Account Executive (AE)

Job Responsibility:

Location: Toronto, ON (In-office/Some Travel Required)

About Mortgage Automator:

Built by Lenders, Designed for Growth. Mortgage Automator was started in 2013 as a simple document generating tool for a small private lender in Toronto, Canada. Since then, the software has evolved significantly to encompass every possible feature and account for all the unique lending scenarios. Mortgage Automator is a cutting-edge technology company specializing in providing innovative, automated solutions for the private lending industry.

Our comprehensive product offerings include modules for loan origination, servicing, and administration. The loan origination module automates the entire process from application to approval, ensuring quick and accurate decision-making. Our servicing module streamlines payment processing, accounting, and borrower communications, while our administration tools offer robust reporting, compliance tracking, and portfolio management capabilities, optimizing operations for our clients.

At Mortgage Automator, our mission is to transform the private lending landscape through the power of automation and technology. We are committed to reducing administrative burdens, improving operational efficiency, and enhancing clarity throughout the lending process. By delivering exceptional support and training, we ensure our clients maximize the value of our platform, empowering them to succeed in a competitive market and driving growth and innovation within the industry.

Why Join Us?

• Uncapped Commission Structure: Base salary of $60,000 with top performers easily earning $200K+ per year.
• Benefits & Time Off: Comprehensive health benefits and a generous vacation package.
• Modern Sales Stack: Access to cutting-edge tools including HubSpot, Gong, 6sense, SFR Analytics, LinkedIN and more.
• Career Growth: Be part of a fast-growing SaaS company with strong leadership and significant market traction.
• Collaborative Culture: Work in a dynamic, team-first environment that values initiative, innovation, and results.

Your Role

As an Account Executive, you will be responsible for qualifying, and closing new business opportunities in the private lending software space. This is a hunter role focused on both inbound and outbound activity, some proactive prospecting, and exceptional SaaS product presentations. You will own the full sales cycle - from first outreach to signed agreement.

Key Responsibilities

• Prospect & Qualify: Identify, reach out to, and qualify leads using a mix of inbound leads, cold calling and emails.
• Own the Pipeline: Build and manage a healthy pipeline of inbound and outbound opportunities using HubSpot CRM (preferred)other CRM expertise such as Salesforce is great, as well.
• Consultative Selling: Conduct compelling SaaS demos tailored to the prospect's pain points, industry, and goals.
• Close Deals: Drive the sales process from discovery to close, managing objections and building business cases that convert.
• Collaborate Cross-Functionally: Partner with Marketing, Onboarding, Customer Success, Client Solutions and Product to ensure a world-class customer experience.
• Track & Optimize: Accurately log activities, maintain data hygiene, and continuously refine your approach to exceed KPIs.
• Stay Informed: Keep up to date on lending industry trends, competitors, and customer challenges.

What You Bring

• 2+ years of proven experience in B2B SaaS sales with full-cycle ownership and meeting/exceeding sales quotas.
• Experience with HubSpot CRM (strongly preferred) or Salesforce is required.
Proficient in working and managing both inbound & outbound leads and opportunities.
• Exceptional presentation and demo skills - you can clearly explain technical products and articulate value.
• Experience using Gong or similar conversational intelligence platforms is a strong asset.

Attributes That Win

• Fast Learner : Can ramp up quickly in a complex technical environment. Our top performers typically came from onboarding or support roles first - this role skips that stage, so quick learning is critical.
• Excellent Communicator : Articulate and confident, with the ability to speak to lenders, fund managers, and C-levels in a professional, strategic tone.
• Technically Curious & Literate: Demonstrates a genuine interest in how technology solves business problems.
• CRM. Activities & Pipeline Management: Manages pipeline, activities, tasks, and communications directly in CRMs (preferably HubSpot) with discipline and accuracy.
  • Knows that “ If it's not in the CRM, it didn't happen .”
  • Operates with urgency and structure. Plans their day around follow-ups, demos, and prospecting blocks, not reactive tasks.
  • Always has a next step booked, and a clear view of what stage each opportunity is in.

Good to Have:

• Industry Fluent: Understands basic lending (e.g. mortgages, private lending, application intake, underwriting, document generation, funding, payment collection) and can engage in conversations around mortgage terms, investor reporting, and borrower portals using industry terminology.
• Loan Origination Systems: Either has worked with or sold LOS software in the past (ideal), or demonstrates clear understanding of the LOS ecosystem and how SaaS tools replace spreadsheets/manual processes.