Account Executive

COMMLOAN, INC.

Account Executive

Scottsdale, AZ
Full Time
Paid
  • Responsibilities

    Benefits:

    Dental insurance

    Health insurance

    Paid time off

    Stock options plan

    Training & development

    Vision insurance

    About CommLoan: CommLoan is transforming commercial real estate lending with a powerful, data-driven marketplace platform. Our proprietary CUPID technology connects borrowers and brokers to a vast network of lenders, streamlining the loan process with transparency, speed, and scale. Our Empower Team is focused on equipping commercial mortgage brokers and CRE Loan Originators with the tools, training, and ongoing support they need to succeed on our platform.

    Position Summary: As an Account Executive on the Empower Team, your role is centered around onboarding new broker partners and loan originators, delivering training on the CUPID platform, and maintaining strong, ongoing relationship management to ensure success. You will be the primary point of contact for brokers and Loan Originators as they begin and grow their engagement with CommLoan, ensuring they are fully supported every step of the way.

    This is not a cold-sales role—your focus will be on retention, activation, and the success of new and existing Loan Originators and broker partners.

    Key Responsibilities:

    1. Onboarding Support Guide newly signed broker partners through a structured onboarding process

    Serve as the go-to contact for all initial setup, questions, and documentation

    Work cross-functionally with internal teams (credit, operations) to ensure smooth partner activation

    1. CUPID Platform Training Deliver personalized individual or group training sessions on the CUPID platform, ensuring brokers and loan originators are confident using all tools and features

    Provide ongoing support for new product features, platform updates, and troubleshooting

    Gather feedback to help enhance training materials and improve user experience

    1. Relationship Management Act as a trusted partner and liaison between CommLoan and our broker and loan originator network

    Conduct regular check-ins to ensure satisfaction, usage, and deal pipeline support

    Promote continued broker engagement and identify opportunities for additional platform value

    1. Performance Monitoring & Reporting Track broker and loan originator activity, engagement levels, and deal progression through CRM and internal dashboards

    Flag inactive or at-risk accounts for re-engagement

    Share feedback and market insights with the broader Operation and Product teams

    What Success Looks Like: High broker and loan originator activation and retention rates

    CUPID platform adoption and usage by broker partners

    Consistent, professional communication and support

    Qualifications: 2–4 years of experience in account management, onboarding, customer success, or training—preferably in fintech, SaaS, or real estate finance

    Strong understanding of the commercial real estate lending process is a plus

    Excellent communication and presentation skills, comfortable conducting live platform demos and training

    Highly organized and detail-oriented, with the ability to manage multiple onboarding processes simultaneously

    Tech-savvy, with experience using CRM systems (e.g., HubSpot or Salesforce) and virtual meeting platforms (e.g., Zoom, Teams)

    A collaborative, proactive mindset with a strong focus on customer success

    What We Offer: Competitive base salary + performance-based bonuses

    Equity participation

    Medical, dental, and vision benefits

    Remote work flexibility

    A high-growth, collaborative work environment

    Opportunity to make a real impact in a tech-driven commercial lending company

    Ready to Empower Brokers and Loan Originators? If you're passionate about onboarding, training, and building long-term partner relationships—and you thrive at the intersection of technology and real estate finance—then we’d love to hear from you. Apply now and help us transform commercial lending at CommLoan.