Cedar Home Advisor

As a Cedar Home Advisor, you’ll be on the front lines of our consumer business, turning inbound demand into closed transactions and creating an exceptional customer experience from first touch to close. You will qualify and convert inbound leads, educate buyers on Cedar’s product in a clear, consumer-friendly way, and move clients through each stage of the funnel with urgency and precision.

You’ll also help build and activate new origination channels (mortgage brokers, loan officers, and realtors) by forming relationships, providing enablement, and generating repeat deal flow. This is a high-ownership role working directly under the Head of Sales.

What You’ll Do

Inbound Lead Management & Conversion

Respond rapidly to inbound leads (calls, form fills, email, SMS) and run structured discovery calls to understand goals, budget, timing, and financing situation

Outbound calls pitching Cedar to parties such as realtors, builders and lenders

Deliver clear, confident product explanations and guide buyers through the “why Cedar” decision

Handle objections with empathy and precision (e.g., ground lease questions, buyout questions, resale concerns) and translate complex terms into simple, accurate language

Book and run consultations, maintain consistent follow-up cadence, and drive next steps (documents, pre-qual, underwriting submission)

Pipeline & CRM Ownership (HubSpot)

Own HubSpot hygiene end-to-end: lifecycle stages, lead status, deal stages, tasks, notes, call logs, and next steps

Build/execute high-velocity follow-up sequences (email + call + text) and ensure no lead goes cold due to process gaps

Maintain a clean, accurate funnel that leadership can trust for forecasting and reporting

Identify drop-off points and propose improvements to scripts, automations, and handoffs

Transaction Progression & Cross-Functional Coordination

Coordinate between buyers, brokers/lenders, realtors, and Cedar teams to move files forward

Collect required documents and ensure clients are prepared for underwriting, disclosures, and closing steps

Partner with internal stakeholders (Underwriting, Transaction Ops, Legal, Product) to ensure smooth file progression and fast issue resolution

Keep stakeholders informed with proactive updates, timelines, and expectations

Broker/Realtor Origination & Channel Growth

Build and maintain relationships with producing mortgage brokers/loan officers and realtors to generate recurring inbound referrals

Deliver partner enablement: short trainings, refreshers, “how to position Cedar” guidance, and deal packaging support

Track partner performance, follow up on warm opportunities, and help turn relationships into active channels

Support webinars/events/outreach campaigns with partners to increase awareness and inbound volume

Sales Reporting, Insights & Continuous Improvement

Track and report weekly KPI performance (speed-to-lead, contact rate, booked calls, conversion rate, time-to-close, partner-sourced deals)

Share frontline insights to improve product positioning, FAQs, collateral, and customer journey

Help test and refine talk tracks, objection handling, and funnel experiments (landing pages, calculators, sequences)

What We Need

You’re a high-energy, relationship-driven seller who can move fast, communicate clearly, and stay relentlessly organized. You enjoy being on the phone, you’re comfortable with ambiguity, and you take pride in running a tight funnel. You can simplify complex concepts without losing accuracy, and you care about helping people access homeownership.

Qualifications

2–5+ years experience in sales, customer success, or business development (mortgage, real estate, fintech, title, insurance, or adjacent preferred)

Strong understanding of the homebuying process and the roles of lenders, brokers, agents, escrow/title, and underwriters

Proven ability to manage a high-activity pipeline: fast follow-up, multi-threaded communication, consistent next steps

Comfortable with consultative selling and objection handling

Strong written and verbal communication; confident presenting concepts simply and accurately

Highly organized with exceptional follow-through (CRM discipline is non-negotiable)

Proficiency with HubSpot (or similar CRM), Google Workspace/Microsoft Office, and modern sales tools

Willingness to work some evenings/weekends to match buyer schedules when needed

Mortgage or real estate licensing (or willingness to pursue), NMLS exposure, or experience working directly with loan officers/brokers

Experience selling a novel/complex product that requires education and trust-building

Experience building referral channels or partner-driven deal flow

Why Choose Cedar?

Take real ownership early — the work is not theoretical

Grow through direct feedback, rigorous debate, and steep responsibility

Be pushed to develop judgment, not just skills

Build a track record that compounds — responsibility scales with performance

Cedar is built for people who want to operate at a very high level on work that matters. We run a true owner’s culture: high standards, direct feedback, fast iteration, and accountability to outcomes. You’ll have real responsibility early, you’ll be expected to think—not just execute—and you’ll be surrounded by teammates who push hard and care deeply about excellence.

This is not a company for people who need perfect clarity, gentle consensus, or predictable routines. The pace is fast, the problems are complex, and the bar is high. But the upside is rare: steep growth, meaningful autonomy, and the chance to do career-defining work with a team that treats the mission seriously and rewards success well.

If you want comfort, you won’t like it here. If you want to build, learn, and win—Cedar is the place.