Sales Success Manager

The Sales Success Manager owns the systems processes and performance framework that drive Loan Originator productivity from onboarding through full ramp. This role is responsible for tracking producer success managing ramp milestones optimizing lead management processes and providing leadership with visibility into team performance through data reporting and analytics. While Sales Managers own day-to-day coaching and people leadership the Sales Success Manager ensures the systems and accountability structure supporting those efforts are effective and scalable.

What you will do:

• Own the ramp plan and performance status of every Loan Originator serving as the primary resource for ramp progress and productivity tracking.
• Identify and proactively flag at-risk new hires to Sales Managers enabling early intervention and improved retention outcomes.
• Run a structured handoff at the end of each new hires ramp period so heightened tracking tapers off deliberately.
• Build and maintain real-time performance dashboards tracking certifications first meeting booked first opportunity created first deal closed quota attainment and ramp progression.
• Develop and maintain automated reporting that provides Sales Managers and Leadership with accurate actionable performance insights.
• Analyze hiring and performance data to identify the candidates most likely to succeed and provide recommendations to Recruiting and Sales Leadership.
• Own lead routing prioritization and follow-up cadence across the CRM and dialer stack (e.g. HubSpot LendingWise Aircall) so no lead goes stale.
• Build and enforce follow-up playbooks and SLAs; monitor response times and conversion by rep and pipeline stage.
• Design and maintain the 30/60/90/120/180-day milestone framework that Sales Managers execute against and the Corporate Trainer certifies within.
• Provide the logging system Sales Managers use for check-ins and the cadence/process behind deal and call reviews.
• Analyze onboarding ramp and production trends to identify bottlenecks and recommend process improvements.
• Partner with Recruiting Training and Sales Leadership to continuously refine hiring profiles onboarding programs and performance benchmarks.
• Present regular performance insights and recommendations to Sales Leadership and Executive Leadership.

How Success Is Measured:

• New hire ramp milestone attainment
• Time-to-productivity for Loan Originators
• First-year retention rates
• Lead response and follow-up SLA compliance
• Dashboard adoption and reporting accuracy
• Lead conversion rates across the sales funnel
• Reduction in lead aging and stale lead volume
• Predictive accuracy of ramp and performance reporting

• 35 years in private or consumer lending mortgage or sales success/operations ideally supporting a Loan Originator or originator population.
• Hands-on experience with CRM and dialer platforms (e.g. HubSpot a loan origination system such as LendingWise Aircall or similar).
• A track record designing ramp scorecards dashboards or milestone frameworks from scratch.
• A data-oriented approach: comfortable building and reading dashboards and diagnosing where a process not an individual rep is breaking down.
• Strong cross-functional communication you drive accountability through Sales Managers not around them.
• Advanced proficiency with sales reporting CRM analytics and dashboard development.
• Advanced Excel and data analysis skills including experience building reports dashboards and performance tracking models.
• Strong project management and process improvement skills.
• Experience working cross-functionally with Recruiting Training Operations and Sales Leadership.
• Ability to translate complex data into actionable recommendations for business leaders.

Why HouseMax Funding

• Join a mission-driven team transforming real estate investment financing.
• Work with talented professionals across Sales Marketing and Operations.
• Competitive salary and performance-based incentives.
• Comprehensive benefits package (medical dental vision) generous PTO.
• Office-based role in vibrant Austin TX

Type/Expected Hours of Work

This is a full-time position. Days and hours of work are Monday through Friday and occasional evening and weekend work will be required as job duties demand.

EEO/ADA

HouseMax provides equal employment opportunity to all individuals regardless of their race color creed religion gender age sexual orientation national origin disability veteran status or any other characteristic protected by state federal or local law. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Work Environment

The majority of the tasks associated with this position will be performed indoors however some duties will require the ability to function outdoors with exposure to seasonal weather conditions for short periods of time. Travel is up to 5% of the time.