Teams at Hometap

Administer and improve Salesforce across Sales, Investment Support, and Investment Operations. Responsibilities include gathering requirements, managing projects, designing and troubleshooting Flows, configuring Salesforce components and security, supporting deployments and sandbox environments, conducting root-cause analysis, maintaining documentation, and implementing release-related changes. The role also contributes to compliance checks, integrations, and cross-functional Salesforce initiatives.

Manage inbound homeowner leads through the full sales cycle for Hometap's home equity investment: qualify and educate homeowners, maintain pipeline in Salesforce and Hometap's Hub, coordinate with internal teams, collect documentation, close deals, and meet monthly and quarterly sales targets while ensuring regulatory compliance.

Own a full inbound sales pipeline for Hometap's home equity investment product: educate homeowners, guide applications from first call to close, coordinate with internal teams, use Salesforce and proprietary tools, meet monthly and quarterly sales goals, and maintain compliance and high-quality homeowner communication.