Strategic Sales Analyst

📋 Description

• Pre-sales support and outbound prospecting to acquire, onboard, and retain key customers.
• Cultivate new relationships via outbound sales; act as an early touchpoint to set the tone for the
• Develop understanding of lead generation processes and coordinate with marketing touchpoints for
• Set qualified appointments for DSA partners and contribute to the outbound pipeline.

🎯 Requirements

• Bachelor degree in finance, business administration, or equivalent
• 1 year of experience in customer service or sales
• Outbound/cold calling experience required
• Experience within mortgage/hard money/private money
• Salesforce experience preferred
• Intellectually curious with interest in real estate or mortgage

🎁 Benefits

• Medical, Dental, and Vision Insurance: free employee coverage; affordable dependents
• Health Savings Account (HSA): Kiavi contributes $1,000-$2,000
• Disability and Life Insurance: 1x annual salary coverage
• Remote Work Policy: remote-friendly with setups and stipends
• Flexible Time Off and Paid Leaves
• 401(k) with company match