Vision is a PE-backed, high-growth technology company focused on providing loan-level\naccounting software for the mortgage banking industry. Built on the Microsoft Dynamics platform and\nhosted in Microsoft Azure, Loan Vision helps more than 270 customers reduce risk, streamline\nmanual processes, lower operating expense, and gain faster insight into profitability. We combine\npurpose-built technology with the implementation approach and ongoing support customers need to\nmaximize their use of our software.\n\nPosition Summary\nThe Sales Development Representative is responsible for creating qualified new-to-new pipeline by\nturning targeted outreach and marketing engagement into high-quality sales conversations. The role\nfocuses primarily on outbound prospecting, webinar follow-up, marketing campaigns, and older\nSalesforce leads. You will research target accounts, engage CFOs, Controllers, and other senior\nfinance leaders at independent mortgage banks, credit unions, and banks, conduct initial\nqualification, and schedule well-prepared meetings for Account Executives.\n\nAs your product knowledge and confidence grow, you will support Account Executives during\npresentations, deliver selected portions of presentations, and eventually lead appropriate product\npresentations independently. This role is designed to provide a development path toward an Account\nExecutive opportunity for strong performers who demonstrate consistent results, readiness, and\nalignment with business needs.\n\nCore Responsibilities\n\nBuild and execute disciplined, multi-channel outbound prospecting using phone, email,\nLinkedIn, and other approved sales tools.\n\nTarget CFOs, Controllers, and other senior finance leaders at independent mortgage banks,\ncredit unions, and banks.\n\nFollow up quickly and thoughtfully with webinar attendees, marketing campaign engagement,\nand older Salesforce leads.\n\nResearch accounts and contacts to personalize outreach around relevant accounting,\nfinancial management, profitability, and operational challenges.\n\nConduct initial discovery and qualification to confirm fit, business need, key stakeholders,\ntiming, and a meaningful next step.\n\nSchedule high-quality meetings for Account Executives, provide complete context, and\nensure a clean handoff and timely follow-up.\n\nMaintain accurate, complete, and timely Salesforce records, including contact information,\nlead source and campaign attribution, discovery notes, next steps, and opportunity progress.\n\nCollaborate with Account Executives and Marketing on messaging, outreach sequences,\nwebinars, campaigns, target lists, and market feedback.\n\nBuild mortgage industry and Loan Vision product knowledge to support presentations, deliver\nselected portions, and independently conduct appropriate presentations as readiness is\ndemonstrated.\n\nMeet or exceed defined expectations for outbound activity, appointments scheduled and\nheld, sales-qualified opportunities, sourced pipeline, and Salesforce hygiene.\n\nShare prospect feedback, recurring objections, competitive observations, and campaign\nlearnings with Sales and Marketing leadership.\n\nWhat Success Looks Like\n\nConsistent activity and disciplined follow-up that create a steady flow of qualified sales\nconversations.\n\nQuality over calendar volume: meetings are relevant, well-qualified, documented, and worth\nthe Account Executive's time.\n\nA measurable contribution to sales-qualified opportunities and new-to-new pipeline.\nReliable Salesforce discipline, including accurate campaign attribution, clear notes, defined\nnext steps, and timely updates.\n\nContinuous growth in mortgage industry knowledge, discovery skills, product fluency, and\npresentation capability.\n\nQualifications and Experience\n\nPrevious experience in outbound B2B sales, business development, lead generation, or\nprospecting is preferred.\n\nExperience in mortgage banking, fintech, SaaS, accounting, or financial software is a plus.\nA bachelor's degree is preferred; equivalent relevant education and experience will be\nconsidered.\n\nStrong written and verbal communication skills, including confidence engaging senior finance\nleaders by phone, email, and video.\n\nExperience with Salesforce and Microsoft Office applications is preferred.\nStrong organization, prioritization, time management, attention to detail, and follow-through.\nA self-directed approach and the ability to stay productive and accountable in a fully remote,\nfast-paced environment.\n\nCuriosity, coachability, resilience, and resourcefulness.\nA positive attitude, low ego, and team-first approach.\n\nDevelopment Path\nThe Sales Development Representative will receive opportunities to deepen product and industry\nknowledge, participate in discovery and presentations, and take on broader presentation\nresponsibility as proficiency grows. Progression toward an Account Executive role will be based on\nconsistent performance, demonstrated readiness, and the needs of the business.