Execute outbound cold outreach to generate interest and convert lending prospects into active lending partners that drive loan applications.
Host regular meetings and training sessions with loan officers, team leads, branch managers, brokers, and agents to share updates, review performance, and optimize use of Knock's offerings.
Consistently meet or exceed monthly goals for driving new business within an assigned territory.
Knock is redefining the home buying and selling experience by providing a Bridge Loan that empowers homebuyers to 'buy before they sell'. Founded in 2015, Knock has grown into a trusted partner with a network of 60,000+ loan officers and agents, and has been honored as one of Inc.'s Best Workplaces six times.
Lead and develop a high-performing team of 8 Account Executives in Mid-Market.
Drive pipeline health and forecast accuracy through disciplined inspection and CRM hygiene.
Partner cross-functionally with Sales Ops, Marketing, and Solutions Architects to unblock deals.
Customer.io provides a platform for automated messaging (email, push, in-app, SMS) based on real-time behavioral data. With over 8,000 customers from startups to global brands, the company fosters a culture of empathy, transparency, and responsibility.
Lead a fully remote team of 5-15 licensed Life Insurance Agents to exceed monthly sales targets.
Coach, train, and mentor Agents to achieve individual sales goals and build a high-performance culture.
Partner with Consumer Sales Managers to onboard, nest, and ramp new Agents for long-term success.
Ethos is a life insurance technology company democratizing access to life insurance through a three-sided platform. They are a high-growth company fostering a diverse, inclusive, and authentic workplace.
Lead a team of 8–10 Collections & Recoveries Specialists to drive strong performance and results.
Hire, coach, and develop high-performing talent using data and frontline insights.
Ensure compliance with collections laws and own initiatives end to end.
Cherry is a fast-growing FinTech that provides a Buy Now, Pay Later solution for medical practices like dentists and veterinarians. Founded by Stanford entrepreneurs and backed by investors such as Kleiner Perkins, the company is fully remote with a high-performance culture.
Calculate Knock Bridge Loan advance amounts and condition loan files for accuracy and compliance.
Manage a daily pipeline of loans while maintaining quick turn times and high-level customer service.
Communicate effectively with internal teams and external partners to ensure smooth loan processing.
Knock redefines the home buying and selling experience with its Knock Bridge Loan™, empowering homebuyers to buy before they sell. Founded in 2015, it has grown into a trusted partner with 60,000+ loan officers and agents, earning 900+ five-star reviews and an A+ BBB rating.
Work independently in a fast-paced remote environment with management and team guidance.
Handle inbound and outbound phone calls and emails through our dialer system.
Assess customer needs, explore all options, and introduce different types of loans.
Reprise Financial simplifies the financial journey by making personal loans accessible and transparent. They foster a workplace built on innovation, collaboration, and kindness.
Supervise and coach a remote team of Collections agents through call reviews, live monitoring, and side-by-side sessions.
Stay visible and available throughout the workday to handle escalations and model effective negotiation and de-escalation techniques.
Use performance data and direct observation to identify trends and build tailored coaching plans that drive measurable improvement.
Mission Lane is a purpose-driven fintech company combining data, technology, and service to help people on the path to financial success. With over four million customers and backed by leading investors, the company fosters a culture of empathy, collaboration, and respect.
Build and manage a high-performing team of account executives focused on acquiring new enterprise customers and driving new logo growth.
Coach and lead the team to execute targeted outbound prospecting strategies across the full portfolio of Twilio products.
Work closely with Marketing, Professional Services, and Partner teams to build a robust pipeline and accelerate time-to-value for new prospects.
Twilio is shaping the future of communications, delivering innovative solutions to hundreds of thousands of businesses and empowering millions of developers worldwide. As a remote-first company, Twilio fosters a strong culture of connection and global inclusion, with a team that makes a global impact each day.
Actively coach, train, and develop your team of Account Executives to exceed their quotas
Run weekly 1:1s with each direct report to help them overcome roadblocks and chart their long-term career growth
Focus on driving a solution selling and value selling culture
We provide a comprehensive CMMS platform that helps businesses manage maintenance operations and optimize asset performance. We are a rapidly scaling startup with a culture based on collaboration and transparency.
Lead a team of approximately 15 Home Concierge Specialists in a high-volume outbound contact center environment.
Coach individual performance through weekly sessions, call reviews, and behavior-based feedback.
Own team results across sales conversion, customer outcomes, and call quality to drive continuous improvement.
