Sales Success & Ramp Architect

HOUSEMAX FUNDING LLC; Austin (TX); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Competitive salary

Performance-based incentives

Comprehensive benefits package

Generous PTO

Office in Austin, TX

Job summary

HouseMax Funding LLC in Austin, TX is seeking a Sales Success Manager who will own the ramp, performance tracking, and productivity of Loan Originators from onboarding through full ramp. You will design the milestones, dashboards, and SLAs that enable scalable coaching and data-driven decisions.

You will partner with Recruiting, Training, and Sales Leadership to refine hiring profiles, lead routing, and performance benchmarks, and you will present regular insights to Sales and Executive

Qualifications

• 3–5+ years in private or consumer lending, mortgage, or sales success/operations.
• Hands-on experience with CRM and dialer platforms (HubSpot, LendingWise, Aircall or similar).
• Track record designing ramp scorecards, dashboards, or milestone frameworks from scratch.
• A data-oriented approach: comfortable building and reading dashboards and diagnosing where a process — not an individual rep — is breaking down.

Responsibilities

• Own the ramp plan and performance status for Loan Originators, serving as the primary resource for ramp progress and productivity tracking.
• Identify at-risk new hires and enable early intervention and improved retention outcomes.
• Run a structured handoff at the end of each new hire's ramp period so heightened tracking tapers off deliberately.
• Build and maintain real-time performance dashboards tracking certifications, first meeting booked, first opportunity created, first deal closed, quota attainment, and ramp progression.
• Develop and maintain automated reporting that provides Sales Managers and Leadership with accurate, actionable performance insights.
• Analyze hiring and performance data to identify the candidates most likely to succeed and provide recommendations to Recruiting and Sales Leadership.
• Own lead routing, prioritization, and follow-up cadence across the CRM and dialer stack (e.g., HubSpot, LendingWise, Aircall) so no lead goes stale.
• Build and enforce follow-up playbooks and SLAs; monitor response times and conversion by rep and pipeline stage.
• Design and maintain the 30/60/90/120/180-day milestone framework that Sales Managers execute against and the Corporate Trainer certifies within.
• Provide the logging system Sales Managers use for check-ins, and the cadence/process behind deal and call reviews.
• Analyze onboarding, ramp, and production trends to identify bottlenecks and recommend process improvements.
• Partner with Recruiting, Training, and Sales Leadership to continuously refine hiring profiles, onboarding programs, and performance benchmarks.
• Present regular performance insights and recommendations to Sales Leadership and Executive Leadership.

Skills

Lending industry experience

CRM analytics

Dashboard development

Excel data analysis

Project management

Cross-functional communication

Tools

HubSpot

LendingWise

Aircall

Job description

HouseMax Funding LLC in Austin, TX is seeking a Sales Success Manager who will own the ramp, performance tracking, and productivity of Loan Originators from onboarding through full ramp. You will design the milestones, dashboards, and SLAs that enable scalable coaching and data-driven decisions.

You will partner with Recruiting, Training, and Sales Leadership to refine hiring profiles, lead routing, and performance benchmarks, and you will present regular insights to Sales and Executive