Job Description:
• 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.
• Operate as the manager of your portfolio, accountable for growth, retention, and performance of assigned accounts.
• 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.
Requirements:
• 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.
Benefits:
• 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.