Business Development Representative
Splitero is a company focused on helping homeowners access their home equity through innovative financial products. They are seeking a high-energy Business Development Representative to build and nurture partnerships with mortgage brokers and lenders, while managing the top of the wholesale funnel and ensuring a seamless partner experience.
Responsibilities
- 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
Skills
- 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
- Ability to work in our San Diego office Tuesday-Thursday
- 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
- 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
- Familiarity with Home Equity Investment (HEI), Home Equity Lines of Credit (HELOC), reverse mortgages, or alternative lending products is highly desirable
- 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
Benefits
- 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.
- 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.
Company Overview