Summary
The Homebuyer Experience Manager owns cdcb's homebuyer pipeline from first contact through closing, executes the operational backbone of home sales, and serves as the day-to-day interface to cdcb's marketing engine for home-sales promotion under the direction of the Chief Strategy Officer. The position sits within the Office of the CSO - outside the Homeownership and Lending functions - to provide independent quality control over the end-to-end client experience and an objective operational view of pipeline performance. The role has three integrated functions: (1) shepherding each homebuyer-pathway client through the cdcb purchase process - first touch, application, counseling handoffs, contract, and closing; (2) executing the underlying sales operations that move inventory - tracking units, managing listings and open houses, generating sales intelligence, and coordinating employer outreach tied to current inventory; and (3) recommending home-sales promotion priorities to the CSO and executing approved priorities with the marketing engine.
Essential Duties and Responsibilities
Home Sales Operations
- Track new homes coming online across all cdcb platforms (subdivisions, DreamBuild, infill/colonia lots); prioritize units for sale; manage unit-level readiness from completion through closing.
- Schedule and coordinate open houses, manage internal listings, and ensure homes are market-ready (signage, lockboxes, photography coordination).
- Track showing activity, buyer feedback, and unit-level interest signals.
Homebuyer Pipeline Management & Client Experience QC
- Serve as the named point of accountability for every prospective buyer entering the home sales pipeline, from first interaction at an open house, employer presentation, or application through closing.
- Maintain an active, named pipeline of homebuyer-pathway clients with current stage, next action, and owner identified for each.
- Coordinate handoffs to and from Homeownership Counseling, ensuring no client falls between stages and that documentation, eligibility status, and timeline expectations are clear at each transition.
- Coordinate with the Chief Lending Officer's team on mortgage application status, loan conditions, and closing schedules for each buyer in the pipeline.
- Monitor the end-to-end client experience as an independent observer; identify pipeline blockages - qualification gaps, documentation delays, counseling backlogs, financing obstacles, communication failures - and report them, with recommendations, to the CSO and to the department leadership accountable for resolution.
- Provide each buyer a single, consistent point of contact for status, expectations, and next steps throughout the cdcb process.
Marketing Engine Direction & Home Sales Promotion
- Develop recommended home-sales promotion priorities for the marketing engine based on inventory status, days-on-market, and pipeline conditions - including which units, neighborhoods, and product types require active campaigns and at what intensity.
- Submit recommended priorities and home-sales-specific creative direction to the CSO for approval before transmission to the marketing engine.
- Serve as the day-to-day point of contact with the marketing engine on approved home-sales work, including campaign execution, creative review, and deliverable tracking.
- Coordinate timing between approved home-sales campaigns and cdcb's broader marketing calendar outreach, advocacy, employer relations, donor communications) to avoid conflicting demands on shared marketing capacity.
- Escalate scope changes, budget questions, and firm performance issues to the CSO.
Sales Intelligence & Reporting
- Produce the Monthly Sales Ops Input Brief - the primary operational intelligence artifact connecting sales execution to demand-building strategy. The Brief informs the CSO, CLO, and the marketing firm of current inventory status, movement constraints, priority units, time-on-market data, and time-sensitive units requiring targeted demand campaigns.
- Monitor and report key metrics: days on market by unit, sales velocity by geography and product type, showing-to-contract conversion, pipeline conversion by stage, and absorption rates.
- Translate sales intelligence into actionable promotion recommendations.
Employer & Community Outreach
- Identify employers in proximity to current inventory and arrange on-site presentations promoting cdcb products, with a focus on homes currently on the market.
- Represent cdcb at community events, outreach tables, and presentations tied to homeownership opportunities.
Cross-Functional Coordination
- Operate from the Office of the CSO with structured coordination protocols with the Chief Lending Officer, Homeownership Counseling, Triage, and the marketing firm.
- Maintain organized files and records for the homebuyer pipeline and home sales operations.
Work Schedule
- Standard schedule is Tuesday through Saturday, with Sunday and Monday off, to align with Saturday open houses, showings, and community events while preserving weekday availability for employer presentations, marketing-firm coordination, and pipeline handoffs.
- Some evening hours required for open houses, employer presentations, and community events.
- Other duties as assigned.
Qualifications
Education/Experience
- Minimum 2 years of experience in real estate sales, real estate operations, project management, mortgage origination support, or a related field.
- Direct experience guiding clients through a transaction process (real estate, mortgage, or comparable consumer-facing pipeline) strongly preferred.
- Experience working with or directing vendor/agency work preferred.
Specialized Skills
- Proficiency in GIS and Excel (required).
- Experience with real estate listing platforms, MLS, and CRM systems (required).
- Proficiency in Microsoft Office Suite.
- Working knowledge of mortgage qualification basics and first-time homebuyer programs preferred; familiarity with HOME, CDBG, and LIHTC homebuyer compliance a plus.
Language Ability
- Fluency in English and Spanish required.
- Ability to effectively present information and respond to questions from buyers, employers, managers, municipal officials, marketing vendors, and the general public.
Reasoning Ability
- Ability to interpret sales and pipeline data and translate it into clear reports, promotion recommendations, and actionable recommendations.
- Ability to manage a multi-party process across counselors, lenders, builders, buyers, and external marketing vendors with attention to deadlines and documentation.