Community Guide

This is a fully remote position, open to applicants in Arizona, +22 more states.

📋 Description

• Take full ownership of the revenue metrics and market share status of your designated portfolio.

• Foster measurable growth in applications, funded loans, and the average loan size.

• Identify, assess, and act on performance gaps and revenue opportunities within each account.

• Analyze structural barriers to growth (e.g., product limitations, pricing issues, state restrictions, operational challenges) and escalate quantified impacts to leadership.

• Anticipate performance trends and proactively develop action plans to meet growth targets and maintain market share among assigned accounts.

• Act as the primary relationship manager and trusted advisor for assigned clients.

• Cultivate strong, credible relationships with operators and key stakeholders.

• Increase revenue through strategic account development, onboarding new locations, and enhancing product adoption.

• Lead proactive discussions about growth instead of merely reacting to support requests.

• Manage your portfolio effectively, being responsible for growth, retention, and performance of assigned accounts.

• Maintain comprehensive visibility into pipeline activity, funding trends, conversion rates, and untapped potential.

• Formulate and implement strategic account plans tailored to each partner's opportunities.

• Ensure partners are thoroughly trained and aligned with Zippy’s end-to-end process (from marketing to funding).

• Promote operational discipline to enhance pull-through rates, speed, and borrower experience.

• Collaborate across functions to resolve systemic issues and file-level obstacles affecting performance.

• Monitor and report on key performance indicators such as market share, application volume, funded volume, and revenue trends.

• Maintain precise and actionable account and contact data in Salesforce.

• Utilize data to guide strategic decisions and prioritize time management.

• Represent client insights within the organization while safeguarding Zippy’s commercial interests.

• Provide structured feedback regarding product gaps, operational inefficiencies, and revenue potential.

• Influence cross-functional teams to prioritize initiatives that foster portfolio growth.

• Maintain an in-depth understanding of Zippy’s loan process, underwriting standards, technology, and funding requirements.

• Serve as a reliable expert for both clients and internal stakeholders.

• Continuously pursue learning to enhance commercial and operational effectiveness.

⛳️ Requirements

• Strong ownership mindset with a willingness to be accountable for revenue and performance metrics.

• Commercially driven with a sales-focused approach.

• High level of curiosity and strong problem-solving abilities.

• Naturally personable, friendly, and capable of quickly establishing trust with a diverse range of stakeholders.

• Excellent interpersonal and communication skills, with the capacity to navigate complex or challenging conversations constructively.

• Confidence in interacting with operators, owners, and senior stakeholders.

• Proficient in Salesforce/CRM and disciplined in data management practices.

• Detail-oriented with a strong commitment to follow-through and execution discipline.

• Ability to balance partner advocacy with Zippy's business priorities.

• Experience in tech-forward, mortgage, fintech, or enablement sectors is preferred.

• Familiarity with SaaS and the ability to communicate product value is an advantage.

• Knowledge of the manufactured housing industry is a plus.

🏝️ Benefits

• Competitive Compensation: We provide a competitive salary along with the potential for annual bonuses and variable pay, based on your skills and experience.

• Equity for All: Committed to shared success, all employees receive equity in the company, enabling you to participate in Zippy's growth and achievements.

• Remote Work: Enjoy the flexibility of working from home in a dynamic, remote-first environment.

• Comprehensive Health Coverage: We offer medical, dental, and vision insurance, as well as company-subsidized benefits like STD, LTD, and life insurance for you and your family.

• Flexible Spending Accounts: Utilize medical and dependent care FSAs to manage your expenses effectively.

• Training & Licensing Support: We invest in your professional development by providing resources for training and licensing.

• Paid Time Off: We offer generous PTO, and we encourage you to take advantage of it!

• Wellbeing Programs: Access a range 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 expanding family.

• No Meeting Wednesdays: Enjoy a mid-week break from meetings to focus and recharge.

• Vibrant Slack Community: Connect with colleagues in our engaging remote Slack community, featuring fun channels that unite people around shared interests like travel, pets, sports, food, and more.

• Career Growth: We prioritize promoting from within, offering opportunities for you to advance your career with us.

• Core Values: Our core values—Lead with Passion, Own It, Build a Better Way, Results Driven, and The Golden Rule—are at the core of all that we do.