• Handle inbound sales and customer service calls • Assist customers with program information and enrollment • Provide callback options when requested • Deliver a positive and engaging customer experience

• Own the entire sales cycle — from first contact to closing • Close new merchants via inbound (70%) and outbound (30%) • Meet and exceed your revenue and closing targets • Conduct qualified sales calls, product demos and contract negotiations • Work in a structured way with our CRM and your pipeline • Provide structured customer feedback to Product & Growth • Actively support our go-to-market strategy

• Maintains and develop existing customers through appropriate and ethical methods in order to optimize the quality of service, business growth, and customer satisfaction and retention. • Actively identifies opportunities to introduce additional services, thereby increasing the revenue opportunity within each customer’s business portfolio. • Proactively conducts outbound customer outreach calls weekly. • Maintain a high-profile presence in the market by conducting client care visits; turning a sales relationship into a long-term partnership. • Proactively conducts strategic account reviews with all assigned customers on a regular basis in order to review service needs and usage trends. • Formulates strategies to retain customers where revenue may be decreasing. • Handles and resolves all issues and concerns in a timely manner. • Completes standard weekly and quarterly reports along with any ad hoc reporting requests. • Participates in all sales and other training provided by WMHS. • Participates in special projects and promotional campaigns under the direction of the District Sales Manager/Director of Sales. • Maintains a responsible approach to all security and safety matters related to WMHS operations, following the company’s policies and procedures at all times and bringing the manager's attention to any areas of concern. • Liaises with customers to understand their requirements with respect to products and services that the business currently offers or is planning to offer. • Handles and responds to all customer problems and inquiries expediently and in the best interest of both the customer and WMHS. • Establishes personal relationships with current and potential customers in the assigned territory. • Serve as a Helpful Expert in exceeding customer expectations on a regular basis. • Partner with the Service Manager on retention, customer issues and concerns • Debrief on any service issues with SM, Operations Manager, and CSRs, as required • Perform other duties and responsibilities, as assigned.

• Engage with inbound leads to provide compliant information while connecting with empathy to understand each homeowner's circumstances • Serve as a single point of contact throughout the investment process – providing status updates, responding to questions, requesting documentation – while maintaining a high volume of daily calls • Coordinate with internal teams (processors, underwriters, etc.) to ensure efficient processes for homeowners • Manage your pipeline using Salesforce and Hometap's proprietary Hub, keeping applications up to date and communicating next steps to homeowners and internal stakeholders • Become an expert in Hometap's home equity investment (HEI) product and unique sales approach, actively participating in training and ongoing coaching • Meet and exceed monthly and quarterly sales goals • Stay current on the competitive landscape and collaborate with colleagues across originations, marketing, and legal to resolve questions and improve the homeowner experience