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Velocify Jobs in Ohio (NOW HIRING)

Velocify information

What is a Velocify job?

A Velocify job typically refers to a role involving the use of Velocify, a sales automation and lead management platform. These jobs often include responsibilities such as managing sales pipelines, automating outreach, and optimizing lead conversion. Common positions include sales representatives, CRM administrators, and marketing professionals who utilize Velocify to streamline workflows. Experience with sales technology and lead generation is often beneficial for these roles.

How does Velocify compare to Salesforce?

Velocify is a sales automation platform focused on lead management and dialing, while Salesforce is a comprehensive customer relationship management (CRM) system that includes sales, marketing, and service tools. For sales roles, Salesforce offers broader functionality, whereas Velocify specializes in streamlining sales workflows and improving outreach efficiency.

What is the difference between Velocify vs Sales Operations Specialist?

FeatureVelocifySales Operations Specialist
Primary RoleSales automation and lead management platformSupports sales processes, data analysis, and strategy
Required SkillsCRM integration, sales automation, data managementCRM proficiency, data analysis, process optimization
Work EnvironmentSoftware platforms, sales teams, office or remoteOffice-based, sales teams, cross-department collaboration
CertificationsCRM certifications, sales automation toolsCRM certifications, sales or business analysis certifications

Velocify is a sales automation platform used to streamline lead management and improve sales efficiency. A Sales Operations Specialist focuses on optimizing sales processes, analyzing data, and supporting sales teams. While Velocify provides the tools, the Sales Operations Specialist leverages these tools to enhance sales performance. Both roles often work together but serve different functions within the sales ecosystem.

Does Velocify offer training?

Velocify provides training resources and support to help users effectively utilize its platform, including onboarding sessions, tutorials, and user guides. Training options may vary based on the role and organization, and some training may be available through online modules or customer support channels.

What are the key skills and qualifications needed to thrive as a Velocify Administrator, and why are they important?

To thrive as a Velocify Administrator, you need a solid understanding of CRM systems, lead management processes, and experience with Velocify platform configuration, typically supported by relevant IT or business degrees. Familiarity with technical tools like Velocify LeadManager, Salesforce integration, and data analytics is essential, along with certifications in CRM platforms being advantageous. Attention to detail, problem-solving abilities, and effective communication are crucial soft skills for collaborating with sales teams and stakeholders. These skills ensure efficient lead management, optimize sales workflows, and enable data-driven decision-making within an organization.

What does velocify do?

Velocify is a software company that provides sales automation and lead management solutions designed to improve sales team productivity and customer engagement. Its platform includes tools for lead scoring, automated follow-ups, and analytics to optimize sales processes. The role of Velocify often involves working with CRM integrations and data analysis to support sales strategies.

What are some common challenges faced by Velocify administrators when managing lead distribution?

Velocify administrators often encounter challenges such as ensuring leads are routed efficiently to the right sales representatives, keeping distribution rules up to date with shifting sales strategies, and integrating Velocify with other CRM platforms. Additionally, administrators must frequently monitor system performance and troubleshoot issues to maintain a smooth workflow. Staying proactive with user training and adapting to evolving organizational needs are also key aspects of successfully managing Velocify.

What is a Velocify specialist?

A Velocify specialist is a professional who manages and optimizes the Velocify lead management system for organizations. Velocify, now part of ICE Mortgage Technology, is a software platform that helps businesses automate sales processes, track leads, and improve conversion rates. Specialists are responsible for configuring the system, training users, troubleshooting issues, and analyzing data to ensure maximum sales performance. Their expertise enables teams to efficiently manage large volumes of leads and streamline their sales workflow.

What is the fastest growing IT career?

The fastest growing IT careers include roles such as data scientist, cybersecurity analyst, and cloud engineer. These positions require skills in data analysis, security protocols, and cloud platforms like AWS or Azure, and often benefit from relevant certifications and continuous learning.
Infographic showing various Velocify job openings in Ohio as of July 2026, with employment types broken down into 100% Full Time. Highlights an 95% In-person, and 5% Remote job distribution.
Sales Manager - Mortgage

Sales Manager - Mortgage

Mutual of Omaha Mortgage

Independence, OH • On-site

$115K - $250K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 9 days ago


Job description

Lead a Winning Team. Build Your Legacy.

Mutual of Omaha Mortgage is a Fortune 300 company with an iconic brand and outstanding customer loyalty, inspired by hometown values and a commitment to caring for our customers and our people. We're a full-service lender offering a complete line of residential, refinancing, and specialty mortgage loans, backed by an experienced team of Mortgage Consultants and an operations team that delivers results.

If you're looking to join a team that promotes from within and works together toward one goal — helping customers with their mortgage needs — we want to talk to you.

This is an in-office position based in Seven Hills, OH.

The Opportunity:

As Sales Manager, you'll lead, coach, and develop a team of Mortgage Consultants — reviewing pipelines, sharpening skills through call coaching, and helping your team hit their production goals. This is a hands-on leadership role for someone who knows the business inside and out and wants to build something bigger than their own production.

Responsibilities:

  • Stay current on loan program guidelines (FHA, VA, FNMA, FHLMC) and federal and state regulations
  • Support your team of Mortgage Consultants across all aspects of loan production
  • Review pipelines daily to keep the loan process moving
  • Coach team members directly — listen to calls and provide real, constructive feedback
  • Help Mortgage Consultants grow their personal production and hit their goals
  • Review loan files for accuracy and completeness before submission to processing
  • Serve as a resource across departments on loan applications
  • Provide second-voice support to borrowers, helping the team collect required documentation

Qualifications:

  • Minimum 3 years of recent experience as a Mortgage Sales Manager or Loan Originator, with a proven production history
  • Strong knowledge of FNMA/FHLMC and FHA/VA loan programs
  • Working knowledge of Encompass and Velocify

Compensation:

  • Base salary of $48,000/year, plus bonus and commission on team production
  • Sales Managers typically earn between $115,000–$250,000+ annually, based on team performance
 

Mutual of Omaha Mortgage is an Equal Opportunity Employer, and we encourage diverse, talented, qualified applicants to apply. We offer an extensive compensation package. Benefits include: 

  • Paid Sick Time — 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed. 
  • 9 Paid Holidays + 1 Cultural Celebration Day (Floating Holiday) 
  • Multiple PPO Medical Plans, as well as HDHP eligible plan. 
  • Dental Coverage 
  • Vision Coverage 
  • Company Paid Life Insurance 
  • Additional Benefits including – Optional Life, FSA, Pet Insurance etc. 
  • 401K with a generous employer match 
  • Free Legal Services 
  • Employee Loan Program 

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