Teams at UpEquity

Lead and develop Account Executives and Senior Account Executives through coaching, call reviews, pipeline management, forecasting, and performance improvement. Monitor CRM activity, conversion trends, follow-up quality, and opportunity progression. Improve sales playbooks, scripts, sequences, onboarding, and management processes while partnering with Marketing, Business Development, CX, and Operations to strengthen lead handoffs and partner-driven sales performance.

The Chief of Staff at UpEquity will drive strategic initiatives, improve organizational effectiveness, and support the executive team in decision-making while managing cross-functional projects and operational improvements.

Sell UpEquity's products to realtors and homebuyers by building and managing a pipeline, educating partners, presenting offers, documenting CRM activity, converting leads, cold calling, and nurturing relationships to close deals.