Source Job

Advisor

Realm
$50,000–$65,000/yr
US Unlimited PTO

  • You’ll own an active book of homeowner relationships, end to end — from first conversation to signed construction contract.
  • Lead discovery calls with homeowners exploring remodels, additions, ADUs, full renovations, new builds, and rebuilds.
  • Match homeowners with the right contractors based on project type, geography, budget, and fit.

Sales CRM AI FinTech

20 jobs similar to Advisor

Jobs ranked by similarity.

US

  • You will own the property acquisition’s role in your market by talking directly with dozens of sellers every week.
  • You will negotiate the price and terms of our property acquisitions.
  • You will build strong relationships with local investors in your market through meet ups and networking events.

Rebuilt is a Private Equity-backed real estate firm that creates win-win opportunities for property sellers seeking a convenient sale process and real estate investors looking for exclusive, high-return properties. Rebuilt just secured a $65M Series A investment to fuel their expansion and is vertically integrated.

Global

  • Support client consultations, lead follow-up, onboarding, and customer support activities.
  • Conduct phone and virtual consultations and explain the credit repair process.
  • Follow up with warm leads and assist with outbound lead follow-up activities.

20four7VA connects businesses with virtual assistants. They offer various open roles, free training, constant support, and a vibrant community.

$122,000–$122,000/yr
Unlimited PTO

  • Educate homeowners about Home Equity Investment terms and address their questions.
  • Manage a pipeline of homeowners through the transaction process, ensuring efficiency.
  • Utilize a comprehensive tech stack to track homeowner statuses and interactions.

Splitero helps homeowners access their home equity without monthly payments. They foster a culture of transparency, innovation, and inclusivity, where every voice is heard and every team member is valued.

$140,000–$220,000/yr
US

  • Follow up on leads, value properties, analyze comps and acquire new homes.
  • Negotiate acquisitions and dispositions of properties.
  • Perform extensive due diligence on all acquisitions and prepare contracts for ratification.

House Buyers of America is a residential real estate investment company that buys, renovates, and resells homes, offering a guaranteed, fast, and hassle-free sale. They have a history of strong growth and success and are a member of the Inc 5000 list.

Global Unlimited PTO 16w maternity

  • Go-to expert of your category
  • Seller outreach and onboarding
  • Relationship management

Whatnot is the largest livestream shopping platform in North America and Europe to buy, sell, and discover items. As a remote co-located team, they're inspired by their values and anchored in hubs across the US, UK, Ireland, Poland, Germany, and Australia.

$60,000–$85,000/yr
US

  • Support top salespeople by identifying and executing marketing tasks they avoid.
  • Automate manual processes using AI tools, workflows, and templates to improve efficiency.
  • Develop a playbook and automations to scale the support function across the sales organization.

RenoFi is building a role on a brand-new team that reports directly to the CEO. So, salespeople are excellent at selling but bad at the marketing work that grows their book of business, so the company is building a function to support them.

$250,000–$350,000/yr
US

  • Own the full sales cycle from first conversation to signed contract on enterprise deals across the CISO org, AppSec, GRC, and privacy functions.
  • Develop account plans for our existing customer base that identify expansion surface area and map the right stakeholders to the right opportunities.
  • Build and manage relationships across the partner ecosystem: VARs, MSSPs, GSIs, and technology alliances.

Clearly AI automates the most painful bottleneck in the enterprise: security and privacy reviews. They help security teams complete high-quality threat models, privacy impact assessments, and vendor risk evaluations in minutes instead of weeks. They are backed by Y Combinator, Basis Set Ventures, Crosspoint Capital, Argon Ventures, and Ritual Capital and were selected as a Top 10 Finalist for the RSAC 2026 Innovation Sandbox Contest.

$250,000–$300,000/yr
US

  • Build and maintain executive and working-level relationships to drive partner opportunities.
  • Proactively identify, recruit, and sign partners that fit Glean’s ideal partner profile.
  • Design and execute data-driven joint GTM and business plans with each partner.

Glean is the Work AI platform that helps everyone work smarter with AI, evolving from enterprise search into a full-scale Work AI ecosystem. With over 1,000 employees across 25+ countries, the company fosters a vibrant culture through regular events and a commitment to diversity and inclusion.

$85,000–$130,000/yr
US

  • Close the Deal: Use your sales skills to influence and move prospects through the loan application and close the sale within 1–2 calls.
  • Own Your Pipeline: Manage up to 20 active transactions at various stages, ensuring no lead falls through the cracks.
  • Direct Selling: Identify customer pain points (medical debt, home repairs, etc.) and articulate how our best-in-class loan product provides the solution.

Achieve is a leading digital personal finance company helping everyday people move from struggling to thriving by providing innovative, personalized financial solutions. They have over 2,500 employees mainly in hybrid jobs with some remote opportunities available across the United States with hubs in Arizona, California, and Texas.

