Now Hiring - Business Development, Partnership Sales in Conshohocken, PA

• Strive to make every customer interaction a great one
• Recognize behind every loan is a person or family trusting us to handle what may be a once in a lifetime transaction
• Work hard and have fun to get the job done
• Interact on a first name basis and recognize each team member's unique value
• Encourage ways for our team members to learn, develop, diversify, and grow with Spring EQ
• Promote our team members so they can share their knowledge with others
• Innovate, innovate, innovate
• Create and embrace the latest technology
• Simplify constantly, challenging every process we use to better accomplish our goals
• Build upon a strong company culture and foster an environment of togetherness, support, and accountability.

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

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 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.
• 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

• 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, etc.
• 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