Strategic Partnership Manager

Spring EQConshohocken, PA
1dHybrid

About The Position

Overview Spring EQ is a national home equity lender providing flexible and tailored financing solutions directly to consumers with a national network of experienced brokers and partners. Since its founding in 2016, Spring EQ is among the fastest growing and highest-rated home equity financing partners in the United States. Spring EQ offers a broad range of home equity products and delivers a simple and streamlined process that results in faster funding, trustworthy loans, and less frustration for consumers today. To learn more about Spring EQ, visit www.springeq.com . At Spring EQ, it is our mission to empower homeowners and buyers to achieve and maximize the value of homeownership in a simple, fast, and ethical manner. Our values are to Be kind and treat all people – teammates, customers, and vendors – with respect and consideration Be adaptable and embrace change Be accountable and take responsibility and deliver the effort to fully complete the task Be better and strive for continuous improvement in ourselves, our team, and the company for our customers Be part of the solution and solve problems, find the answers, and collaborate Work hard, have fun, and get things done We are seeking a Strategic Partnership Manager to join our growing team. Spring EQ's growth is highly dependent on securing new partnerships through mortgage portfolios, other lenders, and trusted brands to offer Spring EQ products while helping partners retain and attract customers. This role will be responsible for managing current partnerships in the consumer direct channel and partnership sales outreach.

Requirements

  • Detail oriented - bring a focus and attention to detail in your work
  • Analytical - comfortable deriving, using number, and data analysis in your everyday work
  • Task master or organized bias - 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
  • 2+ years' experience in sales or business development
  • 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
  • Time is money - At Spring EQ we recognize the importance of working with a sense of urgency.
  • Ideal candidates will possess the ability to thrive in a fast-paced, collaborative environment
  • Spring EQ values personal excellence, integrity, and accountability- we need candidates who demonstrate these qualities in their everyday lives
  • Healthy work-life balance. We are committed to supporting a healthy work-life balance and fostering an environment of productivity and collaboration.

Nice To Haves

  • Prior experience or familiarity with network of mortgage portfolios (or other targets) is a plus
  • Familiarity with mortgage RESPA regulations is a plus

Responsibilities

  • Research: Build and narrow Spring EQ's target market lists
  • Focus will be on: Mortgage Portfolios Other Lenders Trusted Brands Strategic partnerships
  • Prospecting: Participating in outreach and B2B campaigns
  • Spring EQ uses HubSpot to manage its contact relationships and Experience using a CRM to manage B2B sales process is required, HubSpot Complete outbound calls, emails, and LinkedIn messages to prospective partners.
  • Discovery: Independently managing outreach follow-up and assessing prospects needs
  • Hand Off to pitch and implementation: Set up sales pitch meetings between prospective partners and Spring EQ management
  • 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: Assist in managing current and future business relationships 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, partner requests, and Spring EQ updates (rate sheet/guidelines)
  • Assist in the creation of business reviews to track partner performance

Benefits

  • 401k Company Match
  • Annual Charitable Matching Gift Program
  • 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
  • Weekly Non-Management Dinner Benefit

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

No Education Listed

Number of Employees

11-50 employees

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