Community Guide

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