\n\nBenefits\n\nUnlimited PTO\nStandard holidays\nCompetitive health benefits\n401(k) program\nCollaborative work atmosphere\nExperience working in a high-growth, PE-backed software company\nStrong professional growth opportunities\n\nAdditional Position Information\nThis is a full-time, fully remote position with minimal travel. The role reports to the VP of Sales.\nSpecific performance targets, incentive components, eligibility requirements, and payment terms are\nestablished in the applicable sales compensation plan.\nDiversity, 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.\nPlease 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.\nRecruitment Notice\nBanyan Software may use artificial intelligence (AI) tools to assist in screening and/or assessing applicants during the recruitment process. All hiring decisions are made by our team. Personal information submitted through your application will be collected and used for recruitment purposes in accordance with applicable privacy laws. Contact us at any time with questions about our process or to request accommodation.\n\nBeware of Recruitment Scams\nWe 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.\nProtect yourself by following these steps:\nVerify that all communications from our recruiting team come from an @banyansoftware.com email address.\nRemember, employers will never request payment or banking information during the hiring process.\nIf you receive a suspicious message, do not respond — instead, forward it to careers@banyansoftware.com and/or report it to the platform where you received it.\nYour safety and security are important to us. Thank you for staying vigilant.","company":"Banyan Software","rawCompany":"banyan software","city":"Washington","state":"DC","isRemote":false,"isActive":false,"createdAt":"2026-07-31T11:11:47.279Z","occupations":[{"code":"41-3091.00","title":"Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel","slug":"sales-representatives-of-services-except-advertising-insurance-financial-services-and-travel"},{"code":"41-4012.00","title":"Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products","slug":"sales-representatives-wholesale-and-manufacturing-except-technical-and-scientific-products"},{"code":"41-9099.00","title":"Sales and Related Workers, All Other","slug":"sales-and-related-workers-all-other"}],"industries":[{"code":"513210","title":"Software Publishers","slug":"software-publishers"},{"code":"522299","title":"International, Secondary Market, and All Other Nondepository Credit Intermediation","slug":"international-secondary-market-and-all-other-nondepository-credit-intermediation"},{"code":"522390","title":"Other Activities Related to Credit Intermediation","slug":"other-activities-related-to-credit-intermediation"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Sales Development Representative","description":"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.\nAbout Loan Vision\nLoan Vision is a PE-backed, high-growth technology company focused on providing loan-level\naccounting software for the mortgage banking industry. Built on the Microsoft Dynamics platform and\nhosted in Microsoft Azure, Loan Vision helps more than 270 customers reduce risk, streamline\nmanual processes, lower operating expense, and gain faster insight into profitability. We combine\npurpose-built technology with the implementation approach and ongoing support customers need to\nmaximize their use of our software.\n\nPosition Summary\nThe Sales Development Representative is responsible for creating qualified new-to-new pipeline by\nturning targeted outreach and marketing engagement into high-quality sales conversations. The role\nfocuses primarily on outbound prospecting, webinar follow-up, marketing campaigns, and older\nSalesforce leads. You will research target accounts, engage CFOs, Controllers, and other senior\nfinance leaders at independent mortgage banks, credit unions, and banks, conduct initial\nqualification, and schedule well-prepared meetings for Account Executives.\n\nAs your product knowledge and confidence grow, you will support Account Executives during\npresentations, deliver selected portions of presentations, and eventually lead appropriate product\npresentations independently. This role is designed to provide a development path toward an Account\nExecutive opportunity for strong performers who demonstrate consistent results, readiness, and\nalignment with business needs.\n\nCore Responsibilities\n\nBuild and execute disciplined, multi-channel outbound prospecting using phone, email,\nLinkedIn, and other approved sales tools.\n\nTarget CFOs, Controllers, and other senior finance leaders at independent mortgage banks,\ncredit unions, and banks.\n\nFollow up quickly and thoughtfully with webinar attendees, marketing campaign engagement,\nand older Salesforce leads.\n\nResearch accounts and contacts to personalize outreach around relevant accounting,\nfinancial management, profitability, and operational challenges.