Investor Advisor at Sundae (Salt Lake City, UT)

| Salt Lake City, UT
Sorry, this job was removed at 5:18 p.m. (CST) on Friday, June 3, 2022
Find out who's hiring in Salt Lake City, UT.
See all Finance jobs in Salt Lake City, UT
Apply Now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.

About Sundae

Sundae’s mission is to help homeowners get the best outcome when it’s time to sell a house that needs some love. For too long, the process of selling outdated and damaged houses has been terrible for sellers. Local property investors capitalize on homeowner distress to purchase houses cheaply and resell them for huge profits.

Sundae is putting more of those profits back in the hands of the homeowner. We’ve developed a model to predict when sellers will need our help, and a best-in-class sales and marketing team to reach them and a trusted brand that allows us to grow even faster through word of mouth and referrals. With scale and efficiency, we’re able to redistribute economic value to sellers in the form of the most competitive price so that Sundae can become the largest buyer of homes that need love in the United States.

We are a Tier 1 Venture Capital backed  company with product-market fit, scaling revenue, and a massive addressable market opportunity. Our team is composed of seasoned leaders from real estate and marketplace businesses and with significant high-growth company experience (Airbnb, Dropbox, Chime, LendingHome).

Joining Sundae means being part of the team that’s bringing compassion and transparency to the business of helping homeowners sell in their time of need. If you’re driven by making a positive impact on people’s lives and want to support our mission, we’d love to hear from you.

About the Role

Sundae is building its Investor Solutions team to engage with real estate investors.  This is an opportunity to develop personally and professionally while working with a fast-paced team that values candor, authenticity, and creativity.

As an Investor Advisor, you are responsible for regional investor relationships, management, and supplemental services. The IA also oversees all contract dispositions for their respective Sundae market. You’ll become an expert on our team’s underwriting and field questions about property values and construction budgets. 

This role sits at an exciting cross-section of the business and is directly responsible for company-level revenue KPIs on assigned contracts. You’ll work with members from every team to solve the problems facing our customers.  Strong producers and leaders in this role have a tremendous opportunity for growth into management or other teams within the organization as we scale.


  • Manage a comprehensive lifecycle pipeline ranging from investor’s initial research to active clients who buy contracts and services through Sundae.
  • Negotiate real estate contracts with investors
  • Liaise as representative for investors to homeowners in the Marketplace channel 
  • Master Sundae’s underwriting policies at each stage of the workflow
  • Drive revenue and achieve Sundae’s targeted economics on real estate contracts
  • Cultivate relationships with local real estate investors through meet-ups, referrals, social media, lead generation, and more
  • Onboard new investors
  • Strengthen existing investor relationships to drive engagement
  • Maintain a working knowledge of local real estate activity and regulations 
  • Work directly with management to package learnings and feedback from investor interaction into actionable feature expansion and new product development
  • Able to work cross-functionally within Sundae’s internal teams 
  • Build and iterate Sundae’s end-to-end workflow and make recommendations for updates to Salesforce

About You

  • Excellent written and verbal communication
  • Meticulous sales pipeline management
  • Ability to communicate complex topics in simple succinct terms
  • Effective time management and task prioritization
  • Data-driven (borderline obsessed)
  • Comfortable in unstructured environments
  • Impeccable organization and attention to detail
  • A healthy compulsion to document processes while implementing learnings
  • Empathic, active listening
  • Politely persistent
  • Curious, yet authoritative
  • Professional experience in real estate 
  • Highly computer literate, mastery of Google Suite products
  • Personal interest in real estate and investing (preferred)
  • Experience using (preferred)
  • Experience growing a role at an early stage company (preferred)


  • Experience in real estate and/or outside sales
  • Professional experience in financial services (preferred)
  • 4+ years of demonstrated success in a quota-carrying sales role
  • Bachelor’s degree (advanced degree preferred but not required)
  • Active Real Estate license in your state
  • Will work from home within the local market city

Why Sundae?

  • Opportunity to revolutionize the real-estate industry with a mission to help those in need 
  • Scale with a rapidly growing organization, with tons of opportunity for growth
  • Work with a team of fun and motivated individuals in a highly collaborative culture

Compensation & Benefits 

  • Competitive cash salary
  • Stock option package 
  • Extremely competitive health benefits - 100% medical, dental, vision coverage
  • Retirement benefits including pre- and post- tax options
  • Unlimited PTO

We here at Sundae strive to build a workforce composed of individuals with diverse backgrounds, abilities, minds, and identities that will help us to grow, not only as a company, but also as individuals. Sundae is an Equal Opportunity Employer.

Where permitted by applicable law, employees must have received or be willing to receive the COVID-19 vaccine by date of hire. Reasonable accommodations will be considered. 

Follow us on LinkedIn

Watch our overview video

Watch our customer testimonial

More Information on Sundae
Sundae operates in the Real Estate industry. The company is located in San Francisco, CA and San Diego, CA. Sundae was founded in 2018. It has 140 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 8 open jobs at Sundae, click here.
Read Full Job Description
Apply Now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.

Similar Jobs

Apply Now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.
Save jobView Sundae's full profileFind similar jobs