Member-side Sales Rep — Hugo Schmidt (Apex), James Reilly (Reilly Legal), Anita Roth, etc.
I am
a sales rep employed by a PARTNER firm (e.g. Hugo Schmidt at Apex Broking). I receive referrals from Flip360 MEMBERs. I intake the customer (H3a), I settle the deal (H3b), I trigger the commission.
I need
an inbound referral queue for my firm, a customer profile pre-populated by H1+H2 data, a one-tap H3a intake confirmation, settlement reporting (H3b) with deal value, and visibility of my company's referral health.
So I can
intake 100% of inbound referrals within 24hrs, settle deals on the books cleanly, and trigger the commission flow that pays the referring MEMBER.
So that (financial outcome)
the partner firm honours every referral (the trust contract), and the MEMBER refers more deals — which is the flywheel.
Who fills this role
Hugo Schmidt (Apex), James Reilly (Reilly Legal), Anita Roth, etc. · Partner-side Sales Rep · Intaker · Settler · Human role · PHASE 1 — PRE G4 CUTOVER
The CRM screens I use
- Inbound referral queue (firm-level)
- Customer profile (H1+H2 pre-filled)
- H3a one-tap intake
- H3b settlement reporting
- Firm-level referral health
My KPIs (every one is linked to the FY31 trajectory)
| KPI | Target | Anchored to (financial source-of-truth) |
|---|---|---|
| H3a intake within 24hrs | ≥ 95% | engagement.tsx WS2 SLA |
| H3b settlement reporting within 24hrs of settlement | ≥ 99% | engagement.tsx hardening H106 |
| Firm-level commission paid out/quarter | > $30k per firm | investors.tsx unit economics |
What good looks like
Hugo opens his Apex queue. 3 new referrals from Flip360. Taps H3a on each — customers contacted, intake scheduled. DEAL-00891 settled today: taps H3b, system pays Sarah $2,140 the next morning. Apex's referral health: A+.
What bad looks like
Inbound referrals come via email. Hugo misses one. Intake delayed. Settlement reporting manual. MEMBER's commission late. Trust degrades. MEMBER stops referring to this partner.
Who I work with
Reports to: — (top of the chain)
Works with: Member (Referring) Community Manager