\n\nConduct initial discovery and qualification to confirm fit, business need, key stakeholders,\ntiming, and a meaningful next step.\n\nSchedule high-quality meetings for Account Executives, provide complete context, and\nensure a clean handoff and timely follow-up.\n\nMaintain accurate, complete, and timely Salesforce records, including contact information,\nlead source and campaign attribution, discovery notes, next steps, and opportunity progress.\n\nCollaborate with Account Executives and Marketing on messaging, outreach sequences,\nwebinars, campaigns, target lists, and market feedback.\n\nBuild mortgage industry and Loan Vision product knowledge to support presentations, deliver\nselected portions, and independently conduct appropriate presentations as readiness is\ndemonstrated.\n\nMeet or exceed defined expectations for outbound activity, appointments scheduled and\nheld, sales-qualified opportunities, sourced pipeline, and Salesforce hygiene.\n\nShare prospect feedback, recurring objections, competitive observations, and campaign\nlearnings with Sales and Marketing leadership.\n\nWhat Success Looks Like\n\nConsistent activity and disciplined follow-up that create a steady flow of qualified sales\nconversations.\n\nQuality over calendar volume: meetings are relevant, well-qualified, documented, and worth\nthe Account Executive's time.\n\nA measurable contribution to sales-qualified opportunities and new-to-new pipeline.\nReliable Salesforce discipline, including accurate campaign attribution, clear notes, defined\nnext steps, and timely updates.\n\nContinuous growth in mortgage industry knowledge, discovery skills, product fluency, and\npresentation capability.\n\nQualifications and Experience\n\nPrevious experience in outbound B2B sales, business development, lead generation, or\nprospecting is preferred.\n\nExperience in mortgage banking, fintech, SaaS, accounting, or financial software is a plus.\nA bachelor's degree is preferred; equivalent relevant education and experience will be\nconsidered.\n\nStrong written and verbal communication skills, including confidence engaging senior finance\nleaders by phone, email, and video.\n\nExperience with Salesforce and Microsoft Office applications is preferred.\nStrong organization, prioritization, time management, attention to detail, and follow-through.\nA self-directed approach and the ability to stay productive and accountable in a fully remote,\nfast-paced environment.\n\nCuriosity, coachability, resilience, and resourcefulness.\nA positive attitude, low ego, and team-first approach.\n\nDevelopment Path\nThe Sales Development Representative will receive opportunities to deepen product and industry\nknowledge, participate in discovery and presentations, and take on broader presentation\nresponsibility as proficiency grows. Progression toward an Account Executive role will be based on\nconsistent performance, demonstrated readiness, and the needs of the business.\n\nBenefits\n\nUnlimited PTO\nStandard holidays\nCompetitive health benefits\n401(k) program\nCollaborative work atmosphere\nExperience working in a high-growth, PE-backed software company\nStrong professional growth opportunities\n\nAdditional Position Information\nThis is a full-time, fully remote position with minimal travel. The role reports to the VP of Sales.\nSpecific performance targets, incentive components, eligibility requirements, and payment terms are\nestablished in the applicable sales compensation plan.\nDiversity, 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.\nPlease 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.\nRecruitment Notice\nBanyan Software may use artificial intelligence (AI) tools to assist in screening and/or assessing applicants during the recruitment process. All hiring decisions are made by our team. Personal information submitted through your application will be collected and used for recruitment purposes in accordance with applicable privacy laws. Contact us at any time with questions about our process or to request accommodation.\n\nBeware of Recruitment Scams\nWe 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.\nProtect yourself by following these steps:\nVerify that all communications from our recruiting team come from an @banyansoftware.com email address.\nRemember, employers will never request payment or banking information during the hiring process.\nIf you receive a suspicious message, do not respond — instead, forward it to careers@banyansoftware.com and/or report it to the platform where you received it.\nYour safety and security are important to us. Thank you for staying vigilant.","datePosted":"2026-07-31T11:11:47.279Z","dateModified":"2026-07-31T11:11:47.279Z","hiringOrganization":{"@type":"Organization","name":"Banyan Software","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Washington","addressRegion":"DC","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"f227d5625ad77aef72f3e977"},"url":"https://jobsearcher.com/jobs/f227d5625ad77aef72f3e977"}}