# Cedar Home Advisor

**Company:** [Cedar](https://hotfix.jobs/companies/cedar)
**Location:** New York, NY, Toronto, Canada
**Role:** Account Executive
**Salary:** $80k – $220k/yr
**Experience:** 2+ years
**Skills:** HubSpot, Google Workspace, Microsoft Office, CRM, Consultative Selling, Objection Handling, Pipeline Management, Mortgage Lending, Real Estate, Underwriting, Sales Reporting, Email Marketing, Sms, Customer Relationship Management
**Posted:** 2026-01-10

> Converts inbound demand into closed home transactions while educating buyers, managing the CRM funnel, coordinating underwriting and closing, and developing mortgage broker and realtor referral channels. Requires 2–5+ years in sales, customer success, or business development and familiarity with homebuying workflows.

## Job Description

## 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.

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