Strategic Partnership Manager

Spring EQ is a national home equity lender providing flexible and tailored financing solutions directly to consumers with a national network of experienced brokers and partners. Since its founding in 2016 Spring EQ is among the fastest growing and highest-rated home equity financing partners in the United States. Spring EQ offers a broad range of home equity products and delivers a simple and streamlined process that results in faster funding trustworthy loans and less frustration for consumers today. To learn more about Spring EQ visit.

At Spring EQ it is our mission to empower homeowners and buyers to achieve and maximize the value of homeownership in a simple fast and ethical manner. Our values are to

• Be kind and treat all people teammates customers and vendors with respect and consideration
• Be adaptable and embrace change
• Be accountable and take responsibility and deliver the effort to fully complete the task
• Be better and strive for continuous improvement in ourselves our team and the company for our customers
• Be part of the solution and solve problems find the answers and collaborate
• Work hard have fun and get things done

We are seeking a Strategic Partnership Manager to join our growing team. Spring EQs growth is highly dependent on securing new partnerships through mortgage portfolios other lenders and trusted brands to offer Spring EQ products while helping partners retain and attract customers. This role will be responsible for managing current partnerships in the consumer direct channel and partnership sales outreach.

The position will be responsible to the groups leader and Spring EQ Team to organize assist and lead initiatvies speficially:

• Research: Build and narrow Spring EQs target market lists
  • Focus will be on:
    • Mortgage Portfolios
    • Other Lenders
    • Trusted Brands
    • Strategic partnerships
  • Prior experience or familiarity with network of mortgage portfolios (or other targets) is a plus
• Prospecting: Participating in outreach and B2B campaigns
  • Spring EQ uses HubSpot to manage its contact relationships and
  • Experience using a CRM to manage B2B sales process is required HubSpot
  • Complete outbound calls emails and LinkedIn messages to prospective partners.
• Discovery: Independently managing outreach follow-up and assessing prospects needs
  • Familiarity with mortgage RESPA regulations is a plus
  • Experience managing a sales pipeline and associated priority of follow ups is key
• Hand Off to pitch and implementation:
  • Set up sales pitch meetings between prospective partners and Spring EQ management
  • Follow a transition guideline to hand off opportunities to your implementation teammates
  • Maintain ongoing and active communication with Spring EQs onboarding partners
• Business Relationship: Assist in managing current and future business relationships with our partners
  • Track progress of launched partners via existing (or new) reports
  • Follow up with partners on additional post launch opportunities or challenges
  • Foster a business relationship to help with escalations partner requests and Spring EQ updates (rate sheet/guidelines)
  • Assist in the creation of business reviews to track partner performance

• Detail oriented - bring a focus and attention to detail in your work
• Analytical - comfortable deriving using number and data analysis in your everyday work
• Task master or organized bias - enjoy organizing tasks work and spaces to allow for better communication and follow-up
• Technically minded - comfortable with understanding new technology software applications and/or curious to learn more
• Communication - comfortable in presenting (both writing and oral) your ideas for review
• Capable of using MS Office for day-to-day work (Word PowerPoint Excel Outlook OneDrive Teams)
• Demonstrated success in managing a sales pipeline (B2B or mortgage portfolio sales preferred)
• Creation and documentation of an effective outreach campaign and follow up plan
• Ability to adjust and maintain plans as inputs and goals evolve
• 2 years experience in sales or business development
• Familiarity with mortgage transactions
• Experience with HubSpot (or other CRM marketing automation and productivity tools like Salesforce ActiveCampaign Pardot) specifically
  • Pipeline management
  • Creating and maintaining campaigns
  • Reporting
• Experience and demonstrated success in creating and communicating sales decks one-pagers
• Time is money - At Spring EQ we recognize the importance of working with a sense of urgency. Ideal candidates will possess the ability to thrive in a fast-paced collaborative environment
• Spring EQ values personal excellence integrity and accountability- we need candidates who demonstrate these qualities in their everyday lives

Healthy work-life balance.

We are committed to supporting a healthy work-life balance and fostering an environment of productivity and collaboration. This position follows a hybrid schedule for team members working in our corporate offices combining on-site presence with remote flexibility. Our hybrid model is designed to promote teamwork and engagement while also providing the adaptability professionals need to manage their responsibilities effectively.

Benefits

• 401k Company Match
• Annual Charitable Matching Gift Program
• Commuter Benefits
• Company Holidays
• Credit Union Membership
• Dental Insurance
• Dependent Care Plan
• Disability Insurance
• Employee Assistance Program
• Life Insurance
• Medical Insurance
• Paid Time Off Plan
• Vision Insurance
• Weekly Non-Management Dinner Benefit

Spring EQ is an Equal Opportunity Employer. We make all employment decisions based on merit and business needs. If you require a reasonable accommodation at any stage of the hiring or employment process please contact