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 Compensation
- Equity for All
- Remote Work
- Comprehensive Health Coverage
- Flexible Spending Accounts
- Training & Licensing Support
- Paid Time Off
- Wellbeing Programs
- Parental Leave
- No Meeting Wednesdays
- Vibrant Slack Community
- Career Growth
Additional Information
- While many of our interviews are conducted virtually, all applicants should be prepared to potentially meet in person as part of the process.
- As a participating employer, we will use E-Verify to confirm employment eligibility.
- 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.
