Responsibilities
- 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
Nice to Have
- Experience in tech-forward, mortgage, fintech, or enablement environments
- SaaS experience and ability to articulate product value
- Familiarity with the manufactured housing industry
Benefits
- Competitive salary with the potential for annual bonuses and variable pay
- Equity in the company
- Remote work
- Comprehensive health coverage
- Flexible spending accounts
- Training and licensing support
- Paid time off
- Wellbeing programs
- Parental leave
- No Meeting Wednesdays
- Vibrant Slack community
- Career growth opportunities
Additional Information
- All applicants should be prepared to potentially meet in person as part of the process
- We are currently only hiring candidates who reside in the following states: Arizona, Connecticut, Florida, Georgia, Illinois, Indiana, Louisiana, Maryland, Michigan, Missouri, Montana, Nebraska, Nevada, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, and Wisconsin
- Applicants that do not reside in the bolded states will be rejected
- We will use E-Verify to confirm employment eligibility
