[Hiring] Account Manager @Point Digital Finance, Inc.
Apr 02, 2025 - Point Digital Finance, Inc. is hiring a remote Account Manager. 💸 Salary: $70,000 base, uncapped commission, ote $100,000. 📍Location: USA.
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Local or 100% Remote
Who we are
Our mission at Point is to make homeownership more valuable and accessible to all. Every day, we explore, build, and iterate to create innovative financial products that improve the lives of our customers. Together, we’re creating the premier full-stack home equity platform to help current homeowners access their home wealth and aspiring ones realize their dream of homeownership. Point has raised over $180M from Andreessen Horowitz, WestCap, Prudential and other leading investors.
About the role
Join our team as an Account Manager, where you will play a key role in generating revenue and ensuring a positive homeowner experience. You will manage and nurture a pipeline of homeowners through a structured sales process, ensuring compliance with company policies, industry regulations, and legal requirements. Continuously develop your skills in sales, customer service, and pipeline management, and take on special tasks that contribute to the company's growth and profitability.
Our culture
We are a people-first, value-driven team. We come from varied backgrounds, experiences, and time zones. Our teams are aligned in service to our goal — to improve the lives of customers. Our culture is built on sharing ideas, supporting each other, and being empowered to do our best work. Find out what you can accomplish as part of an engaged, high-achieving team focused on a common goal.
Your responsibilities
- Sales
- Complete pre-scheduled consultative sales calls with homeowners to understand their financial needs, assess their suitability for a Home Equity Investment, and educate them on its key details.
- Proactively reach out to leads to complete consultative sales calls.
- Proactively reach out to homeowners to ensure acceptance of their initial estimate and final offer.
- Customer Service
- Reach out to homeowners to provide pricing/product-related updates.
- Respond to homeowners’ pricing/product-related questions or concerns in a timely manner.
- Direct homeowners to the assigned production team member (Processor or Closer) for the appropriate assistance.
- Pipeline Management
- Prepare applications for initial underwriting review by verifying initial application documents and ensuring initial follow-up requests are resolved.
- Ensure homeowners have scheduled and completed their financial counseling sessions and appraisals.
- Maintain detailed notes of homeowner interactions.
- Compliance
- Stay up to date with company policies, industry regulations, and legal requirements.
- Knowledge and Skill Development.
- Attend department meetings, sales meetings, 1:1's, and company all-hands.
- Complete assigned trainings.
- Special Tasks
- Perform ad hoc sales tasks as they arise.
About you
- Minimum 1 year of phone sales experience in financial services or related fields.
- Minimum 1 year of customer service experience in financial services or related fields.
- Experience managing a pipeline of customers.
- You must be registered, or have the ability to register shortly after hire, as a mortgage loan originator (MLO) in the Nationwide Mortgage License System and Registry (NMLS). You may be asked to become licensed in multiple states.
- Bachelor’s degree in Finance, Business, or related field preferred but not required.
- Moderate to strong computer skills.
- G-Suite (Gmail, Google Calendar, etc.).
- CRM experience (i.e., Salesforce) is preferred but not required.
- Familiarity with the US real estate and/or mortgage processing is preferred but not required.
- Self-motivated and proactive.
- Detail-oriented with strong accuracy.
- Excellent communicator.
- Problem solver with a solution-focused mindset.
- Adaptable to change.
- Team-oriented and collaborative.
- This role requires attendance at two onsite events per year, which will involve travel. Participation in these events is mandatory.
This position requires NMLS registration under the terms of the SAFE Act and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
Our benefits
Generous health benefits
- We provide 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 & onsite work
- Our teams work from many different locations and time zones. We support fully remote work and also have an amazing in-person environment in our downtown Palo Alto, CA HQ.
Fully paid parental leave
- Point will true-up wages from state-applicable PFL earnings so that the employee’s total gross pay will be equivalent to 100% of their regular base pay, as well as two weeks of fully paid leave to be available after exhaustion of state PFL.
- For employees in states without Paid Family Leave, Point will provide up to 8 weeks of paid parental leave.
- In addition, all employees will receive 4 weeks of fully paid transition time. For four weeks after returning from parental leave, and following the use of all other paid leave benefits, you may work part-time, meaning two or three days per week, and receive 100% of regular base pay.
Financial wellness
- We provide 401K retirement plans for employees as well as guaranteed life insurance and short- and long-term disability coverage. Full-time employees have the opportunity to take ownership in the company through equity options.
Extra work/life benefits
- We provide monthly stipends for internet, mobile plans, and a one-time home office reimbursement.
Point is proud to be an equal-opportunity employer. We provide employment opportunities regardless of age, race, color, ancestry, national origin, religion, disability, sex, gender identity or expression, sexual orientation, veteran status, or any other protected class. Each individual at Point brings their own perspectives, work experiences, lifestyles, and cultures with them, and we believe that a more diverse team creates more innovative products, provides better services to customers, and helps us all grow and learn.
- All US metro areas | $70,000 base
- Additionally, this position offers 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 $100,000 in the first year. However, since commission is uncapped, top performers can earn well above OTE.
- To support new hires during their ramp-up period, we provide a $1,500 monthly commission guarantee for the first 3 months. Most Account Managers ramp up within 3–4 months, and from there, 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 outlined above. At the launch of each position, we benchmark compensation to the appropriate role and level utilizing competitive compensation data from various data sources as references. At the offer stage, we use the signal we received from our interviews coupled with your experience, location, and other job-related factors to determine final compensation.
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| 📍 | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
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Salary
💸
$70,000 base, uncapped commission, ote $100,000
|
Remote
Location
USA
|
|
Job Type
full-time
|
Posted
Apr 02, 2025
|
| 📍 | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
