Dealer Guide (Partner Account Manager)

Zippy•Dallas, TX

10d•Remote

About The Position

Zippy was founded with one mission: to make getting a loan for a manufactured home simple, fast, and fully online. We believe modern manufactured homes are affordable, well-built, eco-friendly, and stylish, but finding a lender who understands this market can be challenging. That’s why Zippy focuses exclusively on manufactured home loans, offering a seamless, digital experience. Headquartered in Dallas, TX, with an office in Tempe, AZ, Zippy provides home loans and insurance to manufactured home buyers throughout the United States. Our remote-first team is spread across cities like Dallas, Houston, Knoxville, Omaha, Philadelphia, Phoenix, and several other states and cities. Backed by institutional investors, we offer competitive pay, stock options, and excellent benefits. At Zippy, we pride ourselves on our commitment to finance happiness through the power of home. We are dedicated to enhancing consumers' financial outcomes and tackling the affordable housing crisis through cutting-edge technology and innovative solutions. The Role The Dealer 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 Dealer Guide is a critical in bridging the gap between clients and Zippy's internal teams, ensuring both client satisfaction and business success. As this is a brand-new team building out a new channel, travel requirements will ramp up over time, ultimately reaching as much as 80% as Zippy expands its dealer footprint.

Requirements

Driven, motivated, and a go-getter—willing to do what it takes to succeed.
Polished presence with high energy; able to command attention in dealership environments while still being personable and approachable
Willingness and ability to travel up to 50-70% within an assigned territory
Sales-oriented mindset with a focus on relationship building.
Highly Curious and skilled at problem-solving including uncovering real issues through discovery calls and in-person visits.
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.
Prior MLO experience is a plus

Responsibilities

Relationship Owner : Responsible for building, maintaining, and growing the relationship with Zippy’s clients and their key contacts in the manufactured housing dealer channel.
Client Success : Responsible for maintaining market share with existing dealers and driving pull-through at their locations.
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: loan product, rates) and quantify the opportunity size to help leadership allocate resources.
Training & Enablement : Responsible for on-site and remote training of dealer sales and transactions teams 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 each dealership, 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 dealer-level and store-level data following the transfer of a client to the Dealer 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.
Process Building : Ability to thrive in a new, fast-evolving channel by helping define territories, establishing the right outreach cadence, and shaping processes that will set the foundation for future teammates.
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 Dealer Guide always knows what is going on with a specific client at any given time and is the client’s first call.
Market Awareness & Competitive Positioning : Stay informed on market trends, lending practices, and dealer dynamics to help Zippy maintain a competitive edge. Develop a strong understanding of how Zippy’s offerings compare with competitors and leverage this knowledge to drive dealer success.
Compliance & Regulatory Oversight : Ensure dealership operations and loan activities meet Zippy’s standards, legal requirements, and all applicable regulatory guidelines.

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.