Strategic Partnership Manager

Overview

Spring EQ is a national home equity lender providing flexible and tailored financing solutions directly to consumers with a national network of experienced brokers and partners. Since its founding in 2016, Spring EQ is among the fastest growing and highest-rated home equity financing partners in the United States. Spring EQ offers a broad range of home equity products and delivers a simple and streamlined process that in faster funding, trustworthy loans, and less frustration for consumers today.

To learn more about Spring EQ,

At Spring EQ, it is our mission to empower homeowners and buyers to achieve and maximize the value of home ownership in a simple, fast, and ethical manner. Our values are to

• Be kind and treat all people – teammates, customers, and vendors – with respect and consideration
• Be adaptable and embrace change
• Be accountable and take responsibility and deliver the effort to fully complete the task
• Be better and strive for continuous improvement in ourselves, our team, and the company for our customers
• Be part of the solution and solve problems, find the answers, and collaborate
• Work hard, have fun, and get things done

We are seeking a Strategic Partnership Manager to join our growing team. Spring EQ's growth is highly dependent on securing new partnerships through mortgage portfolios, other lenders, and trusted brands to offer Spring EQ products while helping partners retain and attract customers. This role will be responsible for managing current partnerships in the consumer direct channel and partnership sales outreach.

The position will be responsible to the group's leader and Spring EQ Team to organize, assist and lead initiatvies, speficially:

• Research:
  Build and narrow Spring EQ's target market lists
  • Focus will be on:
    • Mortgage Portfolios
    • Other Lenders
    • Trusted Brands
    • Strategic partnerships
  • Prior experience or familiarity with network of mortgage portfolios (or other targets) is a plus
• Prospecting:
  Participating inoutreach and B2B campaigns
  • Spring EQ uses Hub Spot to manage its contact relationships and
  • Experience using a CRM to manage B2B sales process is required, Hub Spot
  • Complete outbound calls, emails, and Linked In messages to prospective partners.
• 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
• Hand Off to pitch and implementation:
  • Set up sales pitch meetings between prospective partners and Spring EQ management
  • 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:
  Assist in managing current and future business relationships 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, partner requests, and Spring EQ updates (rate sheet/guidelines)
  • Assist in the creation of business reviews to track partner performance

• Detail oriented - bring a focus and attention to detailinyour 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, One Drive, 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 Hub Spot (or other CRM, marketing automation, and productivity tools like…