Cedar Management Group, LLC
Cedar Home Advisor
Toronto Office
Sponsorship not specifiedDetected 192 days ago
HubSpotCRMBusiness DevelopmentOutbound SalesForecastingCustomer SuccessCadenceLeadershipCommunicationPublic SpeakingOrganizational SkillsMicrosoft OfficeUnderwriting
About the role
- 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.
- This is a high-ownership role working directly under the Head of Sales.
Responsibilities
- 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
- Deliver clear, confident product explanations and guide buyers through the "why Cedar" decision
- Book and run consultations, maintain consistent follow-up cadence, and drive next steps (documents, pre-qual, underwriting submission)
- 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
Requirements
- Proficiency with HubSpot (or similar CRM), Google Workspace/Microsoft Office, and modern sales tools
- 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)
- 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?
Nice to have
- 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)
- 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
Benefits
- We expand the path to ownership for people who have been locked out of traditional markets and help existing homeowners access their equity at cost well below existing solutions.
- Join our fast-growing and high-preforming team as we fundamentally change how people buy homes and create a new institutional asset class.
Company info
- 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.
- We are actually solving home affordability at scale - this is one of the most pressing problems in our country today and we are fixing it.
Apply directly at Cedar Management Group, LLC →Create a free account for alerts like thisView Cedar Management Group, LLC immigration profile
This listing is sourced directly from Cedar Management Group, LLC's careers page and normalized into a canonical job model.