Engage with inbound leads to provide compliant information while connecting with empathy to understand each homeowner's circumstances
Serve as a single point of contact throughout the investment process – providing status updates, responding to questions, requesting documentation – while maintaining a high volume of daily calls
Coordinate with internal teams (processors, underwriters, etc.) to ensure efficient processes for homeowners
Manage your pipeline using Salesforce and Hometap's proprietary Hub, keeping applications up to date and communicating next steps to homeowners and internal stakeholders
Become an expert in Hometap's home equity investment (HEI) product and unique sales approach, actively participating in training and ongoing coaching
Meet and exceed monthly and quarterly sales goals
Stay current on the competitive landscape and collaborate with colleagues across originations, marketing, and legal to resolve questions and improve the homeowner experience

2+ years in a quota-carrying sales role with demonstrated closing experience
Experience managing a full sales cycle end-to-end, from initial outreach through contract/agreement execution
Track record of meeting or exceeding sales targets
Excellent written and verbal communication skills with strong attention to detail
Technical aptitude to master internal tools; Salesforce experience is a plus
Ability to thrive in a fast-paced environment and adapt quickly to changing priorities
Strong ethical judgment and commitment to regulatory compliance
Willingness to become NMLS licensed (Hometap will sponsor); active NMLS licensing is a plus
A collaborative, team-oriented approach

Account Manager

Key skills