Spring EQ · 1 month ago
Strategic Partnership Manager
Spring EQ is a national home equity lender providing flexible financing solutions. The Strategic Partnership Manager will be responsible for managing current partnerships and securing new ones through outreach to mortgage portfolios and other lenders, while fostering business relationships and tracking partner performance.
FinanceFinancial ServicesMortgageService Industry
Responsibilities
Research: Build and narrow Spring EQ's target market lists
Prospecting: Participating in outreach and B2B campaigns
Discovery: Independently managing outreach follow-up and assessing prospects needs
Hand Off to pitch and implementation: Set up sales pitch meetings between prospective partners and Spring EQ management
Business Relationship: Assist in managing current and future business relationships with our partners
Detail oriented - bring a focus and attention to detail in your work
Analytical - comfortable deriving, using number, and data analysis in your everyday work
Task master or organized bias - enjoy organizing tasks, work, and spaces to allow for better communication and follow-up
Technically minded - comfortable with understanding new technology, software applications, and/or curious to learn more
Communication - comfortable in presenting (both writing and oral) your ideas for review
Capable of using MS Office for day-to-day work (Word, PowerPoint, Excel, Outlook, OneDrive, Teams)
Demonstrated success in managing a sales pipeline (B2B or mortgage portfolio sales preferred)
Creation and documentation of an effective outreach campaign and follow up plan
Ability to adjust and maintain plans as inputs and goals evolve
2+ years' experience in sales or business development
Familiarity with mortgage transactions
Experience with HubSpot (or other CRM, marketing automation, and productivity tools like Salesforce, ActiveCampaign, Pardot), specifically
Experience and demonstrated success in creating and communicating sales decks, one-pagers
Time is money - At Spring EQ we recognize the importance of working with a sense of urgency. Ideal candidates will possess the ability to thrive in a fast-paced, collaborative environment
Qualification
Required
Prior experience or familiarity with network of mortgage portfolios (or other targets) is a plus
Experience using a CRM to manage B2B sales process is required, HubSpot
Familiarity with mortgage RESPA regulations is a plus
Experience managing a sales pipeline and associated priority of follow ups is key
Detail oriented - bring a focus and attention to detail in your work
Analytical - comfortable deriving, using number, and data analysis in your everyday work
Task master or organized bias - enjoy organizing tasks, work, and spaces to allow for better communication and follow-up
Technically minded - comfortable with understanding new technology, software applications, and/or curious to learn more
Communication - comfortable in presenting (both writing and oral) your ideas for review
Capable of using MS Office for day-to-day work (Word, PowerPoint, Excel, Outlook, OneDrive, Teams)
Demonstrated success in managing a sales pipeline (B2B or mortgage portfolio sales preferred)
Creation and documentation of an effective outreach campaign and follow up plan
Ability to adjust and maintain plans as inputs and goals evolve
2+ years' experience in sales or business development
Familiarity with mortgage transactions
Experience with HubSpot (or other CRM, marketing automation, and productivity tools like Salesforce, ActiveCampaign, Pardot), specifically
Pipeline management
Creating and maintaining campaigns
Reporting
Experience and demonstrated success in creating and communicating sales decks, one-pagers
Time is money - At Spring EQ we recognize the importance of working with a sense of urgency. Ideal candidates will possess the ability to thrive in a fast-paced, collaborative environment
Spring EQ values personal excellence, integrity, and accountability- we need candidates who demonstrate these qualities in their everyday lives
Benefits
401k Company Match
Annual Charitable Matching Gift Program
Commuter Benefits
Company Holidays
Credit Union Membership
Dental Insurance
Dependent Care Plan
Disability Insurance
Employee Assistance Program
Life Insurance
Medical Insurance
Paid Time Off Plan
Vision Insurance
Weekly Non-Management Dinner Benefit
Company
Spring EQ
Spring EQ aims for the goals of homeowners by providing visibility & access to their home's equity.
Funding
Current Stage
Growth StageTotal Funding
unknown2023-08-31Acquired
Recent News
2025-09-13
FinTech Global
2025-09-11
2025-09-10
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