Account Manager – MH Community Operator

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🕒 Março 13

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Zippy

51 - 200 funcionários

🛡️ Seguros

💸 Finanças

💳 Fintech

Insurance • Finance • Fintech

A Zippy é uma empresa que se especializa em oferecer empréstimos para habitação, serviços de administração de empréstimos, serviços de seguros e soluções tecnológicas relacionadas ao crédito. A Zippy Loans, LLC é uma credora direta que oferece taxas e opções de empréstimos competitivas para casas novas e usadas, com um processo de crédito totalmente online. A empresa enfatiza uma abordagem moderna ao financiamento, tornando o processo fácil e acessível sem a necessidade de visitar um banco. A Zippy também oferece serviços de seguros através de sua subsidiária Zippy Insurance Services, LLC. Comprometida em apoiar os clientes ao longo da jornada de crédito, a Zippy tem como objetivo ajudar indivíduos a realizarem o sonho da casa própria. A Zippy é formada por um grupo de empresas, incluindo a Zippy Loans, LLC, a Zippy Loan Servicing, LLC, a Zippy Insurance Services, LLC, e a Zippy Technology, LLC.

Descrição

• Own the full revenue metrics and market share position of your assigned portfolio. • Drive measurable growth in applications, funded loans, and average loan size. • Identify, quantify, and execute against performance gaps and revenue opportunities within each account. • Diagnose structural growth blockers (e.g., product gaps, pricing, state limitations, operational friction) and escalate quantified impact to leadership. • Forecast performance trends and proactively build action plans to achieve growth targets and defend share among assigned accounts. • Serve as the primary relationship owner and trusted advisor for assigned clients. • Build strong, credible relationships with operators and key stakeholders. • Expand revenue through strategic account development, onboarding new locations, and deepening product adoption. • Lead proactive growth conversations rather than reactive support interactions. • Maintain deep visibility into pipeline activity, funding trends, conversion rates, and unrealized potential. • Develop and execute strategic account plans aligned to each partner’s opportunity. • Ensure partners are fully trained and aligned on Zippy’s end-to-end process (marketing through funding). • Drive operational discipline to improve pull-through, speed, and borrower experience. • Collaborate cross-functionally to resolve systemic issues and file-level friction impacting performance. • Track and report on key performance indicators including market share, application volume, funded volume, and revenue trends. • Maintain accurate, actionable account and contact data in Salesforce. • Use data to inform strategic decisions and prioritize time allocation. • Represent client insights internally while protecting Zippy’s commercial interests. • Provide structured feedback on product gaps, operational inefficiencies, and revenue opportunity. • Influence cross-functional teams to prioritize initiatives that unlock portfolio growth. • Maintain deep knowledge of Zippy’s loan process, underwriting standards, technology, and funding requirements. • Serve as a trusted expert for both clients and internal stakeholders. • Continuously seek learning to strengthen commercial and operational effectiveness.

🎯 Requisitos

• Strong ownership mentality with comfort being accountable for revenue and performance metrics. • Commercially driven with a sales-oriented mindset. • High curiosity and strong diagnostic problem-solving skills. • Naturally personable, friendly, and able to build trust quickly with a wide range of stakeholders. • Strong interpersonal and communication skills, with the ability to navigate complex or difficult conversations constructively. • Confidence operating with operators, owners, and senior stakeholders. • Strong Salesforce/CRM proficiency and disciplined data management habits. • Detail-oriented with strong follow-through and execution discipline. • Ability to balance partner advocacy with Zippy-first business priorities. • Experience in tech-forward, mortgage, fintech, or enablement environments preferred. • SaaS experience and ability to articulate product value is a plus. • Familiarity with the manufactured housing industry is a plus.

🏖️ Benefícios

• Competitive Compensation: We offer a competitive salary with the potential for annual bonuses and variable pay, depending on your skills and experience. • Equity for All: As a part of our commitment to shared success, all employees receive equity in the company, allowing you to share in the growth and achievements of Zippy. • Remote Work: Enjoy the flexibility of working from home in a dynamic, remote-first environment. • Comprehensive Health Coverage: We provide medical, dental, and vision insurance, along with company-subsidized benefits like STD, LTD, and life insurance for you and your family. • Flexible Spending Accounts: Take advantage of medical & dependent care FSAs to help manage your expenses. • Training & Licensing Support: We invest in your professional growth with resources for training and licensing. • Paid Time Off: We offer generous PTO—and we encourage you to use it! • Wellbeing Programs: Access a variety of wellbeing resources, including Headspace, Gympass+, Fetch, Spring Health, SoFi, Perkspot, Ladder, and more through our Sequoia Wellbeing Programs. • Parental Leave: We provide paid parental leave to support you and your growing family. • No Meeting Wednesdays: Enjoy a mid-week break from meetings to focus and recharge. • Vibrant Slack Community: Engage with colleagues in our lively remote Slack community, featuring fun channels that connect people around shared interests like travel, pets, sports, food, and more. • Career Growth: We believe in promoting from within, offering you opportunities to grow your career with us.

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