Prospect for and identify new referral partners, including mortgage brokers, real estate agents, financial planners, and credit unions, within assigned territories or verticals.
Conduct outbound outreach via phone, email, and social media to introduce Splitero's HEI product and value proposition to prospective partners.
Qualify and onboard new wholesale partners, ensuring they have the tools, training, and resources needed to submit and close deals.
Educate partners on Splitero's guidelines, pricing, and processes through product presentations, webinars, and one-on-one calls.
Maintain consistent follow-up cadences with both prospective and existing partners to drive pipeline activity and deal flow.
Collaborate with Account Executives to transition warm, high-potential partner relationships and ensure a seamless handoff.
Track all partner interactions, pipeline activity, and deal flow accurately in Salesforce CRM.
Participate in industry events, trade shows, and networking opportunities to build brand presence and generate new partner leads.
Provide field feedback to the Marketing and Product teams to help shape messaging, collateral, and product development.
Meet and exceed monthly and quarterly KPIs, including outreach activity, new partners onboarded, and funded deal volume sourced.

1–3 years of experience in a sales, business development, or account management role; experience in mortgage, real estate, or fintech is a strong plus
Familiarity with Home Equity Investment (HEI), Home Equity Lines of Credit (HELOC), reverse mortgages, or alternative lending products is highly desirable
Proven track record of hitting or exceeding outbound sales or pipeline generation targets
Strong phone presence and confidence in conducting discovery conversations with financial professionals
Proficient in Salesforce CRM; ability to manage a high-volume pipeline with accuracy and discipline
Experience with sales engagement tools and outreach cadences (Salesforce Sales Engagement / High Velocity Sales preferred)
Comfortable working in a fast-paced, early-stage startup environment where priorities shift, and adaptability is key
Self-starter mentality, you don't wait to be told what to do next
Excellent verbal and written communication skills; able to simplify complex financial products for diverse audiences
Adaptability: Embraces change with resiliency and a positive, solutions-oriented mindset
Team-Oriented: Prioritizes collaboration, inclusivity, and teammate support

Premium Healthcare
We offer comprehensive healthcare plans for you and your family, which employees are eligible for on their first day.
Flexible PTO and Parental Leave
We offer a generous PTO and encourage employees to take time off to recharge. We're proud to offer a parental leave policy that allows you to welcome your new addition without worry.
OneTeam Culture
We foster a culture of transparency, innovation, and inclusivity, where every voice is heard and every team member is valued. We believe in celebrating our successes, doing the right thing, and helping each other so we grow as a team and as individuals.
Generous Resources
We want to ensure you are set up to do your best work. In addition to a solid tech stack, and access to any WeWork location, you will receive a monthly cell and internet stipend.

Business Development Representative

Key skills