Community Guide (Partner Account Manager) - Remote

Overview

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. This position requires diligent performance tracking and meticulous management of client data in Salesforce.

In Short

• Responsible for building, maintaining, and growing relationships with clients.
• Maintain market share with existing clients.
• Grow applications and funded loans at any given client.
• Train clients on Zippy’s processes and technology.
• Communicate process updates and changes to clients.
• Track Zippy’s performance with clients.
• Ensure Salesforce is up-to-date with key contacts.
• Understand Zippy’s loan process from start to finish.
• Represent client interests within Zippy.
• Be a subject matter expert on clients.

Requirements

• Driven, motivated, and a go-getter.
• Sales-oriented mindset with a focus on relationship building.
• Skilled at problem-solving and discovery calls.
• Comfortable interacting with clients.
• Strong proficiency in Salesforce.
• Detail-oriented and quick learner.
• Background in tech-forward environments or mortgage preferred.
• SaaS experience is a plus.
• Connection to the manufactured housing industry is a plus.

Benefits

• Competitive salary with potential bonuses.
• Equity in the company.
• Remote work flexibility.
• Comprehensive health coverage.
• Flexible spending accounts.
• Training and licensing support.
• Generous paid time off.
• Wellbeing programs.
• Paid parental leave.
• Career growth opportunities.