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Zippy · 2 months ago

Community Guide (Partner Account Manager)

United States

Full-time

Remote

Mid Level

$60K/yr - $75K/yr

Zippy is a company dedicated to simplifying the loan process for manufactured homes. The Community Guide role focuses on managing client relationships, driving revenue growth, and ensuring effective communication between clients and internal teams to enhance client satisfaction and business success.

FinanceFinancial ServicesFinTechLending

No H1B

Responsibilities

Responsible for building, maintaining, and growing the relationship with Zippy’s clients and key contacts with our clients

Responsible for maintaining market share with existing clients

Responsible for growing applications and funded loans at any given client. If revenue growth is blocked by Zippy, clearly communicate to leadership the reason for the block (ex: state, rates) and quantify the opportunity size to help leadership allocate resources

Responsible for training on Zippy’s processes and technology from marketing and application to funding

Responsible for communicating process updates and changes. Also responsible for helping Zippy’s leadership determine the viability of any changes

Responsible for tracking Zippy’s performance with the client, primarily but not limited to market share (% of apps and total loans) each month

Responsible for ensuring Salesforce is up-to-date with key contacts at clients and tracking communication (to extent possible) via Salesforce. Ownership of operator and community-level data following the transfer of a client to the Community Guide

Responsible for understanding Zippy’s loan process from start to finish including stages, necessary documents, and associated technologies. If unsure, responsible for speaking up and asking for training and help

Represent your client’s best interests within Zippy. Communicate their needs and priorities to leadership and to the originations team on specific files when needed

Deep understanding of Zippy’s process from marketing to application to conditions needed to closing to funding. Ability to answer most client questions quickly and ability to source answers quickly when unsure of answer

Know a client’s potential funded loans and applications and why Zippy isn’t reaching it at any given time. If Zippy is at max potential with a client, understand that too. Subject matter expert on their clients. This Community Guide always knows what is going on with a specific client at any given time and is the client’s first call

Qualification

Salesforce proficiencyClient relationship managementLoan process knowledgeSaaS experienceProblem-solving skillsExtrovertedMotivatedCuriosityDetail-oriented

Required

Driven, motivated, and a go-getter—willing to do what it takes to succeed

Sales-oriented mindset with a focus on relationship building

Highly Curious and skilled at problem-solving including uncovering real issues through discovery calls

Extroverted and relationally oriented, comfortable interacting with clients

Strong proficiency in Salesforce and managing client data through CRM systems

Detail-oriented, quick learner with a 'figure it out' mentality

Preferred

Background in tech-forward environments, mortgage, or tech enablement preferred, with a willingness to learn Zippy's processes

SaaS experience and the ability to highlight the value of tech products

A personal connection to the manufactured housing (MH) 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.