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Account Executive
HometapAccount Executive handling inbound leads for Hometap's home equity investment product. Owning the sales pipeline and guiding homeowners through the application process while achieving sales targets.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing the full sales cycle, from initial outreach to contract execution, while effectively utilizing Salesforce and maintaining compliance with regulatory standards. Exhibits strong communication skills and a collaborative approach to enhance the homeowner experience and achieve sales targets.
Highest-signal resume keywords
Quota-Carrying Sales ExperienceFull Sales Cycle ManagementSalesforce ProficiencyNMLS LicensingRegulatory Compliance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales ClosingSales Target AchievementPipeline ManagementDocumentation RequestingHome Equity Investment Knowledge
Soft Skills
EmpathyAttention to DetailAdaptabilityCollaborationCommunication
Tools & Technologies
SalesforceHometap's Proprietary Hub
Certifications & Qualifications
NMLS Licensing
Industry Keywords
Home Equity InvestmentInvestment ProcessCompetitive LandscapeRegulatory ComplianceSales Goals
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 team-building opportunities