Head of Account Management

PollyDallas, TX
58dHybrid

About The Position

You are a strategic, outcomes oriented leader who excels at driving account growth and cultivating exceptional customer relationships. As a true player coach, you lead from the front, balancing hands-on ownership of key accounts with the ability to mentor, elevate, and inspire a high performing team. You thrive in fast paced, high growth environments and know how to build structure where it doesn't yet exist. You bring a strong SaaS background, a customer centric mindset, and a passion for creating scalable, repeatable processes that deliver measurable value. You are energized by the opportunity to help shape the future of mortgage technology and build a best in class Account Management function. Does this sound like you? If so, apply today & let's start the conversation!

Requirements

  • 8+ years of experience in Account Management, Customer Success, or Revenue-focused roles within a SaaS or technology company, with proven success owning and growing complex customer portfolios.
  • Commercial Acumen: Demonstrated success driving expansion, cross-sell, and strategic growth within existing customer accounts, in close partnership with Customer Success and Revenue Operations.
  • Scaling Experience: Proven track record of leading account management or customer-facing teams through major growth phases (e.g., ARR growth from ~$10M → $50M+ → $100M+) while expanding the customer base and deepening account penetration.
  • High-Growth / Start-Up Familiarity: Hands-on operator who thrives in dynamic, high-growth SaaS environments and can balance strategic thinking with tactical execution.
  • Relationship Builder: Deep experience engaging with senior executives at enterprise customers, developing trusted partnerships that translate into measurable business outcomes.
  • Data-Driven Operator: Skilled at using data to prioritize opportunities, forecast expansion potential, and evaluate account health; comfortable building reporting rhythms and metrics that drive accountability.
  • Player/Coach Leadership: Demonstrated ability to lead and develop talent while personally managing key accounts; capable of scaling a function and setting the standard for commercial excellence.
  • Systems Thinker: Experience implementing scalable processes, playbooks, and tools to improve efficiency and consistency in account management; familiarity with CRM and revenue systems like Salesforce.

Responsibilities

  • Lead and coach Polly's Account Management function, serving as both a hands-on account owner and player/coach to one direct report. You'll set the standard for excellence in commercial relationship management while actively managing a portfolio of key accounts.
  • Drive account expansion and commercial growth, identifying and executing on cross-sell and upsell opportunities in close partnership with the Customer Success team, who lead renewals.
  • Define and operationalize the Account Management charter, establishing clear goals, metrics, and scalable playbooks that balance customer value with business impact.
  • Develop and execute strategic account plans to strengthen executive alignment, expand product adoption, and position Polly as a long-term strategic partner.
  • Cultivate deep, multi-threaded relationships across customer organizations, ensuring Polly is seen as a trusted advisor and embedded in clients' strategic initiatives.
  • Collaborate cross-functionally with Customer Success, Product, and Revenue Operations to deliver a cohesive customer experience and align on growth opportunities.
  • Continuously improve systems, processes, and insights to increase visibility, efficiency, and effectiveness of commercial account management activities.

Benefits

  • Competitive Compensation: Polly offers competitive salaries designed to reward your expertise and direct impact/contributions.
  • Comprehensive Health Coverage: Employees enjoy 100% company-paid medical, vision, dental, disability, and life insurance, granting peace of mind.
  • Flexible Vacation, Done Right: Take time off to recharge when you need it with Polly's flexible, non-accrued vacation policy-because we trust you to balance work and life.
  • Hybrid Environment: Polly employees work on site three days a week (Tues./Wed./Thurs.) at our Innovation Hubs, located in Dallas-Fort Worth and San Francisco.

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Industry

Credit Intermediation and Related Activities

Education Level

No Education Listed

Number of Employees

101-250 employees

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