Account Executive- Mortgage Solutions
Listed on 2026-09-04
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Sales
Business Development, Sales Representative, Sales Development Rep/SDR, Inside Sales
At Cotality, we are driven by a single mission—to make the property industry faster, smarter, and more people-centric. Cotality is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team of 5,000 employees globally uses our network, scale, connectivity and technology to drive the largest asset class in the world. Join us as we work toward our vision of fueling a thriving global property ecosystem and a more resilient society.
Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. We know our people are our greatest asset. At Cotality, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities that better serve the property industry.
- Responsible for selling the company’s products or services, developing new accounts and/or expanding existing accounts.
- Responsible for the development of new business opportunities or emerging areas.
- Focuses on critical, large, complex, high visibility, strategic, or tactically important accounts.
- Makes outbound lead calls to potential customers by telephone and e-mail to qualify leads and sell products and services.
- Handles inbound sales leads for Inside Sales.
- Compiles lists of prospective customers of critical, large, and complex accounts for use as sales leads, based on information from appropriate sources, such as ad inquiries, trade shows and direct mail responses.
- Emphasizes salable features, quotes prices and credit terms, and prepares sales orders for orders obtained.
- Develops new business relationships, works closely with new customers to better understand and meet their individual needs and requirements.
- Prepares reports of business transactions.
- Makes recommendations to management and Marketing regarding customer needs and concerns.
- Maintain new customer data and other sales data for current customers in computer database.
- Maintains customer contact information for lead generation purposes.
- Works with outside sales representatives and/or account managers to keep account activities and literature up to date.
- Strategizes with team members on ways to improve sales figures and identify the benefits of products and services for the customer.
- Identifies potential customer problems and makes recommendations to prevent problems with deliveries or other issues.
- Exercises independent judgment in methods, techniques and evaluation criteria for obtaining results.
- Creates formal networks that may involve coordination among groups.
- Will meet or exceed assigned personal closed/won quotas.
- Will maintain a pipeline of potential clients that is at least 2.5X monthly production quota.
- Under the supervision of the Senior Director of Sales
- Inside Sales and the Director of Sales
- Inside Sales, provides training, mentoring and coaching to junior team members. - Will act as an Inside Sales – Mortgage Subject Matter Expert (SME) for Cotality products and processes.
- On occasion will lead various projects to improve Inside Sales processes.
- Overcome technical and business objections of prospective customers with guidance from senior staff.
- Large (~$2B+ revenue) formerly public information services and data business.
- Durable cash flow and profitability regardless of changes in macroeconomic conditions.
- Company certified as a global "A Great Place to Work."
- Hybrid working model- 1 day in the office once a month for "moments that matter" and the rest of the time can be remote.
- Competitive compensation and benefits.
- Career path for continued professional growth.
- Working with leaders that care about your professional growth.
- Access to our world class self-development portal, centered around you as the employee.
- We take pride in our work and believe in cultivating a work environment that supports and values our greatest asset: our talented employees.
- 2+ years mortgage…
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