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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in account management and partnership development, with a strong focus on performance metrics, coaching, and relationship building. Proficient in using CRM platforms and reporting tools to enhance lead management and customer experience.
Highest-signal resume keywords
Account ManagementPerformance Metrics ManagementCoaching Sales TeamsCRM Platforms ProficiencyRelationship Building
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Performance MetricsLead ManagementCoachingData ReportingCustomer Experience Tracking
Soft Skills
Strong CommunicationOrganizational SkillsProactive MindsetCoachable AttitudeAbility to Have Tough Conversations
Tools & Technologies
LookerCRM PlatformsLead Management SystemsAI Tools
Industry Keywords
Real EstateMortgagePartnership DevelopmentCustomer SuccessSales Support
About the role
Key responsibilities & impact- 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
- Build a partnership plan for each account covering goals, success metrics, and communication cadence
- Coordinate onboarding and introductory meetings for new partnerships
- Monitor online lead performance, including live transfer answer rates, speed to lead, and follow up
- Flag roster gaps and recommend market-specific changes
- Identify underperformance and partner with team leadership on fixes
- Coach agents on response speed, follow up, and warm introductions to loan officers
- Build trust-based relationships across partnerships
- Run regular check-ins with loan officers and agents to review pipeline, lead flow, conversion, and customer experience
- Track and report mortgage attach rate, transaction volume, conversion, and customer experience using scorecards and reports
- Coach loan originators on engaging Movoto online buyer leads and using tools, scripts, Playbooks, and marketing assets
- Support partner training sessions and lead sessions on core tools and workflows
- Use Looker data to identify missed opportunities
- Resolve everyday friction between loan officers and agents and escalate issues when needed
- Capture high-performing tactics and workflow wins
- Contribute to best-practice documentation, case studies, Playbooks, newsletter content, and scorecards
- Bring partner feedback and recurring themes to Lower Connect leadership
Requirements
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
- Experience in mortgage, real estate, or real estate technology (nice to have)
- Experience supporting partner trainings or kickoff events (nice to have)
- Experience using AI tools to work more efficiently (nice to have)
Benefits
Comp & perks- 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
