Teams at Flock Homes

Own top-of-funnel outreach to Registered Investment Advisors: run high-volume outbound (calls, emails, LinkedIn), qualify prospects, book meetings for Partnerships, manage meeting logistics and Salesforce pipeline hygiene, and relay field intelligence to product and marketing.

The Tax Director will lead Flock's tax practice, managing client tax experiences, policy structuring, and external relationships while leveraging technology for efficiency.