Unlock · 15 hours ago
Business Operations Manager
United States
Full-time
Remote
Senior Level
$110K/yr - $120K/yr
5+ years expUnlock is on a mission to unleash the power of home equity to enrich people’s lives through innovative financial solutions. The Business Operations Manager will drive operational effectiveness and customer experience by leading cross-functional initiatives and optimizing sales processes.
FinanceFinancial ServicesReal Estate
Responsibilities
Lead high-impact, cross-functional initiatives that drive measurable improvements in conversion, productivity, and revenue while balancing constraints with legal, regulatory, and operational reality
Partner with Sales leadership to define and optimize core sales motions including lead assignment, routing, capacity planning, enablement (touch patterns, scripting, and skill development), pipeline hygiene and management, and performance management
Own the identification, design and execution of process and system improvements across Fulfillment that increase operational efficiency, reduce friction and materially improve the homeowner experience
Define the business requirements and guide the implementation of Sales technology and tooling, including CRM, telephony, and enablement platforms, in close collaboration with Product and Technology
Develop and maintain a deep, data-driven understanding of customer, sales, and operational experiences, translating insights into concrete recommendations that influence strategy, process design, and product direction
Educate and influence stakeholders with data-driven evidence, including Operations leadership with respect to organization-wide metrics, processes, or product direction
Work with other departments (Marketing, Product, Legal, Operations etc.) to ensure alignment and effective collaboration
Qualification
Required
5+ years of experience in business operations, strategy & operations, sales operations, or a similar role requiring ownership of cross-functional initiatives and data-driven decision making
Proven experience managing and implementing sales enablement tools and platforms (e.g., Outreach, Gong, Highspot, Groove)
Must have experience in building data dashboards for different departments
Proficiency with CRM systems (Salesforce, Hubspot), sales automation tools, and data analytics platforms
Strong analytical and reporting skills, with proficiency in Excel and experience with CRM and BI tools
Excellent communication skills, with the ability to tailor messaging and training content to suit diverse audiences
Advanced proficiency in Microsoft Office and related software, with strong skills in organizing, analyzing, and presenting information clearly
Ability to work effectively in a fast-paced, collaborative environment, adapting quickly to changing priorities and business needs
Preferred
Bachelor's degree in Business, Marketing, Information Technology, or a related field, or equivalent professional experience
Direct experience with Home Equity Agreements or similar financial products
Understanding of regulatory standards within the real estate and financial services industries
Advanced skills in data analysis tools (e.g., SQL, Tableau) and CRM platforms
Experience working within a high-growth environment
Bachelor's degree from an accredited university
Benefits
Discretionary time off for rest and recharge
Comprehensive health plans covering medical, dental, and vision, fully funded by us
4% employer match to your 401(k) contributions
Dynamic and inclusive work environment that fosters innovation and growth
Ongoing professional development and career advancement opportunities
Flexible work arrangements and a strong emphasis on work-life balance
Company
Unlock
Unlock Technologies offers home equity agreements to help homeowners access built equity.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$430MKey Investors
D2 Asset ManagementTexas Capital BankBarclays
2024-09-03Series B· $30M
2023-11-29Series Unknown
2023-09-13Debt Financing· $100M
Leadership Team
James Riccitelli
Chief Executive Officer
Ryan Craft
Co-Founder
Recent News
2025-10-24
Company data provided by crunchbase