Job Opportunities API

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 conv