Clever Real Estate helps people make confident decisions when buying or selling a home. Since 2017, the company has helped over 30,000 families and saved consumers more than $210 million in real estate fees, with nine consecutive years of revenue growth.
Lead a team of Large Enterprise Account Executives closing new business in accounts of 10,000+ employees.
Coach AEs on deal strategy and execution, with direct accountability for their performance and development.
Partner cross-functionally with Enablement, Marketing, RevOps, Product, and Recruiting to ensure team success.
Scribe provides a Specialized Intelligence platform that captures how work happens and turns it into a living asset for people and AI agents. Since 2019, they've grown to 7 million users across 600,000 businesses, are valued at over $1 billion, and have been named a LinkedIn Top Startup.
Own and grow a portfolio of accounts, with net revenue retention and expansion as the primary success metrics.
Develop and execute account plans, negotiate renewals, and identify upsell and cross-sell opportunities.
Conduct quarterly value-based reviews with top customers and maintain accurate sales forecasts.
Mitratech is a global software company focused on simplifying operations in Legal, Risk, Compliance, and HR. They serve 20,000 client companies globally, including 30% of the Fortune 500, with a diverse and inclusive work culture.
Oversee and maintain all aspects of the client relationship.
Serve as main point-of-contact for client inquiries and concerns.
Provide monthly business review for client on trends, SLAs, etc.
LoanCare is a full-service mortgage loan subservicer that delivers excellence to banks, credit unions, and homeowners. Backed by the strength of a Fortune 500 company, it offers a career foundation built on integrity, innovation, and collaboration.
Engage warm leads through high-volume outbound calls.
Close sales through consultative one-call or two-call processes.
Manage a dynamic pipeline to meet and exceed sales targets.
Achieve is a digital personal finance company that provides personalized financial solutions like loans and debt consolidation. With over 2,500 employees, the company fosters a supportive culture and offers hybrid and remote roles across the US.
Lead a team of Outbound Patient Enrollment Specialists, providing daily coaching on call quality, script adherence, and patient communication.
Monitor call volume, enrollment conversion, and productivity metrics, adjusting team focus to meet targets.
Conduct call audits and quality assurance reviews, giving direct feedback to ensure Cadence's enrollment standards.
Cadence is a clinical AI company automating the treatment of chronic disease. It partners with over 20 leading health systems and serves a population of more than 100,000 patients, recognized by TIME as a top healthtech company and LinkedIn as a top startup.
Coach and mentor a team of Partner Account Managers to achieve and exceed revenue goals.
Recruit and retain Partner Account Managers by hiring for required skills and coaching sales processes.
Drive a culture of accountability while traveling within your region and nationally.
Human Interest is a fintech company on a mission to make retirement benefits accessible to employees of small and medium-sized businesses. They are a high-growth company backed by top investors including BlackRock and SoftBank, with a culture focused on customer obsession and long-term orientation.
Identify new customers and lending opportunities with property investors and referral partners, driving sales and building relationships.
Cultivate strong relationships with existing and new borrowers through in-person meetings, calls, and emails, serving as primary escalation point.
Stay current on industry trends, attend conferences, and leverage CRM to manage client database and meet monthly loan volume goals.
Anchor Loans is a private direct lender to residential real estate investors, specializing in bridge loans, ground-up construction, and single-family rental solutions. As part of Pretium Partners ($60B AUM), we have surpassed $10 billion in total fundings and foster a culture of teamwork, innovation, and accountability.
Manage a team of 3-5 accountants and oversee the quality of their work and client engagements.
Ensure profitability and accuracy of client work, and drive cross-selling and upselling of additional services.
Provide technical leadership on accounting and technology issues, and develop team members' skills.
Bookkeeper360 is a fintech company that helps small businesses manage their finances through cloud-based accounting, payroll, tax, and advisory services powered by AI-driven insights. We have been recognized as a top workplace and are growing rapidly, with thousands of clients and a 4.8-star rating.
Supervise the Claims Department to ensure compliance with policies, investor guidelines, and regulations while enhancing staff performance through goal setting and coaching.
Monitor audit findings, implement procedural improvements, and handle escalations to maintain department success.
Provide regular loan status reports, conduct one-on-one meetings with direct reports, and facilitate training for new and existing employees.
LoanCare is a leading national provider of full service mortgage loan subservicing, serving banks, credit unions, and homeowners since 1991. Backed by Fidelity National Financial, a Fortune 500 company, they subservice over 1.8 million loans and offer a culture of integrity, innovation, and collaboration.