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Account Manager
HometapAccount Manager acting as the main contact for homeowners throughout the home equity investment process. Engaging leads, managing a pipeline, and collaborating with internal teams at Hometap.
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- 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
Benefits
Comp & perks- Competitive compensation
- Healthcare coverage
- Generous PTO
- Meaningful equity package
- Strong culture with plenty of opportunities for team-building and camaraderie
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
salesclosing experiencefull sales cycle managementsales targets
Soft Skills
communication skillsattention to detailadaptabilityethical judgmentcollaborationempathy
Certifications
NMLS licensing