Strategic Partnership Manager job at Spring EQ in Charlotte, NC
Title: Strategic Partnership Manager - Mortgage
Location: Charlotte United States
ID: 2026-1904
Job Description:
Overview
Spring EQ is a national home equity lender providing flexible and tailored financing solutions directly to consumers with a national network of experienced brokers and partners. Since its founding in 2016, Spring EQ is among the fastest growing and highest-rated home equity financing partners in the United States. Spring EQ offers a broad range of home equity products and delivers a simple and streamlined process that results in faster funding, trustworthy loans, and less frustration for consumers today. To learn more about Spring EQ, visit www.springeq.com.
At Spring EQ, it is our mission to empower homeowners and buyers to achieve and maximize the value of homeownership in a simple, fast, and ethical manner. Our values are to
Be kind and treat all people – teammates, customers, and vendors – with respect and consideration
Be adaptable and embrace change
Be accountable and take responsibility and deliver the effort to fully complete the task
Be better and strive for continuous improvement in ourselves, our team, and the company for our customers
Be part of the solution and solve problems, find the answers, and collaborate
Work hard, have fun, and get things done
We are seeking a Strategic Partnership Manager to join our growing team. Spring EQ's growth is highly dependent on securing new partnerships through mortgage portfolios, other lenders, and trusted brands to offer Spring EQ products while helping partners retain and attract customers. This role will be responsible for managing current partnerships in the consumer direct channel and partnership sales outreach.
Responsibilities
The position will be responsible to the group's leader and Spring EQ Team to organize, assist and lead initiatvies, speficially:
Research: Build and narrow Spring EQ's target market lists
Focus will be on:
Mortgage Portfolios
Other Lenders
Trusted Brands
Strategic partnerships
Prior experience or familiarity with network of mortgage portfolios (or other targets) is a plus
Prospecting: Participating in outreach and B2B campaigns
Spring EQ uses HubSpot to manage its contact relationships and
Experience using a CRM to manage B2B sales process is required, HubSpot
Complete outbound calls, emails, and LinkedIn messages to prospective partners.
Discovery: Independently managing outreach follow-up and assessing prospects needs
Familiarity with mortgage RESPA regulations is a plus
Experience managing a sales pipeline and associated priority of follow ups is key
Hand Off to pitch and implementation:
Set up sales pitch meetings between prospective partners and Spring EQ management
Follow a transition guideline to hand off opportunities to your implementation teammates
Maintain ongoing and active communication with Spring EQ's onboarding partners
Business Relationship: Assist in managing current and future business relationships with our partners
Track progress of launched partners via existing (or new) reports
Follow up with partners on additional post launch opportunities or challenges
., and Spring EQ updates (rate sheet/guidelines)
Assist in the creation of business reviews to track partner performance
Qualifications
Detail oriented - bring a focus and attention to detail in your work
Analytical - comfortable deriving, using number, and data analysis in your everyday work
Task master or organized bias - enjoy organizing tasks, work, and spaces to allow for better communication and follow-up
Technically minded - comfortable with understanding new technology, software applications, and/or curious to learn more
Communication - comfortable in presenting (both writing and oral) your ideas for review
Capable of using MS Office for day-to-day work (Word, PowerPoint, Excel, Outlook, OneDrive, Teams)
Demonstrated success in managing a sales pipeline (B2B or mortgage portfolio sales preferred)
Creation and documentation of an effective outreach campaign and follow up plan
Ability to adjust and maintain plans as inputs and goals evolve
2+ years' experience in sales or business development
Familiarity with mortgage transactions
Experience with HubSpot (or other CRM, marketing automation, and productivity tools like Salesforce, ActiveCampaign, Pardot), specifically
Pipeline management
Creating and maintaining campaigns
Reporting
Experience and demonstrated success in creating and communicating sales decks, one-pagers,
Time is money - At Spring EQ we recognize the importance of working with a sense of urgency. Ideal candidates will possess the ability to thrive in a fast-paced, collaborative environment
Spring EQ values personal excellence, integrity, and accountability- we need candidates who demonstrate these qualities in their everyday lives
Healthy work-life balance.
We are committed to supporting a healthy work-life balance and fostering an environment of productivity and collaboration. This position follows a hybrid schedule for team members working in our corporate offices, combining on-site presence with remote flexibility. Our hybrid model is designed to promote teamwork and engagement while also providing the adaptability professionals need to manage their responsibilities effectively.
