Account Executive

Posted 14 Hours Ago
Be an Early Applicant
Hiring Remotely in USA
Remote
125K-125K Annually
Mid level
Financial Services
The Role
Launch and scale Splitero’s wholesale broker channel: prospect and convert brokers, perform due diligence, onboard and train partners, act as primary broker contact, create scalable processes and communication templates, build feedback loops, lead cross-functional projects, and collaborate on a broker-facing portal. Opportunity to hire and lead a team as the program grows.
Summary Generated by Built In

About the Job

As Splitero’s first Account Executive, you will develop and launch our wholesale channel, playing a pivotal role in accessing homeowners interested in our HEI product through brokers. You will hit the ground running in your first 30 days by engaging with prospective brokers and creating processes and communications that scale. As interest grows, you will educate, onboard, and serve as the primary point of contact for our first cohort of partners. 

As the program grows, so will your role, giving you the opportunity to hire, train, and lead a high-performing team. You will report directly to our Vice President of Operations and will collaborate with and receive support from our Production, Legal, Marketing, Product, People Operations, and Finance teams, ensuring the wholesale channel aligns with our broader business goals. Ultimately, your development and maintenance of the wholesale program will directly enable Splitero to efficiently connect with more homeowners, strengthening our market position in the HEI space.

  • Prospecting, outbound calling, and responding to incoming inquiries from potential brokers 
  • Leading all communications with prospective brokers, including perfecting pitch calls, with the goal of turning leads into partners
  • Collaborate with legal to perform background checks on prospective brokers, ensuring Splitero performs its proper due diligence
  • Onboard all new brokers by developing, scheduling, and leading training 
  • Serve as the primary point of contact for all onboard brokers by answering questions, ensuring Splitero receives documentation for homeowners, and regularly reporting the status of opportunities
  • Create processes and communication templates to be used by our production, focusing on providing an informative white-glove experience 
  • Create a scalable feedback loop between brokers and the internal production team to identify areas for improvement 
  • Own cross-functional projects from scope to execution to increase efficiency and improve the broker experience - all with the support of leadership and collaboration from Production, Finance, Marketing, Product, Engineering, and Legal
  • Collaborate with Product & Engineering to develop an external Wholesale portal to be used by our broker partners 

The starting salary for this position is $125,000. As the program develops, there will be an opportunity to increase compensation through commissions, with on-target earnings at or above $125,000. 

About You

  • 3+ years experience in mortgage or real estate sales (dealer/broker channel preferred)
  • Previous Salesforce experience 
  • Proven history of successfully managing cross-functional projects from ideation to execution 
  • Experience creating, implementing, and optimizing scalable policies and procedures
  • Demonstrated ability to take initiative, work independently, and proactively identify and solve problems 
  • Polished communication skills; the ability to collaborate internally and externally with professionalism, tact, and speed 
  • Commitment to providing a white-glove experience for broker partners
  • Exceptional interpersonal and relationship-building skills
  • Proven ability to collaborate cross-functionally and with all levels of an organization 
  • Desire and potential to grow as a People and Functional Manager 
  • Active NMLS license, or ability to be licensed within 90 days after starting
  • Demonstrated ability to manage multiple tasks with extreme attention to detail and meet deadlines
  • Ability to work 8am-5pm PST 
  • Desire to participate in fast-paced early-stage startup
  • Adaptability: Embraces changing circumstances with resiliency and positivity
  • Team-Oriented: Prioritizes collaboration, inclusivity, and teammate support 

About Us

Millions of homeowners in today’s economy are sitting on substantial home equity they are unable to access due to rising interest rates and strict qualification requirements of traditional lenders. That means millions of homeowners can’t convert their hard-earned equity into cash to pay off debt, start a home renovation, or pad their retirement to better their lives.

Splitero co-founders Michael Gifford and David Zvaifler witnessed the problem firsthand throughout their real estate careers. They set out to create a win-win product that could help those homeowners access their home equity but not make monthly payments or add additional debt like traditional financing options. And thus, Splitero was born.

As part of our team, you will join our quest to revolutionize the real estate industry while helping families in need. We offer a suite of benefits designed to help you thrive in all areas of life.

  • Fully Remote Team - Our remote-first culture allows us to hire the best people, regardless of location.
  • OneTeam Culture - We foster a culture of transparency, innovation, and inclusivity, where every voice is heard and every team member is valued. We believe in celebrating our successes, doing the right thing, and helping each other so we grow as a team and as individuals. 
  • Generous Resources - We want to ensure you are set up to do your best work. In addition to a solid tech stack, and access to any WeWork location, you will receive a monthly cell and internet stipend.
  • Premium Healthcare - We offer comprehensive healthcare plans for you and your family, which employees are eligible for on their first day.
  • Flexible PTO and Parental Leave - We offer a generous PTO and encourage employees to take time off to recharge. We're proud to offer a parental leave policy that allows you to welcome your new addition without worry.

We are a workforce composed of individuals with diverse backgrounds, abilities, minds, and identities. In keeping with our commitment to inclusion, we will ensure that people with disabilities are provided reasonable accommodations. If reasonable accommodations are required when applying, interviewing, or performing the essential functions of this position, please contact Ali McLeod, Director of People Operations, at [email protected]

Skills Required

  • 3+ years experience in mortgage or real estate sales
  • Dealer/broker channel experience
  • Previous Salesforce experience
  • Proven history managing cross-functional projects from ideation to execution
  • Experience creating, implementing, and optimizing scalable policies and procedures
  • Demonstrated ability to take initiative, work independently, and proactively solve problems
  • Polished communication skills and ability to collaborate internally and externally
  • Commitment to providing a white-glove experience for broker partners
  • Exceptional interpersonal and relationship-building skills
  • Desire and potential to grow as a People and Functional Manager
  • Active NMLS license, or ability to be licensed within 90 days after starting
  • Ability to work 8am-5pm PST

Splitero Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Splitero and has not been reviewed or approved by Splitero.

  • Healthcare Strength Healthcare coverage is described as comprehensive, including medical, dental, vision, and mental health support. Plans are available from the first day of employment for employees and families.
  • Leave & Time Off Breadth Paid time off is characterized as generous, paired with a specific parental leave policy to support new parents. The emphasis on recharging reinforces the breadth of time‑off offerings.
  • Flexible Benefits Benefits include FSAs for healthcare and dependent care, monthly stipends for remote work resources, and access to coworking spaces when needed. The package supports a 100% remote model with a robust tech stack to enable flexible work arrangements.

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The Company
HQ: San Diego, CA
39 Employees
Year Founded: 2021

What We Do

After years of significant home price appreciation, many homeowners are asset-rich, but either cash-poor or have less than perfect credit. As a result, they are subject to an inadequate selection of mortgage products. We are on a mission to help these homeowners access their home equity without new debt or monthly payments. Learn more at Splitero.com. Splitero Funding Inc. NMLS #2327455. CA DRE # 02185149. NMLS Consumer Access: https://www.nmlsconsumeraccess.org/EntityDetails.aspx/COMPANY/2327455

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