Senior Account Executive

Who is DocMagic

DocMagic is the leading provider of digital solutions for the eMortgage industry, including regulatory compliance, document generation, eSignature, and complete eClosings. DocMagic has been solving the mortgage industry's toughest challenges with innovative technology solutions since 1987. Today, we continue to lead the industry with award winning proprietary software, mobile apps, and web-based solutions. Recent awards include HousingWire naming DocMagic a 2025 Tech100 winner for the 13th year in a row, recognizing our innovation in digital lending and our impact on the industry, as well as key employees receiving HousingWire Tech Trendsetter and Vanguard awards.

Why Work at DocMagic

At DocMagic, our culture is built on teamwork, innovation, and collaboration, which contribute to our reputation for excellence. We are committed to living these values every day. We offer competitive benefits, including comprehensive health coverage, paid time off, company-paid holidays and a 401K with company matching. We also offer on-site wellness classes, snacks and monthly food trucks. But it is not all about work; we believe in building connections, from team-building activities to our employee gatherings, we love coming together to celebrate. Join us and be a part of a team that values innovation and is committed to shaping the future of work.  

Position Summary

The Account Executive is responsible for generating leads, closing sales opportunities, and promoting DocMagic products and services. Lead generation methods include attending conventions, conferences, and other lead generation activities, obtaining lead lists, networking and more. The role focuses on acquiring new clients, particularly top mortgage companies nationwide. As product expert the Account Executive effectively communicates the features and benefits of DocMagic’s offerings.  The primary objective is to drive sales, meet targets consistently, and contribute to the company’s revenue growth while contributing exceptional client service.

Essential Functions 

• Identify new business opportunities and effectively maximize call time and face-to-face appointments to generate leads, advance the decision-making process, and close sales to drive new business revenue. 
• Participate in designated conferences as required and requested by management. 
• Efficiently leverage sales tools (such as ZoomInfo, Salesforce, Engagement, etc) to identify and engage with potential customers. 
• At all times, act in a professional manner and demeanor when representing DocMagic.
• Maintain relationships and keep abreast of existing customer needs and look for opportunities to upsell new products and services. 
• Become a subject matter expert on all DocMagic products and services, understand pricing terms and demonstrate all DocMagic solutions, plus effectively conduct pricing negotiations. 
• Keep abreast of and become familiar with our competitive landscape to successfully drive and sell DocMagic products and services. 
• Work with Point of Sale (POS) and Loan Origination System (LOS) partners to sell DocMagic products and services to their customers. 
• Keep current on all sales-related activity and leads, capture required customer data in Salesforce and other systems. 
• Create contracts and statements of work for management and legal to review and approve in employee’s efforts to close high-value deals with new clients. 
• Strive to exceed quarterly revenue objectives and sales metrics including sales activity volumes, pipeline growth and others as outlined by management. 

Other Skills 

• Results-driven and self-motivated.
• Works as a team player and builds strong working relationships by collaborating with peers, and those across the company. 
• Strong interpersonal skills. Works in a positive, friendly manner at all times and inspires the company’s culture. 
• Must be well-organized, extremely detail-oriented and willing to take ownership of responsibilities. 
• Completes assignments on time or advises in advance of delays. 
• Excellent time management, organization, and communication skills. 
• Exercises sound judgment and decision-making skills. 
• Works well under time limits, handles multiple tasks concurrently, and prioritizes responsibilities. 
• Strong problem-solving skills with the ability to identify and correct situations. 
• Takes risks to innovate and create better solutions for the job, department and the company.

 Required Qualifications 

• BA/BS degree 
• 5+ years of sales experience. 
• 3 years’ experience with Salesforce or a similar platform. 
• 5+ years using problem-solving skills, communication, time management, and writing skills. 
• 2 years of experience working with Excel, Word, PowerPoint, and Outlook. 
• 5+ years of mortgage industry experience and knowledge. 
• 3 years of experience working with senior executives at mortgage companies, banks, credit unions and other key markets.
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