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

The position will be responsible to the group’s leader and Spring EQ Team to organize, assist and lead initiatives, specifically:

• 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

• 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

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

Spring EQ is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all team members.