Rep Engagement and Outreach
- Proactively build and maintain relationships with underwriter sales representatives to drive referrals.
- Conduct regular check-ins, provide updates and resources, and support joint planning efforts to become a trusted resource.
- Participate in agent demos alongside reps to provide expertise and increase win rates.
Regional Enablement and Execution
- Identify and prioritize target states and territories based on partner strategy and growth potential.
- Work with Marketing to deliver regional enablement through one-pagers, custom decks, co-branded content, and live or virtual training sessions.
- Collaborate with Sales and Customer Success to ensure coordinated regional campaigns and outreach.
Pipeline Development and Handoff
- Generate partner-sourced pipeline and deliver qualified demos monthly through referrals and account mapping.
- Collaborate with AEs to ensure seamless handoffs, visibility, and follow-up throughout the sales process.
- Maintain CRM accuracy and ensure proper attribution of partner-influenced revenue.
Events, Public Speaking, and Field Activation
- Represent CertifID at industry events, state Land Title Association events, partner conferences, and hosted dinners.
- Deliver engaging presentations on wire fraud risk, compliance, and CertifID’s value to agents and partner teams.
- Plan, execute, and travel to maximize partner engagement and field presence.
Internal Collaboration and Feedback
- Share trends, rep feedback, and insights from the field to serve as the partner's internal voice.
- Partner with Sales, Marketing, Customer Success, and Product teams to align on initiatives and resource needs.
- Document and share best practices to scale partner programs across other regions and teams.
What You Bring
- 5+ Years of experience in B2B sales, partnerships, or go-to-market roles (Account Executive or Partner Account Manager preferred).
- Familiarity with the title, escrow, or real estate technology space is highly valued.
- Proven success in generating a pipeline through indirect or partner-driven channels.
- Strong presentation skills and speaking confidently to small and large groups.
- Highly organized and able to manage multiple priorities and stakeholders.
- Comfortable with up to 50% travel to support key partner markets and events.
- Motivated by mission and committed to helping protect consumers and professionals from real estate fraud.
What We Offer
- Flexible vacation
- 12 company-paid holidays
- 10 paid sick days
- No work on your birthday
- Health, dental, and vision Insurance (including a $0 option)
- 401(k) with matching, and no waiting period
- Equity
- Life insurance
- Generous parental paid leave
- Wellness reimbursement of $300/year
- Remote worker reimbursement of $300/year
- Professional development reimbursement
- Competitive pay
- An award-winning culture
What We Do
CertifID helps to create a world without wire fraud. Started after our co-founder was hit by fraud – we’re the only company dedicated to fighting fraud for the real estate industry with an identity verification SaaS platform, insurance, and proven recovery services. CertifID helps safeguard billions of dollars every month from fraud and provides peace of mind with direct insurance coverage on every wire it protects.
Why Work With Us
CertifID is a mission-driven company. Everyone on the team has an important role in protecting our customers. In fact, "Protect the Customer" is the first of our core values, which helps us PROGRESS as individuals and as a team. To learn more about our core values and how they guide our day to day work, visit certifid.com/careers.
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CertifID Teams
CertifID Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.