Community Guide
Owns revenue growth and market share for an assigned portfolio of manufactured home lending partners. Drives applications, funded loans, and loan size through account management, partner enablement, and performance optimization.
About the job
What You’ll Do
Revenue & Market Share Ownership
- 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
Relationship Ownership & Business Development
- 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
Portfolio Management
- 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
Partner Enablement & Operational Alignment
- 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
Performance Tracking & CRM Discipline
- 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
Internal Leadership & Advocacy
- 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
Subject Matter Expertise
- 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
What You’ll Need
- 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
- 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
Total Rewards
- Competitive Compensation: competitive salary with the potential for annual bonuses and variable pay
- Equity for All: all employees receive equity in the company
- Remote Work: flexibility of working from home in a dynamic, remote-first environment
- Comprehensive Health Coverage: medical, dental, and vision insurance, along with company-subsidized benefits like STD, LTD, and life insurance
- Flexible Spending Accounts: medical & dependent care FSAs
- Training & Licensing Support: resources for training and licensing
- Paid Time Off: generous PTO
- Wellbeing Programs: Headspace, Gympass+, Fetch, Spring Health, SoFi, Perkspot, Ladder, and more
- Parental Leave: paid parental leave
- No Meeting Wednesdays
- Vibrant Slack Community
- Career Growth: opportunities to grow your career with us
Skills
Salesforce, CRM, Account Management, Business Development, Revenue Growth, Pipeline Management, Relationship Management, Performance Tracking, Cross-Functional Collaboration, Fintech
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