Cotality · 2 weeks ago
Solution Sales Director, Mortgage Solutions
United States
Full-time
Remote
Senior Level, Lead/Staff
$106K/yr - $132K/yr
10+ years expCotality is a global leader in property intelligence, dedicated to making the property industry more efficient and people-centric. The Solution Sales Director will oversee the full sales cycle for mortgage solutions, focusing on client relationships and driving product adoption within the mortgage community.
Property InsuranceReal EstateSoftware
Responsibilities
Ownership of the full sales cycle to achieve revenue growth goals for assigned products and solutions within the assigned portfolio by developing and managing client relationships with key decision makers, approvers and influencers
Heavy focus on adoption of Cotality products and solutions within the mortgage community. Collaborate closely with mortgage Inside Sales Account Executives supporting mortgage lenders with raising awareness of Cotality’s offerings and driving adoption
Responsible for researching and identifying new business opportunities and engaging prospective clients while building sales strategy with the Account Executive coverage
Identify relative products, solutions and services to meet customer needs; ensure use case; plan, prioritize and execute discussions with clients
Protect and grow Cotality's relationship and scope of influence; cultivate relationships by developing and/or managing client relationships with key decision makers, approvers, influencers, as well as, developing and executing sales strategy through a defined account plan
Brings deal negotiations to a productive close, through collaboration, effective negotiation and client discussion
Develop a deep understanding of our client’s business needs and evangelize how Cotality capabilities align with clients' business to identify solution opportunities
Act as a strategic advisor and partner to the client. Serve as the voice of the customer, share client perspective, feedback and insights with internal stakeholders across the enterprise
Provide accurate and timely (daily and weekly) sales activity reports to reflect the true status of sales opportunities; actively manage pipeline via tools provided in SharePoint, CRM and Excel
Manage follow-up with clients to ensure client satisfaction with products and/or services provided
Partners with the product management team, Account Executives, Account Management and solution owners to identify, prioritize and evaluate new opportunities for the client(s)
Ability to recognize and communicate industry trends to leadership and business units
Qualification
Required
Bachelor's degree (or equivalent combination of education and experience) plus 10 years of direct sales experience preferred
Five years of experience in the mortgage industry or similar, preferably selling into mortgage/banking business units in a solutions sales role with proven track record of facilitating, negotiating and closing successful transactions for products and services in mortgage originations, servicing portfolio management and/or capital markets preferred
Demonstrated ability to acquire new customer relationships with a successful track record of achieving/ exceeding individual sales targets
Experience in solution selling; strong influencing and negotiation skills; consultative and collaborative style; ability to develop and maintain effective relationships internally and externally
Benefits
Generous PTO and 11 paid holidays, plus well-being and volunteer time off.
Up to 16 weeks of fully paid parental leave and a baby stipend.
Multiple medical plan options with mental health and wellness support offerings.
401(k) with company match and vesting after one year.
$400 annual well-being stipend and tuition assistance up to $5,250.
Recognition Rewards, Referral bonuses, exclusive discounts and more!
Company
Cotality
Cotality is a technology firm helping property professionals with data, valuations, surveys and retrofit solutions.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$1.63MKey Investors
Finance Birmingham
2018-02-12Acquired
2016-07-05Series Unknown· $1.63M
Recent News
2026-01-22
2026-01-11
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