Business Relationship Specialist

Offerpad is seeking a Business Relationship Specialist to support the Business Relationship Manager in managing partner relationships and ensuring efficient deal flow. The role requires strong organizational and communication skills to coordinate deal activity and maintain relationships with partners while transitioning to more scalable processes.

Responsibilities

• Support the Business Relationship Manager in monitoring deal flow, identifying potential opportunities or risks within the pipeline, and assisting other members of the D+ team with deal coordination and related activities
• Track and manage individual deals from initiation through completion, ensuring timely follow-up and clear communication with internal “Solutions Advisors” and other stakeholders
• Build and maintain relationships with existing partners while helping establish connections with new partners. Including onboarding new clients into the Direct+ portal
• Assist the team in transitioning away from manual processes by leveraging technology and improving operational workflows
• Maintain organized records and documentation related to pipeline activity and deal progress
• Manage pipeline tracking and scheduling to ensure efficient coordination of deal activity and partner engagement
• Contribute to initiatives that help scale the team’s capabilities and improve overall efficiency
• Utilize knowledge of the real estate title process, including reviewing HUD settlement statements for accuracy and validating associated calculations

Skills

• Strong organizational and communication skills
• Attention to detail
• Ability to manage multiple priorities
• Support the Business Relationship Manager in monitoring deal flow
• Identify potential opportunities or risks within the pipeline
• Assist other members of the D+ team with deal coordination and related activities
• Track and manage individual deals from initiation through completion
• Ensure timely follow-up and clear communication with internal 'Solutions Advisors' and other stakeholders
• Build and maintain relationships with existing partners
• Help establish connections with new partners
• Onboard new clients into the Direct+ portal
• Assist the team in transitioning away from manual processes by leveraging technology
• Improve operational workflows
• Maintain organized records and documentation related to pipeline activity and deal progress
• Manage pipeline tracking and scheduling
• Contribute to initiatives that help scale the team's capabilities and improve overall efficiency
• Utilize knowledge of the real estate title process
• Review HUD settlement statements for accuracy and validate associated calculations
• Ability to listen, build rapport, and credibility as a strategic partner vertically within the business unit
• Strong communication (both verbal and written), presentation and speaking skills
• Excellent organizational skills and flexibility to change and adapt to needs of the Company
• Ability to utilize pipeline management and processes
• Comfortable embracing change – ability to remain agile and pivot while managing multiple projects simultaneously
• Strong technical aptitude and willingness to learn AI tools
• Able to work both independently and in collaboration with others to enhance an entrepreneurial culture when it comes to business development
• Associates degree or higher preferred
• Willing to get a real estate license
• Salesforce preferred
• Title Background preferred

Company Overview