Broker Success Manager

Description

OneDome is transforming the homebuying journey in the UK. As a fast-growing property and mortgage technology group-home to leading brands including CMME, Coreco, Albany Park, and Trussle-we're on a mission to simplify the process and empower brokers to succeed. We're now looking for a Broker Success Manager to play a key role in supporting and developing our nationwide network of self-employed mortgage brokers.

About the Role:

As Broker Success Manager, you'll be the go-to person for training, onboarding, and empowering our brokers to reach their full potential. From helping them get the most out of our CRM and digital tools, to mentoring on performance and product adoption, you'll drive broker confidence, capability, and conversion.

You'll collaborate with sales managers, compliance, client engagement, and commercial teams to make sure every broker is set up for success-whether they're working with leads from estate agents, housebuilders, corporates, or umbrella companies.

What You'll Be Doing:

Training & Onboarding

Lead the OneDome Broker Training Academy and deliver monthly onboarding sessions

Run practical training on Dynamics CRM, DealRoom, and products like protection, remortgage, and HomeBuyer services

Provide 1:1 coaching and build a central library of easy-to-access learning resources

Broker Performance Support

Collaborate with area sales and engagement teams to understand broker performance

Promote strong CRM adoption and ensure DealRoom records are kept up to date

Identify training needs and deliver targeted support to improve broker confidence and results

Partner & Client Onboarding

Support brokers onboarding their own introducers or partners, ensuring compliance and correct CRM setup

Train estate agents, housebuilders, umbrella firms, and other partners on how to refer leads and use our systems

Cross-Team Collaboration

Act as a key link between brokers and internal teams (Compliance, Accounts, Product, Sales)

Help resolve system or process issues quickly and ensure brokers have what they need to succeed

What We're Looking For:

Strong understanding of mortgage broking in the UK - ideally with advisory or broker-side experience

Confident with CRMs (Dynamics experience a plus) and passionate about systems adoption

Solid grasp of compliance processes in financial services

A natural coach or mentor - someone who enjoys helping others thrive

Proactive, organised, and comfortable working across departments

Clear communicator with a passion for improving broker and client outcomes

CeMap qualified or equivalent desirable

Why Join OneDome?

Work with leading mortgage brands making real impact across the UK

Be part of a collaborative, forward-thinking team

Help shape the growth and development of a high-performing broker network

Competitive salary and growth opportunities in a rapidly scaling business

Salary: GBP40,000 - GBP45,000 base, depending on experience + performance bonus

Job Type: Permanent

Pay: GBP40,000.00-GBP45,000.00 per year

Additional pay:

Commission pay

Benefits:

Company events

Work Location: Hybrid remote in Fareham PO15 7FJ

Ad ID: 5416931502