Cedar Home Advisor

Responsibilities

Inbound Lead Management & Conversion

• Respond rapidly to inbound leads through calls, forms, email, and SMS.
• Run structured discovery calls covering goals, budget, timing, and financing.
• Explain Cedar’s product clearly and guide buyers through the decision process.
• Handle objections about ground leases, buyouts, and resale concerns.
• Book and run consultations, maintain follow-up cadence, and drive next steps such as document collection, pre-qualification, and underwriting submission.

Pipeline & CRM Ownership

• Own HubSpot hygiene, including lifecycle stages, lead status, deal stages, tasks, notes, call logs, and next steps.
• Build and execute high-velocity email, call, and text follow-up sequences.
• Maintain an accurate funnel for forecasting and reporting.
• Identify funnel drop-off points and propose improvements to scripts, automations, and handoffs.

Transaction Progression & Coordination

• Coordinate buyers, brokers, lenders, realtors, and Cedar teams to move files forward.
• Collect required documents and prepare clients for underwriting, disclosures, and closing.
• Partner with Underwriting, Transaction Operations, Legal, and Product teams to resolve issues.
• Provide proactive updates on timelines and expectations.

Broker, Realtor & Channel Growth

• Build relationships with mortgage brokers, loan officers, and realtors to generate recurring referrals.
• Deliver partner enablement, including trainings, positioning guidance, and deal packaging support.
• Track partner performance and convert warm opportunities into active channels.
• Support webinars, events, and partner outreach campaigns.

Reporting & Continuous Improvement

• Track and report KPIs such as speed-to-lead, contact rate, booked calls, conversion rate, time-to-close, and partner-sourced deals.
• Share customer insights to improve positioning, FAQs, collateral, and the customer journey.
• Test and refine talk tracks, objection handling, landing pages, calculators, and sales sequences.

Requirements

• 2–5+ years of experience in sales, customer success, or business development; mortgage, real estate, fintech, title, or insurance experience is preferred.
• Strong understanding of homebuying and the roles of lenders, brokers, agents, escrow/title, and underwriters.
• Proven ability to manage a high-activity pipeline with rapid follow-up and consistent next steps.
• Experience with consultative selling and objection handling.
• Strong written and verbal communication skills.
• Excellent organization and follow-through; CRM discipline is essential.
• Proficiency with HubSpot or a similar CRM, Google Workspace or Microsoft Office, and modern sales tools.
• Willingness to work some evenings or weekends to match buyer schedules.

Nice-to-Haves

• Mortgage or real estate licensing, or willingness to pursue licensing.
• NMLS exposure or experience working directly with loan officers or brokers.
• Experience selling a novel or complex product that requires education and trust-building.
• Experience building referral channels or partner-driven deal flow.