[Hiring] Account Manager @Point Digital Finance, Inc.

Role Description

Maximize lead-to-funding conversion:

• Understand prospects and their dynamic needs to leverage homeownership and timely solutions.
• Maximize conversion from marketing qualified lead to funding while delivering an excellent homeowner experience.

Own a large, warm pipeline:

• Balance speed with intentionality while managing a large pipeline of leads.
• Leverage Salesforce to segment and prioritize work based on deal readiness, engagement, and qualification criteria.
• Rapidly move homeowners to next steps in the process while maintaining pipeline discipline and high-quality documentation.

Convert with consultative selling:

• Run high-volume call blocks, uncover homeowners’ goals with empathy, and tailor financing options.
• Set expectations clearly and drive towards funding decisions confidently.

Drive your own growth:

• Participate actively in role-plays, call reviews, coaching, and improving conversion metrics and KPIs.
• Plan out your day, track performance, test new tactics, and iterate for performance based on results.

Collaborate across teams:

• Work with Operations, Underwriting, and Customer Success to ensure a smooth, compliant homeowner journey.
• Share feedback from the front line to refine sales effectiveness and process improvements.

Qualifications

• At least 1 year of phone sales experience in financial services or a related field, including closing experience on the product sold.
• Experience managing a customer pipeline and driving deals to close.
• Ability to register as a Mortgage Loan Originator (MLO) in the NMLS shortly after hire; multi-state licensing may be required.
• Bachelor’s degree in Finance, Business, or a related field is preferred but not required.
• Comfortable using G Suite tools (Gmail, Calendar, etc.); CRM experience (like Salesforce) is a plus.
• Familiarity with U.S. real estate or mortgage processing is helpful but not required.
• Strong computer skills, attention to detail, and a proactive, problem-solving mindset.
• Excellent communication skills, adaptable to change, and a collaborative team player.
• Must be able to travel for two mandatory onsite events per year.
• Must have a home office and be able to operate in a space without outside distraction.
• This position requires that you obtain and maintain a Mortgage Loan Originator (MLO) license under the terms of the SAFE Act and Regulation Z.
• You must secure this license within 60 days of your start date and keep it in good standing throughout your employment.

Requirements

• Point has detailed the expected annual base salary and OTE for this role: $60,000 base (this is a non-exempt role with overtime eligibility).
• Uncapped commission, meaning your earnings potential is directly tied to your performance.
• For those meeting their targets, the expected On-Target Earnings (OTE) is approximately $90,000 in the first year.
• New hires receive a $1,500 monthly commission guarantee for the first 3 months.
• Most Account Managers ramp up within 3–4 months, and commissions typically increase as they gain experience and confidence in the sales process.
• This does not include any other potential components of the compensation package, including equity, benefits, and perks.
• Location Requirement: This is a remote position. However, candidates must reside in one of Point’s states of operation.

Benefits

• Generous health benefits: Comprehensive medical, dental, and vision plans with options for flexible spending accounts (FSA) and health savings accounts (HSA).
• Unlimited paid time off: Recharge with unlimited paid time off and 10 company holidays.
• Flexible remote and onsite work: Support for fully remote work and an amazing in-person environment in downtown Palo Alto, CA HQ.
• Fully paid parental leave: Supplement state Paid Family Leave (PFL) so employees receive 100% of their regular base pay.
• Equity: Meaningful equity because we believe in sharing the value you help create.
• Financial wellness: 401K retirement plans, guaranteed life insurance, and short- and long-term disability coverage.
• Extra work/life benefits: Monthly stipends for internet, mobile plans, wellness perks, and company-provided equipment.