The Role
Own 8–12 real estate and mortgage partnerships, ensuring strong lead performance, partner engagement, mortgage attach rates, and customer experiences. Monitor data, coach agents and loan originators, coordinate launches and training, resolve partnership friction, track performance metrics, escalate issues, and document best practices. The role requires relationship management, account ownership, reporting, and 20–30% travel in support of partnership launches and engagement.
Summary Generated by Built In
We believe homeownership is one of the most powerful ways people can build long-term wealth. Our mission at Lower is to make that path simpler, more accessible, and more connected.
We’re building a one-stop shop homeownership platform that brings together real estate, mortgage lending, technology, and local expertise. Through Lower’s direct-to-consumer lending business, our nationwide retail branches, and our real estate platform Movoto, we meet people wherever they are in the homeownership journey.
We innovate through technology, but human expertise is what sets us apart. Our approach combines a seamless online experience with experienced people. Whether someone wants to handle most of the process online or work directly with a local loan officer or real estate agent, we’re building a platform that gives them the tools, expertise, and support to move forward with confidence.
About the Role
Lower Connect is the program that pairs our Lower Loan Originators with Movoto Real Estate agents to give customers a smooth, connected experience, while making homeownership easier and more affordable from start to finish.
We're looking for a Manager, Partnership Performance to own a book of 8 to 12 Lower Connect partnerships and help each one produce real results. You'll focus on two things, and both matter equally.
Real estate team performance. Every Movoto partner team should be running at a high level with its online leads. That means agents answering live transfers, following up on time, and working a roster that fits their market. When a team falls short, you dig into the data, flag what you see, and work with team leadership on the fix, with backup from senior leadership on the tougher cases.
Partnership quality. You help keep the relationship between each real estate team and its Lower Loan Originator healthy. You keep both sides engaged as strong partners, track mortgage attach rate, and help them serve the customer as one unified team.
This is a great fit for someone early in their partnership or account management career who loves building relationships, coaching people, and turning data into action, and who wants a clear path to growing into a senior role. The role is based in Austin, TX with 20 to 30% travel to support partnership launches and partner engagement.
What You'll Do
Partnership Ownership & Launches
- Serve as the day to day Lower Connect point of contact for real estate team leads, agents, and loan originators across 8 to 12 partnerships
- Help plan and run kickoff events alongside senior team members, building excitement and early momentum
- Build a partnership plan for each account using our standard template, covering goals, success metrics, and communication cadence
- Coordinate onboarding and introductory meetings for new partnerships
Real Estate Team Performance
- Monitor each team's online lead performance, including live transfer answer rates, speed to lead, and follow up
- Flag roster gaps and recommend changes based on the needs of each market
- Spot underperformance early and partner with team leadership on a clear fix, bringing in senior leadership when needed
- Coach agents on response speed, follow up, and warm introductions to loan officers
Partnership Health
- Build genuine, trust based relationships with both sides of every partnership
- Run regular check ins with loan officers and agents, weekly in early stages and biweekly once established, to review pipeline, lead flow, conversion, and customer experience
- Catch friction, communication breakdowns, and performance gaps early and raise them before they derail the partnership
- Track and report on mortgage attach rate, transaction volume, conversion, and customer experience using our established scorecards and reports
- Celebrate wins and milestones to reinforce the behaviors that work
Coaching & Development
- Coach loan originators on engaging Movoto online buyer leads, including response speed, follow up cadence, agent communication, and use of templates, scripts, Playbooks, and marketing assets
- Support partner training sessions and lead sessions on core tools and workflows
- Use Looker data to show partners where opportunities are being missed
- Connect partners facing a challenge with peers who have already solved it
Accountability & Escalation
- Help resolve everyday friction between loan officers and agents while protecting both relationships
- Have direct, honest conversations about performance, with coaching and backup from senior leadership
- Know when to escalate, and bring clear context when you do
Sharing What Works
- Capture high performing tactics and workflow wins from your partnerships
- Contribute to best practice documentation, case studies, Playbooks, newsletter content, and scorecards
- Bring partner feedback and recurring themes back to Lower Connect leadership
What You'll Need
- 2 to 4 years in account management, customer success, relationship management, or partnership roles
- Experience managing a set of accounts or clients and helping move performance metrics
- Exposure to coaching or supporting sales teams
- Comfort with CRM platforms, lead management systems, and reporting tools like Looker, or the ability to pick them up quickly
- Strong communication skills and the ability to connect with everyone from top producing team leaders to first year loan officers
- Willingness to have tough conversations and openness to coaching on how to have them well
- Strong organizational skills and comfort managing several partnerships across different markets
- A proactive, coachable mindset and a real hunger to grow
Nice to Have
- Experience in mortgage, real estate, or real estate technology
- Experience supporting partner trainings or kickoff events
- Experience using AI tools to work more efficiently
What You’ll Get
- Full benefits: medical, dental, vision, paid holidays, PTO, parental leave
- Life insurance, short- and long-term disability, 401(k)
- Corporate wellness program
- Employee discount on home mortgage purchases and refinances
Lower provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Skills Required
- 2 to 4 years of experience in account management, customer success, relationship management, or partnership roles
- Experience managing a set of accounts or clients and improving performance metrics
- Exposure to coaching or supporting sales teams
- Comfort with CRM platforms, lead management systems, and reporting tools such as Looker, or ability to learn them quickly
- Strong communication skills with team leaders and loan officers
- Willingness to have difficult performance conversations and openness to coaching
- Strong organizational skills and ability to manage multiple partnerships across markets
- Proactive, coachable mindset and strong desire to grow
- Experience in mortgage, real estate, or real estate technology
- Experience supporting partner trainings or kickoff events
- Experience using AI tools to work more efficiently
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The Company
What We Do
We believe owning a home is one of the greatest wealth builders out there. So our goal is to make homeownership more accessible, and to help more people buy homes. We are #31 Top Mortgage Lender on Scotsman Guide and have been recognized as one of Fast Company's Most Innovate Companies in the World. As the parent company, Lower has individual brands and branches spread across the country. Along with our direct-to-consumer online lender, Lower.com, we're meeting people where they are to create more homeowners together. Our family of companies are 10th Mortgage, Alderus Mortgage, AMSW Lending, Banner Mortgage, Cabrales Mortgage, Community Lending, DMV Mortgage Group, Fairfax Mortgage, First Trust Mortgage Company, Gerber Group, Hamilton Home Mortgage, Heckman Mortgage, Homeside Financial, Hometrust, Home Team Lending, Lower.com, Lower Local, McCaughan Home Lending, Oxford Home Lending, PowerTPO, Team Hochberg, Universal Lending Home Loans, Vybe Mortgage, and Yes Mortgage. Equal Housing Lender | nmlsconsumeraccess.org | NMLS #1124061
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