Community Guide - Partner Account Manager

January 30

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Logo of Zippy

Zippy

Zippy is a company that specializes in providing home loans, loan servicing, insurance services, and technology solutions related to lending. Zippy Loans, LLC is a direct lender offering competitive loan rates and options for new and pre-owned homes, with a fully online lending process. The company emphasizes a modern approach to lending, making the process easy and accessible without needing to visit a bank. Zippy also offers insurance services through its subsidiary Zippy Insurance Services, LLC. With a commitment to supporting customers throughout the lending journey, Zippy aims to help individuals realize their homeownership dreams. Zippy is a family of companies, including Zippy Loans, LLC, Zippy Loan Servicing, LLC, Zippy Insurance Services, LLC, and Zippy Technology, LLC.

Mortgage • Home Loan • Affordability • Manufactured Housing • Lending

📋 Description

• 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. • A significant part of the role involves driving revenue growth by increasing loan applications and funding from clients, while also identifying and communicating any growth barriers to leadership. • This position requires diligent performance tracking, particularly in market share metrics, and meticulous management of client data in Salesforce. • A profound knowledge of Zippy's loan processes is essential, along with the ability to advocate for clients' interests within the organization. • The Community Guide is pivotal in bridging the gap between clients and Zippy's internal teams, ensuring both client satisfaction and business success.

🎯 Requirements

• Driven, motivated, and a go-getter—willing to do what it takes to succeed. • Sales-oriented mindset with a focus on relationship building. • Highly Curious and skilled at problem-solving including uncovering real issues through discovery calls. • Extroverted and relationally oriented, comfortable interacting with clients. • Strong proficiency in Salesforce and managing client data through CRM systems. • Detail-oriented, quick learner with a “figure it out” mentality. • Background in tech-forward environments, mortgage, or tech enablement preferred, with a willingness to learn Zippy’s processes. • SaaS experience and the ability to highlight the value of tech products. • A personal connection to the manufactured housing (MH) industry is a plus.

🏖️ Benefits

• Competitive Compensation: We offer a competitive salary with the potential for annual bonuses and variable pay, depending on your skills and experience. • Equity for All: As a part of our commitment to shared success, all employees receive equity in the company, allowing you to share in the growth and achievements of Zippy. • Remote Work: Enjoy the flexibility of working from home in a dynamic, remote-first environment. • Comprehensive Health Coverage: We provide medical, dental, and vision insurance, along with company-subsidized benefits like STD, LTD, and life insurance for you and your family. • Flexible Spending Accounts: Take advantage of medical & dependent care FSAs to help manage your expenses. • Training & Licensing Support: We invest in your professional growth with resources for training and licensing. • Paid Time Off: We offer generous PTO—and we encourage you to use it! • Wellbeing Programs: Access a variety of wellbeing resources, including Headspace, Gympass+, Fetch, Spring Health, SoFi, Perkspot, Ladder, and more through our Sequoia Wellbeing Programs. • Parental Leave: We provide paid parental leave to support you and your growing family. • No Meeting Wednesdays: Enjoy a mid-week break from meetings to focus and recharge. • Vibrant Slack Community: Engage with colleagues in our lively remote Slack community, featuring fun channels that connect people around shared interests like travel, pets, sports, food, and more. • Career Growth: We believe in promoting from within, offering you opportunities to grow your career with us.

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