Account Manager, Point
$100-115k
OTE
$70k
BASE
+ Uncapped Commission
Helping homeowners to sell equity in their homes
Job no longer available
Helping homeowners to sell equity in their homes
201-500 employees
Job no longer available
$100-115k
OTE
$70k
BASE
+ Uncapped Commission
201-500 employees
Company mission
To help homeowners become free of their debts and be able to unlock the wealth in their homes.
Role
Who you are
- Minimum 1 year of phone sales experience in financial services or related fields
- Minimum 1 year of customer service experience in financial services or related fields
- Experience managing a pipeline of customers
- You must be registered, or have the ability to register shortly after hire, as a mortgage loan originator (MLO) in the Nationwide Mortgage License System and Registry (NMLS). You may be asked to become licensed in multiple states
- Bachelor’s degree in Finance, Business, or related field preferred but not required
- Moderate to strong computer skills
- G-Suite (Gmail, Google Calendar, etc.)
- CRM experience (i.e., Salesforce) is preferred but not required
- Familiarity with the US real estate and/or mortgage processing is preferred but not required
- Self-motivated and proactive
- Detail-oriented with strong accuracy
- Excellent communicator
- Problem solver with a solution-focused mindset
- Adaptable to change
- Team-oriented and collaborative
- This role requires attendance at two onsite events per year, which will involve travel. Participation in these events is mandatory
What the job involves
- Join our team as an Account Manager, where you will play a key role in generating revenue and ensuring a positive homeowner experience
- You will manage and nurture a pipeline of homeowners through a structured sales process, ensuring compliance with company policies, industry regulations, and legal requirements
- Continuously develop your skills in sales, customer service, and pipeline management, and take on special tasks that contribute to the company's growth and profitability
- Complete pre-scheduled consultative sales calls with homeowners to understand their financial needs, assess their suitability for a Home Equity Investment, and educate them on its key details
- Proactively reach out to leads to complete consultative sales calls
- Proactively reach out to homeowners to ensure acceptance of their initial estimate and final offer
- Reach out to homeowners to provide pricing/product-related updates
- Respond to homeowners’ pricing/product-related questions or concerns in a timely manner
- Direct homeowners to the assigned production team member (Processor or Closer) for the appropriate assistance
- Prepare applications for initial underwriting review by verifying initial application documents and ensuring initial follow-up requests are resolved
- Ensure homeowners have scheduled and completed their financial counseling sessions and appraisals
- Maintain detailed notes of homeowner interactions
- Stay up to date with company policies, industry regulations, and legal requirements
- Knowledge and Skill Development
- Attend department meetings, sales meetings, 1:1's, and company all-hands
- Complete assigned trainings
- Perform ad hoc sales tasks as they arise
Our take
The process of purchasing a property can result in the financial position of immense debt. Home buyers often must take out bridge loans to finance their purchase whilst continuing to live at their current residence.
Point provides property financing by providing a share of a homeowners equity in advance to fund the purchase of a new home. The startup evaluates the finances of an applicant and purchases their property, obtaining a stake in the property if it is sold within ten years.
Point claims to prevent their customers from taking on crippling debt to fund a property purchase, and has helped nearly 10,000 homeowners across the United States. The company is in the midst of an expansion from 16 to 28 total geographies in the coming year after acquiring series C funding in 2022.
Steph
Company Specialist at Welcome to the Jungle
Insights
65% employee growth in 12 months
Company
Funding (last 2 of 3 rounds)
May 2022
$115m
SERIES C
Mar 2019
$22m
SERIES B
Total funding: $145.5m
Company benefits
- Health Insurance: Point provides platinum-rated plans for medical (Anthem Blue Cross or Kaiser Permanente), dental and vision (The Standard). We cover 99% of employee premiums and 75% of dependent premiums
- Generous Vacation: Take time for yourself and your family when you want - Point has an unlimited vacation policy
- Continued Learning: We encourage all team members to attend events hosted by our investors, external workshops and conferences. We believe in continuous improvement and want to support employees on their professional journeys
- Family Friendly: Point will top off state applicable PFL earnings, as well as two weeks of fully paid leave to be available after exhaustion of state PFL. In addition, employees will receive 4 weeks: s of fully paid transition time. For the first consecutive four weeks after returning to work following parental leave, and following exhaustion of all other paid leave benefits, the employee may work part-time, meaning two or three days per week, and will receive 100% of regular base pay
- Work From Home Stipends: With employees working remote, Point will provide employees a $50 monthly cell phone stipend and a $50 monthly internet stipend. In addition, we will reimburse up to $150 to help you purchase supplies for your home office.remote, Point will provide employees a $50 monthly cell phone stipend and a $50 monthly internet stipend. In addition, we will reimburse up to $150 to help you purchase supplies for your home office
Company HQ
Downtown North, Palo Alto, CA
Leadership
Eddie Lim
(Co-founder)Studied Computer Science at Harvard. Co-founder & CTO of Metails. Worked in Product Design at Facebook. Also Co-founded: Trial Pay Inc; Yub, Inc; and TXN.
Eoin Matthews
(Co-founder)Co-founder & VP of Development at Metails. Part of the Founding Team of Sendgrid. Worked at Rakuten for 6 years, leaving as VP of Business Development. Became VP of Business Development at VigLink. Founded popt.com. Was a Board Member on viethope.inc for 5 years.
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