Vontive · 2 hours ago
Account Executive
Vontive is a digital mortgage lender and software company serving real estate investors. As an Account Executive, you will own the complete sales cycle for residential investment property mortgages, cultivating relationships with investors and driving revenue growth.
Financial ServicesFinTechReal Estate
Responsibilities
Own revenue targets: Generate $600K-$1M in annual revenue through proactive sales activities and relationship development
Convert qualified leads: Engage with inbound leads and convert them into repeat borrowers through consultative selling
Build your pipeline: Maintain a healthy pipeline of 50-80 active opportunities, managing multiple deals simultaneously through various stages of the sales cycle
Close deals: Take full ownership of the sales process from initial contact through loan closing, ensuring on-time delivery and exceptional borrower experience
Drive repeat business: Build lasting relationships that generate referrals and repeat transactions from satisfied investor clients
Develop deep relationships with real estate investors, understanding their investment strategies, property portfolios, and financing needs
Educate investors on Vontive's mortgage products, competitive rates, and loan structures tailored to fix-and-flip, ground up construction, and rental property investments
Position yourself as a go-to financing solution provider for your clients’ investment strategies
Prepare and present compelling loan quotes, while prequalifying lending opportunities to ensure eligibility for Vontive's lending criteria
Guide borrowers through the loan application, quoting, underwriting, and closing process, proactively addressing questions and concerns
Collaborate with Sales Analyst, Operations, and Capital Markets to ensure smooth execution and problem-solve any issues
Maintain clear communication with borrowers throughout the process, managing expectations and delivering on commitments
Master Vontive's proprietary technology platform to deliver superior client experiences
Maintain rigorous CRM discipline, tracking interactions, pipeline metrics, and revenue forecasts
Contribute feedback to continuously improve processes, tools, and the borrower experience
Qualification
Required
3-5 years of B2B or B2B2C complex sales experience where customer retention is a key success factor with demonstration of a consistent track record of meeting or exceeding quota
Demonstrated ability to manage your own book of business and hit revenue targets independently
Natural ability to educate and build trust rather than use high-pressure tactics
Comfort with numbers, financial concepts, and analyzing investment returns
Proven ability to juggle multiple opportunities and manage a complex sales pipeline
Experience CRM systems and commitment to process discipline
Exceptional verbal and written skills with ability to simplify complex concepts and effectively collaborate with internal/external stakeholders
Preferred
Sales experience in commercial insurance
Sales experience in SAAS/technology
Sales experience in commercial equipment leasing/financing
Sales experience in wealth management/financial advisory
Sales experience in medical device/equipment sales
Benefits
Comprehensive health coverage: Medical, dental, vision, short- and long-term disability, and life insurance
Unlimited PTO: Take the time you need to recharge and maintain work-life balance
401(k) retirement plan: Company-sponsored retirement savings
Paid parental leave: Support for growing families
Fitness & wellness benefits: Investment in your health and wellbeing
Flexible work arrangements: Seattle office-based with hybrid flexibility
Company
Vontive
Vontive is an embedded mortgage platform for investment real estate.
Funding
Current Stage
Growth StageTotal Funding
$143MKey Investors
CitiZigg CapitalFounders Fund
2025-05-29Series Unknown
2022-04-07Series B· $25M
2022-04-06Debt Financing· $110M
Recent News
Business Wire
2025-07-09
2025-06-04
Company data provided by crunchbase