Community Guide (Partner Account Manager)

Zippy•Dallas, TX

9d•Remote

About The Position

The Community Guide is primarily focused on managing and strengthening client relationships, educating clients on Zippy's loan processes and technology, and ensuring clear communication of process updates. A significant part of the role involves driving revenue growth by increasing loan applications and funding from clients, while also identifying and communicating any growth barriers to leadership. This position requires diligent performance tracking, particularly in market share metrics, and meticulous management of client data in Salesforce. A profound knowledge of Zippy's loan processes is essential, along with the ability to advocate for clients' interests within the organization. The Community Guide is pivotal in bridging the gap between clients and Zippy's internal teams, ensuring both client satisfaction and business success.

Requirements

Driven, motivated, and a go-getter—willing to do what it takes to succeed.
Sales-oriented mindset with a focus on relationship building.
Highly Curious and skilled at problem-solving including uncovering real issues through discovery calls.
Extroverted and relationally oriented, comfortable interacting with clients.
Strong proficiency in Salesforce and managing client data through CRM systems.
Detail-oriented, quick learner with a “figure it out” mentality.
Background in tech-forward environments, mortgage, or tech enablement preferred, with a willingness to learn Zippy’s processes.
SaaS experience and the ability to highlight the value of tech products.

Nice To Haves

A personal connection to the manufactured housing (MH) industry is a plus.

Responsibilities

Relationship Owner : Responsible for building, maintaining, and growing the relationship with Zippy’s clients and key contacts with our clients.
Client Success : Responsible for maintaining market share with existing clients.
Revenue Growth : Responsible for growing applications and funded loans at any given client. If revenue growth is blocked by Zippy, clearly communicate to leadership the reason for the block (ex: state, rates) and quantify the opportunity size to help leadership allocate resources.
Training & Enablement : Responsible for training on Zippy’s processes and technology from marketing and application to funding.
Communications : Responsible for communicating process updates and changes. Also responsible for helping Zippy’s leadership determine the viability of any changes.
Performance Tracking : Responsible for tracking Zippy’s performance with the client, primarily but not limited to market share (% of apps and total loans) each month.
CRM Management : Responsible for ensuring Salesforce is up-to-date with key contacts at clients and tracking communication (to extent possible) via Salesforce. Ownership of operator and community-level data following the transfer of a client to the Community Guide.
Zippy Process Knowledge : Responsible for understanding Zippy’s loan process from start to finish including stages, necessary documents, and associated technologies. If unsure, responsible for speaking up and asking for training and help.
Client Representation : Represent your client’s best interests within Zippy. Communicate their needs and priorities to leadership and to the originations team on specific files when needed.
Subject Matter Expert : Deep understanding of Zippy’s process from marketing to application to conditions needed to closing to funding. Ability to answer most client questions quickly and ability to source answers quickly when unsure of answer. Deep Client Understanding : Know a client’s potential funded loans and applications and why Zippy isn’t reaching it at any given time. If Zippy is at max potential with a client, understand that too. Subject matter expert on their clients. This Community Guide always knows what is going on with a specific client at any given time and is the client’s first call.

Benefits

Competitive Compensation : We offer a competitive salary with the potential for annual bonuses and variable pay, depending on your skills and experience.
Equity for All: As a part of our commitment to shared success, all employees receive equity in the company, allowing you to share in the growth and achievements of Zippy.
Remote Work : Enjoy the flexibility of working from home in a dynamic, remote-first environment.
Comprehensive Health Coverage : We provide medical, dental, and vision insurance, along with company-subsidized benefits like STD, LTD, and life insurance for you and your family.
Flexible Spending Accounts : Take advantage of medical & dependent care FSAs to help manage your expenses.
Training & Licensing Support : We invest in your professional growth with resources for training and licensing.
Paid Time Off : We offer generous PTO—and we encourage you to use it!
Wellbeing Programs : Access a variety 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 growing family.
No Meeting Wednesdays : Enjoy a mid-week break from meetings to focus and recharge.
Vibrant Slack Community : Engage with colleagues in our lively remote Slack community, featuring fun channels that connect people around shared interests like travel, pets, sports, food, and more.
Career Growth : We believe in promoting from within, offering you opportunities to grow your career with us.