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Account Executive - FinTech SaaS

Maxwell Financial

Maxwell Financial

Sales & Business Development
Denver, CO, USA
Posted on Friday, June 14, 2024


Maxwell is a leading fintech SaaS and solutions provider dedicated to revolutionizing the mortgage industry. Our cutting-edge technology empowers businesses to streamline operations, enhance customer experiences, and drive growth. We are committed to innovation, excellence, and delivering value to our clients. Join our dynamic team and be part of a company that is shaping the future of the mortgage industry.

Maxwell was founded in 2015 by homebuyers who were shocked by the complexity and inefficiencies of the mortgage process for borrowers and lending teams alike. We’ve created a platform that has not only streamlined the process and made it more efficient - closing loans 45%+ faster - but has made mortgages more accessible in the process. Our mission is clear: democratize mortgage by helping lenders work more efficiently and stay compliant while eliminating the barrier to entry and the stress for the borrower. We are a company focused on a supportive, diverse, and inclusive culture - live through our values of Rigor, Ownership, Curiosity, Kindness, and "Straight Up" - to bring equality to the mortgage process and spread financial empowerment. Intrigued? Read on and say hello!

We are seeking a highly motivated and experienced Senior Account Executive to join our team, with a focus on serving mortgage companies. The ideal candidate will have a proven track record in sales within the fintech or SaaS industry, a deep understanding of financial services, and the ability to build and maintain strong client relationships. As a Senior Account Executive, you will be responsible for driving revenue growth by acquiring new clients and expanding existing accounts within the mortgage sector.


  • Sales Strategy: Develop and execute strategic sales plans tailored to the needs and challenges of mortgage companies to achieve and exceed revenue targets.
  • Client Acquisition: Identify and prospect potential mortgage company clients, conduct sales presentations, and close new business deals.
  • Account Management: Manage and grow existing relationships with mortgage company clients, ensuring high levels of customer satisfaction and retention.
  • Market Research: Stay informed about industry trends, market conditions, and competitor activities within the mortgage sector to identify new business opportunities.
  • Collaboration: Work closely with the marketing, product, and customer success teams to ensure seamless delivery of solutions and services to mortgage clients.
  • Reporting: Prepare and present sales reports, forecasts, and performance metrics to senior management.
  • Tools: Salesforce, Salesloft, Zoominfo, LinkedIn Sales Navigator, Excel, Microsoft Suite, Google Workplace, Slack
  • Networking: Represent the company at industry events, conferences, and networking opportunities to promote our solutions and build relationships with mortgage companies.


  • Experience: Minimum of 5-7 years of experience in sales, with a focus on fintech, SaaS, or financial services, and specific experience working with mortgage companies is a plus.
  • Proven Track Record: Demonstrated success in meeting or exceeding sales targets and closing high-value deals within the mortgage sector.
  • Industry Knowledge: In-depth understanding of the fintech landscape, mortgage products, and industry regulations.
  • Communication Skills: Excellent verbal and written communication skills, with the ability to articulate complex concepts to a diverse audience.
  • Relationship Building: Strong interpersonal skills with the ability to build and maintain lasting relationships with clients and stakeholders, particularly within the mortgage industry.
  • Technical Aptitude: Comfortable with technology and able to quickly learn and demonstrate the value of our SaaS solutions to mortgage companies.
  • Education: Bachelor’s degree in Business, Finance, Marketing, or a related field is preferred.
  • Travel: Willingness to travel as needed to meet with clients and attend industry events.

An opportunity to be a key part of an agile team of thinkers and doers collaborating to change a multi-trillion dollar industry. We offer meaningful equity at a growth stage company, a competitive salary, top-tier medical, dental and vision insurance, and flexible work hours and vacation time. Here are our awesome benefits in black and white:

  • Competitive pay and meaningful equity as an employee at a fast-growing, venture-backed company. We want you to participate and make decisions as an owner with our future in mind
  • Employee-centric environment - initiatives in place to create an environment of belonging and inclusion and career path plans based on achievable goals and not tenure or nepotism.
  • A 401(k) and top-tier insurance plans to select from along with a FSA and HSA where you can set aside pre-tax money for out-of-pocket expenses
  • Flexible time off plus all 10 major holidays and 1 floating holiday for your birthday, religious holiday or other special day of your choice
  • Two volunteer days - paid days off to volunteer each year at the charity of your choosing
  • An “Even Merrier Holidays” when we slow down between Christmas and New Year so you can enjoy more time with your loved ones
  • A powder ski day for that one day when you’ve just got to hit the slopes with no lift lines

The On-Target earnings for this role are estimated to be between $200K-$250K with base and uncapped commission.

At Maxwell, we value our differences, and we encourage all—especially those whose identities are traditionally underrepresented in tech organizations—to apply. Maxwell is an equal-opportunity employer. We do not discriminate on the basis of race, religion, color, gender expression or identity, sexual orientation, national origin, citizenship, age, marital status, veteran status, disability status, or any other characteristic protected by law. If you require further accommodations or have questions regarding accessibility of our roles, please reach out to peopleops@maxwell.com. All employment decisions at
Maxwell are based on a person's merit, business needs, and role requirements.

At Maxwell, we're looking for candidates with great experience and alignment with our core values. While we appreciate the interest, we are not accepting opportunities from contingency staffing agencies.