What are the responsibilities and job description for the Director of Business Development - Mortgage/Real Estate position at UpEquity?
About UpEquity
UpEquity is transforming the homebuying experience through innovation, technology,and a focus on strategic partnerships. Our mission is to empower real estate professionals and their clients with smarter, faster, and more certain paths to homeownership. We’re scaling our partnership ecosystem and looking for exceptional leaders to help drive our next phase of growth.
Since its founding in 2019, UpEquity has been building a better way to buy a home. We are a veteran-owned, real estate company on a mission to create more equal access to the American Dream.
Our flagship solution, the UpEquity Trade Up program, helps homeowners who are buying and selling at the same time. We specialize in unlocking equity and removing contingencies so that clients can make a competitive, winning offer on their next home.
Role Overview
The Director of Business Development will play a critical role in identifying, engaging, and securing strategic partnerships that drive revenue and long-term value. This individual will be responsible for sourcing new partners across targeted verticals (Realtor/Brokerage, Lender/Title, Home Builder), executing outreach and engagement strategies, and working cross-functionally to ensure a smooth handoff to Account Management and Partner Success teams.
This role requires a balance of strategic thinking, high-level sales acumen, and operational discipline to convert leads into high-value partnerships that align with UpEquity’s business goals.
Key Responsibilities
- Identify and engage prospective partners through outbound prospecting, networking events, referral programs, and digital channels
- Develop and maintain a pipeline of qualified prospects across targeted verticals:
- Realtors, Lenders, Home Builders, and Strategic Partners
- Present UpEquity’s value proposition to stakeholders and decision-makers through compelling custom pitches and product demos
- Own the end-to-end sales cycle for new partnerships, from initial contact to signed agreement
- Collaborate with Strategic Partner Managers (SPMs) to ensure seamless partner handoff, proper onboarding, and performance forecasting
- Partner with marketing to create co-branded collateral, pitch decks, and campaign materials tailored to prospective partners
- Track all partner interactions and progress in HubSpot and support creation of Looker dashboards for executive visibility
- Participate in ongoing coaching and development, including role plays, strategy reviews, and workshops
- Work cross-functionally with Revenue Ops, Marketing, and Product to influence growth strategy and market fit
Qualifications
- 5 years of experience in business development, partnerships, or sales (real estate, mortgage, or proptech industry preferred)
- Proven track record of acquiring and growing strategic partnerships with measurable revenue impact
- Strong interpersonal and presentation skills; confident engaging with executive-level stakeholders
- Highly self-motivated with strong organizational and time-management skills
- Proficient in CRM systems (HubSpot preferred), sales tools, and data analysis platforms (Looker or similar)
- Ability to thrive in a fast-paced, collaborative, and evolving environment
- Experience working with cross-functional teams and leading complex deal cycles
Preferred Traits
- Experience with mortgage lending, real estate brokerages, or home builder ecosystems
- Understanding of partnership tiers and how to align revenue performance with partner classification
- Ability to combine sales execution with a service-oriented mindset, working in tandem with the SPM team
- Comfortable with ambiguity and building processes from the ground up
Performance Expectations
- Meet or exceed quarterly partnership acquisition goals
- Drive consistent submission volume through sourced partners
- Maintain a well-documented and active pipeline
- Deliver measurable improvements in partner quality, activation time, and revenue contribution
- Contribute to quarterly planning and strategy sessions with senior leadership
Compensation & Benefits
- Competitive base salary tiered commission structure and performance bonuses
- Accrued PTO, Sick Time, Birthday Holiday 10 holidays per calendar year
- Health benefits - Medical, Dental, Vision
- Opportunities for growth and continuous development
- An exciting and positive work environment
