Account Executive

This is a fully remote position, open to applicants in United States.

📋 Description

• Conduct prospecting, initiate outbound calls, and respond to inquiries from potential brokers.

• Take the lead in all communications with prospective brokers, refining pitch calls to convert leads into partnerships.

• Collaborate with the legal team to conduct background checks on potential brokers, ensuring that Splitero meets its due diligence requirements.

• Facilitate the onboarding process for new brokers by developing, scheduling, and leading training sessions.

• Act as the primary contact for all onboard brokers by addressing inquiries, ensuring Splitero receives necessary homeowner documentation, and regularly updating the status of opportunities.

• Develop processes and communication templates for our production team, focusing on delivering a premium white-glove experience.

• Establish a scalable feedback loop between brokers and the internal production team to pinpoint areas for enhancement.

• Oversee cross-functional projects from inception to execution to boost efficiency and enhance the broker experience, with support from leadership and collaboration with Production, Finance, Marketing, Product, Engineering, and Legal teams.

• Work with Product & Engineering to create an external Wholesale portal for our broker partners.

⛳️ Requirements

• A minimum of 3 years of experience in mortgage or real estate sales, preferably within the dealer/broker channel.

• Previous experience with Salesforce.

• A proven track record of managing cross-functional projects successfully from conception to implementation.

• Experience in creating, implementing, and optimizing scalable policies and procedures.

• Demonstrated initiative, ability to work independently, and proactive problem-solving skills.

• Excellent communication skills, with the capability to collaborate internally and externally with professionalism, tact, and efficiency.

• Commitment to delivering a premium white-glove experience for broker partners.

• Exceptional interpersonal skills and relationship-building ability.

• Proven success in cross-functional collaboration with all organizational levels.

• Willingness and potential for growth into a People and Functional Manager role.

• Active NMLS license or the ability to obtain one within 90 days of starting.

• Proven ability to manage multiple responsibilities with great attention to detail and meet deadlines.

• Availability to work from 8am to 5pm PST.

• Enthusiasm for participating in a fast-paced early-stage startup environment.

• Adaptability and resilience in the face of changing circumstances.

• Team-oriented mindset, prioritizing collaboration, inclusivity, and support for colleagues.

🏝️ Benefits

• Fully Remote Team - Our remote-first culture enables us to hire top talent, regardless of location.

• OneTeam Culture - We cultivate a transparent, innovative, and inclusive atmosphere where every voice matters and every team member is appreciated. We celebrate our achievements, uphold ethical practices, and support one another for collective growth.

• Generous Resources - To ensure you perform at your best, we provide a robust tech stack, access to any WeWork location, and a monthly stipend for cell and internet expenses.

• Premium Healthcare - Comprehensive healthcare plans are available for you and your family, effective from your first day of employment.

• Flexible PTO and Parental Leave - We offer a generous PTO policy and encourage employees to take time off to recharge. Our parental leave policy supports you in welcoming your new family member without any worries.