Benefits
401k Company Match
Annual Charitable Matching Gift Program
Commuter Benefits
Company Holidays
Credit Union Membership
Dental Insurance
Dependent Care Plan
Disability Insurance
Employee Assistance Program
Life Insurance
Medical Insurance
Paid Time Off Plan
Vision Insurance
Weekly Non-Management Dinner Benefit
Apply Now
Apply Now
Location: Charlotte United States
ID: 2026-1904
Job Description:
Overview
Spring EQ is a national home equity lender providing flexible and tailored financing solutions directly to consumers with a national network of experienced brokers and partners. Since its founding in 2016, Spring EQ is among the fastest growing and highest-rated home equity financing partners in the United States. Spring EQ offers a broad range of home equity products and delivers a simple and streamlined process that results in faster funding, trustworthy loans, and less frustration for consumers today. To learn more about Spring EQ, visit www.springeq.com.
At Spring EQ, it is our mission to empower homeowners and buyers to achieve and maximize the value of homeownership in a simple, fast, and ethical manner. Our values are to
Be kind and treat all people – teammates, customers, and vendors – with respect and consideration
Be adaptable and embrace change
Be accountable and take responsibility and deliver the effort to fully complete the task
Be better and strive for continuous improvement in ourselves, our team, and the company for our customers
Be part of the solution and solve problems, find the answers, and collaborate
Work hard, have fun, and get things done
We are seeking a Strategic Partnership Manager to join our growing team. Spring EQ's growth is highly dependent on securing new partnerships through mortgage portfolios, other lenders, and trusted brands to offer Spring EQ products while helping partners retain and attract customers. This role will be responsible for managing current partnerships in the consumer direct channel and partnership sales outreach.
Responsibilities
The position will be responsible to the group's leader and Spring EQ Team to organize, assist and lead initiatvies, speficially:
Research: Build and narrow Spring EQ's target market lists
Focus will be on:
Mortgage Portfolios
Other Lenders
Trusted Brands
Strategic partnerships
Prior experience or familiarity with network of mortgage portfolios (or other targets) is a plus
Prospecting: Participating in outreach and B2B campaigns
Spring EQ uses HubSpot to manage its contact relationships and
Experience using a CRM to manage B2B sales process is required, HubSpot
Complete outbound calls, emails, and LinkedIn messages to prospective partners.
Discovery: Independently managing outreach follow-up and assessing prospects needs
Familiarity with mortgage RESPA regulations is a plus
Experience managing a sales pipeline and associated priority of follow ups is key
Hand Off to pitch and implementation:
Set up sales pitch meetings between prospective partners and Spring EQ management
Follow a transition guideline to hand off opportunities to your implementation teammates
Maintain ongoing and active communication with Spring EQ's onboarding partners
Business Relationship: Assist in managing current and future business relationships with our partners
Track progress of launched partners via existing (or new) reports
Follow up with partners on additional post launch opportunities or challenges
., and Spring EQ updates (rate sheet/guidelines)
Assist in the creation of business reviews to track partner performance
Qualifications
Detail oriented - bring a focus and attention to detail in your work
Analytical - comfortable deriving, using number, and data analysis in your everyday work
Task master or organized bias - enjoy organizing tasks, work, and spaces to allow for better communication and follow-up
Technically minded - comfortable with understanding new technology, software applications, and/or curious to learn more
Communication - comfortable in presenting (both writing and oral) your ideas for review
Capable of using MS Office for day-to-day work (Word, PowerPoint, Excel, Outlook, OneDrive, Teams)
Demonstrated success in managing a sales pipeline (B2B or mortgage portfolio sales preferred)
Creation and documentation of an effective outreach campaign and follow up plan
Ability to adjust and maintain plans as inputs and goals evolve
2+ years' experience in sales or business development
Familiarity with mortgage transactions
Experience with HubSpot (or other CRM, marketing automation, and productivity tools like Salesforce, ActiveCampaign, Pardot), specifically
Pipeline management
Creating and maintaining campaigns
Reporting
Experience and demonstrated success in creating and communicating sales decks, one-pagers,
Time is money - At Spring EQ we recognize the importance of working with a sense of urgency. Ideal candidates will possess the ability to thrive in a fast-paced, collaborative environment
Spring EQ values personal excellence, integrity, and accountability- we need candidates who demonstrate these qualities in their everyday lives
Healthy work-life balance.
We are committed to supporting a healthy work-life balance and fostering an environment of productivity and collaboration. This position follows a hybrid schedule for team members working in our corporate offices, combining on-site presence with remote flexibility. Our hybrid model is designed to promote teamwork and engagement while also providing the adaptability professionals need to manage their responsibilities effectively.
Benefits
401k Company Match
Annual Charitable Matching Gift Program
Commuter Benefits
Company Holidays
Credit Union Membership
Dental Insurance
Dependent Care Plan
Disability Insurance
Employee Assistance Program
Life Insurance
Medical Insurance
Paid Time Off Plan
Vision Insurance
Weekly Non-Management Dinner Benefit
Apply Now
Apply Now