Open Positions

Product Manager San Jose, CA

Reporting directly to the Manager of the Product Management Group, this position collaborates with a dynamic team to help us continue delivery of our products and services, while advancing our products’ capabilities, technologies, and our competitive market advantage. This role will be fundamental in defining products’ vision, strategy and roadmap. This position pertains to one of our platform products, Path, an enterprise cloud-based Calyx Technology solution offering a true end-to-end digital mortgage experience to our Users.

Description of Responsibilities and Duties
This position is responsible for the product roadmap and planning through market research, gathering and objective prioritization of customer requirements, and working cross-functional with Business, Professional Services Group, Marketing and Engineering to ensure customer satisfaction and support of the company’s overall strategy and objectives.

The Product Manager is expected to:

  • Define the product strategy and roadmap by market research
  • Determine customers’ needs and translate into features, in line with the defined product vision and strategy, and ultimately creating benefits and value for the customers
  • Continuously identify and fill product gaps
  • Establish requirements and deliver specification in Functional Requirements Document (FRD)
  • Participate in planning meetings and provide advice and guidance on direction of products
  • Contribute to team effort by accomplishing related results as needed
  • Train PSG and Sales Force, and participate in Product demonstration as needed
Requirements and Qualifications
  • Proven work experience in product management and knowledge of software development principles
  • Proficiency in research and analysis
  • Ability to have creative thinking and be analytic
  • 5+ years of product management or other relevant experience
  • Strong problem-solving skills
  • Skilled at working effectively with cross functional teams
  • Excellent written and verbal communication skills
  • Strong project management and time management skills
  • Interpersonal skills with keen ability to explain complex concepts across the organization
  • Collaboration and excellent teamwork skills desired
  • BS/BA degree
  • Ability to travel for customer visits once a month (2 to 3 days)
  • Mortgage Industry experience is a plus
  • Certification in Product Management is also a plus

National Account Sales Representative Dallas, TX

Grow revenue and our client base by acquiring new financial institution clients from cold calling, prospecting, lead management and networking.

A success National Account Sales Representative develops new business by analyzing account potential, engaging prospective clients, and initiating, developing and closing sales.

Description of Duties

Primary Duties:

  • Research and qualify potential prospects according to criteria established by Director of Business Development.

  • Initiate sales process by sending emails and making cold calls to potential leads to qualify prospect potential.

  • Develop relationships with qualified prospects

  • Perform sales presentations and demonstrate product features, benefits and usage techniques.

  • Conduct onsite meetings to foster sales and build relationships.

  • Close sales by overcoming objections, preparing and negotiating agreements, and drafting proposals.

  • Use internal CRM consistently to record all activities, maintain accurate and complete prospect information, manage new opportunities and create sales reports.

  • Keep management informed by submitting activity and results reports, such as daily call reports, weekly work plans, and territory analyses.

  • Attend and participate in Tradeshows and User Conferences.


Secondary Duties

  • Assist in management of new sales leads received directly, through client referrals, via channel partners, or by other means, as directed.

  • Assist in maintaining and adjusting the content of sales presentations and proposals, as directed.

  • Contribute information to sales and product development strategies by evaluating current product results; identifying needs to be filled; monitoring competitive products; analyzing and relaying customer requests and reactions.

  • Continually update sales, industry and product knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.

  • Enhance department and organization reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job responsibilities.



  • Minimum of 5 years of B2B sales experience, preferably with SaaS provider or mortgage-related service company.

  • Cold calling and prospecting expert.

  • Credibility to work well with corporate partners and support their needs.

  • Personal style, presence and communication skills to represent LoanScorecard at industry events, trade shows, and sales meetings.

  • Analytical skills to track and measure results from sales and partner activities and establish best practices for future efforts.

  • Excellent verbal and written communication skills to create quality emails, proposals, and other communications.

  • Self-starter who can stay focused in a fast-paced environment.

  • Willingness and ability to be hands-on and proactive in helping clients and colleagues.

  • Ability to travel up to 20%, as required.


  • Excellent analytical, organizational, time-management and creative thinking skills.

  • Exceptional listener and communicator with extraordinary follow-thru and follow-up.

  • Self-confident, easy to work with and high energy.

Interested in one of these positions? Submit your resume via email to