Pylon · 3 months ago
Senior Account Executive - Wholesale
New York City (in office)
Full-time
Onsite
Senior Level
5+ years expPylon is a transformative company in the mortgage industry, aiming to automate credit, compliance, capital, and operations through innovative software solutions. The Senior Account Executive (Wholesale) will be responsible for acquiring and growing mortgage broker partners nationally while managing a full sales pipeline and collaborating with various teams to enhance sales processes and customer journeys.
Enterprise SoftwareFinanceFinancial ServicesFinTechInfrastructureLendingSoftware
Responsibilities
Sales Pipeline Ownership: Own and manage a full sales pipeline from lead qualification through to closed-won deals. You will be responsible for generating new business opportunities and driving the sales process forward at every stage- with a predisposition for creatively chartering a path forward at every opportunity
Discovery & Needs Assessment: Conduct thorough discovery calls and meetings to understand customer needs, pain points, and business objectives. Tailor the product pitch to align with these needs and demonstrate the value of our mortgage-as-a-service platform
Product Demonstrations: Conduct compelling product demos and presentations to prospects, highlighting the unique capabilities and value proposition of our programmatic mortgage rails
Negotiation & Closing: Lead negotiations and close deals in your pipeline, ensuring customer expectations are thoughtfully set and met throughout the sales process
Sales Process Development: Collaborate with the VP of Business Development to build and refine sales processes, systems, and materials that streamline the sales cycle, improve lead conversion rates, and scale the GTM function
Collaboration with other GTM Teams: Work closely with the marketing, product, and account management teams to ensure alignment on sales strategy, messaging, and the post-sale customer journey
CRM & Reporting: Maintain accurate and up-to-date records in the CRM (currently Hubspot), track key sales metrics, and report on performance to the VP of Business Development and other company leadership
Market and Software Intelligence: Stay up-to-date on industry trends, competitive landscape, and customer needs to continuously refine your sales approach and ensure you’re addressing the right pain points for both our ‘Build With’ and ‘Switch To’ audiences
Qualification
Required
5+ years in wholesale mortgage sales (broker/TPO channel) with consistent quota attainment and territory ownership
Proven success selling to and growing broker accounts (multi-LO shops), from approval → first fund → sustained production
Fluency in Conventional/FHA/VA; familiarity coaching Non-QM/DSCR scenarios and submission quality
Comfortable navigating pricing/PPE (Optimal Blue/Polly), lock/float strategy, and disciplined exception management with Secondary/Credit
Hands-on with LOS/TPO portals (e.g., Encompass/ICE, MeridianLink); able to guide brokers on tech setup and best practices
Expert pipeline and forecast hygiene; strong executive communication with broker owners/production heads
Self-starter in a fast, tech-forward org; builds process, adapts quickly, and partners tightly with Ops/UW/Funding
CRM proficiency (HubSpot) and enablement tools for leads, pipeline, and KPI tracking
Consultative, problem-solving approach—partnering from lead to launch to achieve broker business goals
Company
Pylon
Building the mortgage-as-a-service infrastructure platform
11-50 employees
Funding
Current Stage
Early StageTotal Funding
$8.5MKey Investors
Conversion Capital
2024-11-26Series Unknown
2022-12-05Seed· $8.5M
2022-03-17Series Unknown
Leadership Team
Trent Hedge
Co-Founder and CEO
Recent News
500 Global
2025-12-05
2025-02-13
2022-12-08
Company data provided by crunchbase