Cedar Home Advisor

Cedar
Toronto, Canada, United States, New York
Workplace: HybridFull timeUSD 80,000 - 220,000 annuallyFunction: Consulting & AdvisoryExperience: 2-5 yearsSkills: ["Communication","Organization","Relationship-building","Problem-solving","Sales"]

Frontline sales role focused on turning inbound demand into closed transactions in residential home ownership. You’ll qualify leads, educate buyers on Cedar’s product, move clients through the funnel, and build origination channels with brokers and realtors while owning CRM processes and delivering exceptional customer experiences.

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Cedar
Cedar
8 months ago

Cedar Home Advisor

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Last checked: 18 hours agoStatus: Live

Job Summary

Frontline sales role focused on turning inbound demand into closed transactions in residential home ownership. You’ll qualify leads, educate buyers on Cedar’s product, move clients through the funnel, and build origination channels with brokers and realtors while owning CRM processes and delivering exceptional customer experiences.
Location: Toronto, Canada, United States, New York
Workplace: Hybrid
Employment Type: Full time
Job Function: Consulting & Advisory
Seniority: Mid level

Key Responsibilities

  • •Manage inbound and outbound lead activities: conduct discovery calls, deliver product explanations, handle objections, and drive next steps (documents, pre-qual, underwriting submission)
  • •Own CRM hygiene and pipeline: lifecycle stages, lead status, deal stages, tasks, notes, call logs, and next steps; build high-velocity follow-up sequences; maintain a forecastable funnel
  • •Coordinate between buyers, brokers/lenders, realtors, and Cedar teams to move files forward; collect documents and prepare clients for underwriting, disclosures, and closing steps
  • •Develop broker/realtor origination & channel growth: build relationships, provide partner enablement, track performance, and drive inbound referrals
  • •Track weekly KPI performance and share insights to improve product positioning, collateral, and customer journey; test and refine talk tracks and funnel experiments

Pay and Benefits

Salary: USD 80,000 - 220,000 annually
Equity and Bonus:Equity
Perks:EquityCommissionAnnual Bonus

Key Requirements

  • •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
  • •Proficiency with HubSpot (or similar CRM), Google Workspace/Microsoft Office, and modern sales tools
Experience:2-5 yearsFintechReal estateMortgage
Skills:CommunicationOrganizationRelationship-buildingProblem-solvingSales
Languages:English
Tech Stack:HubSpotCRMGoogle WorkspaceMicrosoft Office

Company Brief

Cedar
Provides an AI-powered patient financial engagement platform that unifies billing, payments, coverage, and support to simplify healthcare payments and improve collections and patient experience for hospitals and health systems.
Industry: HealthTech
Company Size: Large (251 to 1,000 employees)
Growth: Scaleup
Valuation: Unicorn (USD 1B+)
Funding: Series D
Headquarters: New York, United States
Founded: 2016
Glassdoor
Glassdoor: 4.4
WebsiteLinkedInGlassdoor