About You

You are a highly motivated person with deep sales and client acquisition experience. You’ve worked in a startup environment before, likely in fintech, proptech, software, or similar. With a proven track record and a strong understanding of financial products and real estate investment, you’ll help clients understand their investment options and sign up for the Knox platform.  

You will be responsible for converting inbound lead flow into opportunities and deals. Every step of the way you will provide insight, build confidence, and answer questions to help potential clients make an informed decision. You'll spend time building relationships with homeowners, understanding their financial goals and needs, illustrating investment options and outcomes, qualifying them based on Knox’s criteria, and showing them how our platform helps them build generational wealth. 

This role requires a high level of activity via email, phone, and Salesforce, a commitment to using strong ethical judgment, and a passion for exceeding goals. A positive phone presence and a passion for finance, investing, and real estate are a must. Knox offers exceptional opportunities for growth and advancement as we are a rapidly growing early-stage company. This is a chance to get on board early!


What you’ll do:

  • Build trust with homeowners while explaining the particulars of the Knox platform and how it can serve their financial goals
  • Establish mastery of Knox’s sales processes
  • Follow up with in-bound leads to set meetings and initiate the sales process 
  • Nurture leads and opportunities, guiding homeowners through the property vetting process to bring high-quality properties onto the Knox platform 
  • Provide clients with compelling cases and property reports using Knox’s proprietary tools so that they fully understand the investment opportunity the Knox platform can offer 
  • Utilize Salesforce to manage all sales activities and pipeline. Strong CRM skills are essential to success on the Knox team
  • Proactively communicate and respond to homeowners questions and concerns
  • Collect all necessary information and documentation from homeowners and use Knox’s property evaluation tools to quickly evaluate and qualify properties for the Knox platform
  • Meet and exceed quarterly sales goals
  • Understand the customer’s options and position Knox in-line with their needs and investing goals
  • Collaborate effectively with the Knox team to build more efficient sales systems
  • Work with other members of the sales and marketing team as we scale Knox into a global leader in wealth creation

Ideal candidates will possess the following:

  • The desire to be part of a rapidly growing startup. Join a team of fewer than 40 and help us grow to thousands 
  • Team minded & focused with the ability to work independently
  • Ability to work with and contribute to marketing, operations, product, and sales-ops, and finance teams to improve process & workflows for the business
  • Passion for real estate investing, financing, rates of return, risk, and wealth creation strategies
  • A drive and commitment to exceed sales targets
  • Experience cultivating relationships with customers  
  • Empathy - you put yourself in the homeowner’s shoes and take pride in providing a memorable, confidence-inspiring experience
  • Excellent written and verbal communication skills
  • Attention to detail & ability to thrive in a fast-paced environment
  • 5+ years of quota-carrying sales experience
  • 2+ years of experience working in a metrics-driven sales organization using Salesforce to drive all sales activities is preferred 
  • 2+ years of being held accountable to quantitative revenue targets
  • Experience owning investment property is a plus

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