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, depending on your skills and experience.
- Equity for All: all employees receive equity in the company.
- Remote Work: flexibility of working from home in a remote-first environment.
- Comprehensive Health Coverage: medical, dental, and vision insurance, plus company-subsidized STD, LTD, and life insurance.
- Flexible Spending Accounts: medical & dependent care FSAs.
- Training & Licensing Support.
- Generous PTO.
- Wellbeing Programs: Headspace, Gympass+, Fetch, Spring Health, SoFi, Perkspot, Ladder, and more.
- Paid Parental Leave.
- No Meeting Wednesdays.
- Vibrant Slack Community.
- Career Growth: promoting from within.
ZippymhDallas, TX
