Account Executive

Splitero

7d•Remote

About The Position

As Splitero’s first Account Executive, you will develop and launch our wholesale channel, playing a pivotal role in accessing homeowners interested in our HEI product through brokers. You will hit the ground running in your first 30 days by engaging with prospective brokers and creating processes and communications that scale. As interest grows, you will educate, onboard, and serve as the primary point of contact for our first cohort of partners. As the program grows, so will your role, giving you the opportunity to hire, train, and lead a high-performing team. You will report directly to our Vice President of Operations and will collaborate with and receive support from our Production, Legal, Marketing, Product, People Operations, and Finance teams, ensuring the wholesale channel aligns with our broader business goals. Ultimately, your development and maintenance of the wholesale program will directly enable Splitero to efficiently connect with more homeowners, strengthening our market position in the HEI space.

Requirements

3+ years experience in mortgage or real estate sales (dealer/broker channel preferred)
Previous Salesforce experience
Proven history of successfully managing cross-functional projects from ideation to execution
Experience creating, implementing, and optimizing scalable policies and procedures
Demonstrated ability to take initiative, work independently, and proactively identify and solve problems
Polished communication skills; the ability to collaborate internally and externally with professionalism, tact, and speed
Commitment to providing a white-glove experience for broker partners
Exceptional interpersonal and relationship-building skills
Proven ability to collaborate cross-functionally and with all levels of an organization
Desire and potential to grow as a People and Functional Manager
Active NMLS license, or ability to be licensed within 90 days after starting
Demonstrated ability to manage multiple tasks with extreme attention to detail and meet deadlines
Ability to work 8am-5pm PST
Desire to participate in fast-paced early-stage startup
Adaptability: Embraces changing circumstances with resiliency and positivity
Team-Oriented: Prioritizes collaboration, inclusivity, and teammate support

Responsibilities

Prospecting, outbound calling, and responding to incoming inquiries from potential brokers
Leading all communications with prospective brokers, including perfecting pitch calls, with the goal of turning leads into partners
Collaborate with legal to perform background checks on prospective brokers, ensuring Splitero performs its proper due diligence
Onboard all new brokers by developing, scheduling, and leading training
Serve as the primary point of contact for all onboard brokers by answering questions, ensuring Splitero receives documentation for homeowners, and regularly reporting the status of opportunities
Create processes and communication templates to be used by our production, focusing on providing an informative white-glove experience
Create a scalable feedback loop between brokers and the internal production team to identify areas for improvement
Own cross-functional projects from scope to execution to increase efficiency and improve the broker experience - all with the support of leadership and collaboration from Production, Finance, Marketing, Product, Engineering, and Legal
Collaborate with Product & Engineering to develop an external Wholesale portal to be used by our broker partners