Own governance, configuration, and integration integrity of core business systems (starting with HubSpot). Administer CRM end-to-end, rationalize automation (Zapier/Workato), ensure data integrity, coordinate LoanPro implementation and vendor relationships, and serve as the cross-functional systems operator between Operations, Engineering, and vendors.

Full-cycle Account Executive responsible for outbound prospecting, qualifying, and closing real-estate investor loans. Build self-sourced pipeline via calls, email, social, events; manage CRM forecasts; partner with operations to ensure borrower experience; provide market feedback to refine products and help hire/train peers.