Community Guide

Zippy•Dallas, TX

3d•Remote

About The Position

The Community Guide (CG) owns revenue growth, market share performance, and partner success within their assigned portfolio. This role is responsible for identifying and capturing revenue opportunities across existing accounts by increasing applications, funded loans, and average loan size. The CG diagnoses performance gaps, removes growth barriers, and drives cross-functional alignment to unlock results. As the primary owner of each client relationship, the CG represents Zippy’s interests first while building trusted, long-term partnerships. They ensure partners are operationally aligned, commercially engaged, and fully enabled to deliver a seamless borrower and retailer experience. Success in this role requires strong business judgment, commercial instinct, operational fluency, and disciplined performance management.

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 Haves

Experience in tech-forward, mortgage, fintech, or enablement environments preferred.
SaaS experience and ability to articulate product value is a plus.
Familiarity with the manufactured housing industry is a plus.

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.

Benefits

Competitive salary with the potential for annual bonuses and variable pay
Equity in the company
Medical, dental, and vision insurance
Company-subsidized benefits like STD, LTD, and life insurance
Medical & dependent care FSAs
Resources for training and licensing
Generous PTO
Wellbeing resources (Headspace, Gympass+, Fetch, Spring Health, SoFi, Perkspot, Ladder)
Paid parental leave
No Meeting Wednesdays