$170,000–$250,000/yr
US

  • Identify and cultivate relationships with borrowers to drive consistent deal flow.
  • Lead the full placement process: structuring capital stacks and negotiating term sheets.
  • Translate real-time capital markets conditions into actionable guidance for clients.

WelcomeLend is a rapidly growing middle market capital markets advisory firm. We combine experienced capital markets experts with technology to deliver efficient deal execution; they have closed over $3B in transactions and are growing quickly.

US

  • Manage warm and cold lead follow-up through calls, email, text, and CRM workflows.
  • Qualify leads and conduct sales closings to convert them to clients.
  • Support appointment setting and pipeline management with discipline and persistence.

They are a real estate and construction company that offers over 25 years of experience across real estate brokerage, residential and commercial renovation, and real estate development. As a growing brand, you'll work with seller and buyer leads across residential properties while also contributing to marketing, client relations, and operations.

$95,500–$325,800/yr
Canada Unlimited PTO 11w maternity

  • Proven success in building key customer relationships, including key decision makers and champions to be able to drive successful client outcomes, grow accounts and drive revenue outcomes.
  • Self-motivated and self-directed; able to work independently and as an active member of the team.
  • Experience as an Account Executive or related SaaS sales experience preferred.

Remote is solving modern organizations’ biggest challenge – navigating global employment compliantly with ease. They make it possible for businesses of all sizes to recruit, pay, and manage international teams. With their core values at heart and future-focused work culture, their team works tirelessly on ambitious problems, asynchronously, around the world.

US

  • Build high-trust partnerships with the broker and consultant community.
  • Identify opportunities and fuel a high-quality pipeline for our Mid-Market and National Accounts.
  • Master consultative discovery and fast-track their path to a closing Account Executive role.

Rula is dedicated to treating the whole person and creating a world where mental health is embraced as an integral part of one's overall well-being. As a remote-first company, they strive to be a force for positive change in the field of mental healthcare.

US

  • Build AI workflows to send multi-channel personalized campaigns
  • Design prospect and lifecycle workflows powered by AI
  • Develop end-to-end workflows that replace manual marketing processes across channels

Brightwheel's platform supports early education and is used by millions of educators and families every day. They are the largest and fastest growing platform in early ed and are backed by top investors.

US Unlimited PTO

  • Cultivate new and existing leads in your designated region by cold calling businesses in-person and on the phone.
  • Maintain and nurture an active pipeline of potential merchant partners and qualify inbound leads and prospects via phone and email.
  • Manage the full sales cycle from finding new leads, negotiating terms. drafting proposals, sending contracts and securing a sale.

Favor is a delivery service company that focuses on supporting local businesses. They foster an inclusive and flexible environment to support their workforce and are committed to growing a diverse team with different backgrounds, experiences, abilities, and perspectives.

England

  • Build long term relationships with local developers, site teams and customers.
  • Market-leading payaways on mortgages and protection.
  • Exclusive access to OneDome’s award-winning HomeBuyer Service (mortgage + conveyancing from £999).

OneDome Growth Partners provides a growth platform designed to help brokers earn more per case, scale efficiently, and stay in control of their business. They are not a traditional broker network.

$100,000–$115,000/yr
US Unlimited PTO

  • Support demand generation efforts through targeted outreach initiatives.
  • Participate in AI discovery calls with public sector prospects and existing Granicus customers.
  • Help identify customer pain points and potential AI and process automation opportunities through structured discovery.

Granicus provides technology that transforms the Govtech industry by connecting governments and constituents. They serve 5,500 federal, state, and local government agencies, empowering stronger relationships between government and residents across the U.S., U.K., Australia, New Zealand, and Canada.

  • Identify and introduce qualified contacts from your hospitality network.
  • Provide warm introductions to key decision-makers at hotel chains and travel platforms.
  • Collaborate with Applaudo's sales team on target profiles and introduction strategy.

Applaudo is a technology services company with 700+ collaborators. They have been building digital products for clients across the Americas for over 13 years and are a Google Strategic Partner.

Global 5w PTO 26w maternity 6w paternity

  • You are responsible for the entire sales lifecycle, from ensuring you have enough pipeline to closing new deals to cultivating expansion.
  • Articulate the TheyDo value proposition and proactively drive your opportunities through the buying journey from discovery to demo to consensus building to formalization.
  • Meet and exceed monthly, quarterly and annual targets.

TheyDo offers an AI-powered journey management platform that helps enterprises align around their customers. They are a fully remote team of 100+ people, representing 30+ nationalities across 27 countries and are backed by $50M from top-tier investors.

LATAM

  • Manage emails and schedule appointments efficiently.
  • Conduct web and property research to generate leads.
  • Create and update property listings on platforms.

1840 & Company is a global leader in Business Process Outsourcing (BPO) and remote talent solutions, dedicated to propelling businesses forward through our comprehensive suite of services. They specialize in connecting companies with world-class freelance professionals and delivering top-tier outsourcing services, across over 150 countries worldwide.