Spring EQ · 1 day ago
Business Development, Partnership Sales
United States
Full-time
Remote
Mid Level
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Responsibilities
Research: Build and narrow Spring EQ’s target market lists
Focus will be on:
Mortgage Portfolios
Other Lenders
Trusted Mortgage Adjacent Brands
Prior experience or familiarity with network of mortgage portfolios (or other targets) is a plus
Prospecting: Managing all outreach and B2B campaigns
Spring EQ uses HubSpot to manage its contact relationships and outreach.
Experience using a CRM to manage B2B sales process is required, HubSpot preferred.
Build and execute mortgage and mortgage adjacent industry conference strategy and plan
Discovery: Independently managing outreach follow-up and assessing prospects needs
Familiarity with mortgage RESPA regulations is a plus
Experience managing a sales pipeline and associated priority of follow ups is key
Sales Pitch & Demo: Present and demo product offerings to engaged prospects
Candidate will be expected to create and evolve their pitch decks as the market and Spring EQ product changes
While supported by the Spring EQ team and leadership, be comfortable presenting all aspects of the Spring EQ offering
Contract Management: Manage contract process through to execution
Working with leadership and Spring EQ counsel “project manage” the closing and execution of the contract process
Hand Off to Implementation:
Follow a transition guideline to hand off opportunities to your implementation teammates
Maintain ongoing and active communication with Spring EQ’s onboarding partners
Business Relationship: Maintain a “post close” business relationship with our partners
Track progress of launched partners via existing (or new) reports
Follow up with partners on additional post launch opportunities or challenges
Foster a business relationship to help with escalations and handling market changes with partners as they occur
Qualification
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Required
Successful experience in sales and business development
Mortgage industry experience in a sales development capacity
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, etc.
Detail oriented – bring a focus and attention to detail in your work
Analytical – comfortable deriving, using numbers, and & data analysis in your everyday work
Organized – 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
Preferred
Prior experience or familiarity with network of mortgage portfolios (or other targets) is a plus
Familiarity with mortgage RESPA regulations is a plus
Benefits
401k Company Match
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
Company
Spring EQ
Spring EQ aims for the goals of homeowners by providing visibility & access to their home's equity.
Founded in 2016
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2023-08-31Acquired
Leadership Team
Curt James
SVP & CFO
Recent News
National Mortgage News
2024-05-24
Company data provided by crunchbase
