Truv empowers mortgage lenders, banks, credit unions, and government agencies to make faster, smarter verification decisions through consumer-permissioned income, employment, and asset data, plus automated document processing. By integrating with payroll systems and financial platforms, Truv reduces verification costs up to ~60–80% and offers real-time transparency and regulatory compliance. Truv is an approved verification vendor for both Fannie Mae and Freddie Mac and is backed by Kleiner Perkins.
Selling to mortgage lenders isn't a transactional pitch; it's a consultative conversation about how verifications fit into complex origination workflows. The best AE at Truv is a product advisor first and a salesperson second.
As an Account Executive, Mortgage, you'll own the full sales cycle for mortgage prospects while earning credibility through genuine technical and operational depth. You'll balance two priorities:
Advise, Then Sell – Understand a lender's verification workflows well enough to design the right solution, then guide them to it.
Own the Number – Drive pipeline and close revenue across a defined book of mortgage accounts.
You'll work closely with Product, Solutions/Engineering, and the VP, Mortgage, to win and expand accounts.
Consultative, Product-Led Selling: Lead technical, operations-grounded conversations with lenders, diagnosing verification workflows and mapping Truv's platform to their needs.
Full-Cycle Ownership: Manage the entire sales cycle from prospecting and discovery through technical evaluation, negotiation, and close.
Solution Design: Partner with Product and Solutions Engineering to scope integrations (POS/LOS), pilots, and rollouts that fit each lender's stack.
Pipeline Generation: Build and maintain a healthy pipeline through outbound, inbound, and relationship-driven sourcing.
Deal Navigation: Manage complex buying committees (operations, compliance, IT, and lending executives) through to signature.
Expansion: Grow adoption within accounts by identifying new use cases and workflows where Truv adds value.
Voice of the Customer: Bring workflow and product feedback back to Product to sharpen the roadmap and positioning.
5+ years in B2B sales, with a strong track record selling into mortgage lenders or the broader mortgage ecosystem.
Genuine technical and operational depth in mortgage, fluent in origination workflows and how verifications fit in.
A product-advisor mindset: you win by being the most knowledgeable, helpful person in the room.
Experience managing complex, multi-stakeholder enterprise sales cycles.
Comfort with technical evaluations and integration discussions (POS/LOS, APIs, pilots).
Comfortable getting hands-on with the product and technical documentation (demo.truv.com, docs.truv.com) and discussing technical aspects credibly with buyers.
Excellent discovery, communication, and negotiation skills.
Consistent record of meeting or exceeding quota.
Prior experience at a mortgage technology, fintech, or verification company.
Familiarity with VOIE/VOA/VOE and GSE programs (DU/AIM).
Hands-on experience with major POS and LOS platforms.
Experience selling in an early-stage or high-growth environment.
Fully remote
Competitive salary and equity package
Health, dental, and vision insurance
401(k)
Flexible time off
Work with cutting-edge technology and innovative customers
Opportunity to shape the future of financial data access
We are an equal-opportunity employer committed to diversity. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status.
Job details are sourced from the employer's original posting.
Open job postingAbout the company
Truv is transforming the financial data industry with a secure and real-time API platform for payroll account access. Our technology streamlines income and employment verification, direct deposit switching, and more.