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UpEquity helps homeowners buy their next home while selling their current one. The Trade Up solution unlocks equity and enables competitive offers with greater certainty. The company works closely with real estate agents and loan officers to identify clients who can benefit from its programs and guide opportunities through the sales process.
You will lead the daily performance and development of Account Executives and Senior Account Executives. This is a hands-on management role where you coach calls and deal strategy, maintain clear visibility of each rep's pipeline, spot gaps in follow-up, and translate performance data into specific actions. You will partner with Sales leadership and cross-functional teams to improve how the company generates and converts opportunities.
Key responsibilities include:
- Lead, coach, and hold AEs and SAEs accountable for partner engagement, qualified submissions, signed agreements, and pipeline progression
- Run consistent management cadence: individual coaching, call reviews, pipeline reviews, and team meetings with clear next steps
- Help reps prioritize their days around highest-value prospects, active opportunities, and partner follow-up
- Monitor activity, task completion, follow-up quality, and opportunity aging to address missed contacts and stalled deals
- Coach prospecting, discovery, program positioning, objection handling, and partner-to-submission transitions
- Support distinct AE and SAE motions including reseller partner outreach, TUMS portal activation, and repeat referral development
- Use CRM data and conversion trends to identify performance gaps, diagnose root causes, and build improvement plans
- Maintain reliable pipeline reporting and forecasts; communicate performance and risks to Sales leadership
- Collaborate with Marketing, Business Development, CX, and Operations to improve lead handoffs, partner campaigns, and rep experience
- Improve scripts, sequences, training, and management processes; help new reps ramp and established reps improve
Requirements:
- At least three years of experience managing an inside sales or relationship-driven sales team with a track record of improving rep performance
- Strong coaching skills and willingness to review real calls, inspect pipeline details, and give direct, useful feedback
- Experience managing through CRM data including activity, conversion, pipeline health, and forecasting
- Ability to distinguish volume problems from follow-up, qualification, or conversion problems and act accordingly
- Experience building or improving sales playbooks, scripts, outreach sequences, and onboarding
- Strong communication and organization skills with judgment to prioritize high-impact issues
- Comfort working across teams and adapting processes in a growing business
- Experience in real estate, mortgage, or partner-led sales is helpful but not required; coaching ability and results matter most
- Must reside in Austin or be willing to self-relocate
- Must be willing to work 80% in office (1 day work-from-home per week)
