Manager, Account Management
Polly
Sales & Business Development
San Francisco, CA, USA
Posted on Wednesday, September 11, 2024
Who You Are:
You are a highly motivated individual looking to have an immediate impact on the systems, processes and technology of markets that are often called the engine of the US economy. You are an entry to mid-level professional, and are excited to join an experienced team of leaders that value excellence, independent thinking, teamwork and curiosity to create value for our customers. You are eager to play an essential role in mortgage pricing for Polly.
Does this sound like you? If so, apply today & let’s start the conversation!
What You’ll Do:
- Proactively cross-sell and upsell products and services to existing clients, identifying opportunities to expand relationships and increase revenue.
- Build and nurture strong executive relationships with key clients to drive engagement and position the company as a trusted partner.
- Mentor and coach other Account Managers to uplevel their approach, mindset, skillset, and other areas to flourish and excel in their role
- Perform ad hoc tasks as requested by management
- Compose thoughtful, personalized responses for a variety of customer requests
- Make active contributions to help achieve team goals and successes
- Manage input and feedback for all client facing projects with detailed direction and timelines for top tier accounts
- Creating long- and short-term implementation and project plans, including setting targets for milestones and adhering to deadlines
- Organized, detail-oriented with the ability to multitask, prioritize and respond quickly
- Team-focused attitude, and willingness to collaborate with peers, product management and other internal stakeholders
- Proactively remain connected to clients and the ever-changing market to ensure engagement on a regular and effective basis
What You Have:
- At least 5 years of experience in Account Management and 2 years of management experience
- Understanding of mortgage is strongly preferred
- Past experience in Enterprise Saas sales
- Excellent written and verbal communication skills
- Strong interest in learning about Fintech
- An entrepreneurial attitude with a strong desire to be an early and integral piece of a fast growing start-up
- An eagerness, willingness and ability to learn about mortgage capital markets and Polly’s software offerings
- Passionate about customer support and about the role it plays in making a customer-centric team successful
- Highly motivated, resilient and a tenacious passion for winning
- Ability to communicate technical problems in a elegant and tactful way
- Empathy, diplomacy, tact, and poise under pressure when working through customer issues
Why Join Polly?
- We are attacking a trillion-dollar market with gross inefficiencies and seeking to transform the way an entire industry operates
- You will have an impact on the design, architecture and implementation of markets that are often called the engine of US economy
- We value drive for excellence, independent thinking, teamwork and curiosity
- You will work with both government backed and industry leading companies to create a digital pipeline that facilitates real time trading of loans
- We have an experienced leadership team that previously built large and impactful platforms
- Outstanding opportunity for professional growth and upward mobility
- Direct engagement with the decision makers and senior business leaders
- Competitive salaries
- 100% paid medical/vision/dental/disability/life insurance
- Unlimited PTO
- Hybrid environment
About Polly:
Polly is transforming the mortgage industry with its modern, data-driven capital markets ecosystem. Banks, credit unions, and mortgage lenders nationwide trust Polly’s revolutionary Product and Pricing Engine (PPE), Loan Trading Exchange, and actionable data and analytics to automate and optimize the entire capital markets value chain, helping their secondary teams operate faster, smarter, and more profitably. Polly was founded in 2019 by a seasoned team of technology and mortgage experts and is headquartered in San Francisco, California.
To learn more, follow Polly on LinkedIn or visit www.polly.io. Polly is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, age, color, national origin, religion, sex, gender identity, sexual orientation, marital status, pregnancy status, disability status, veteran status, or any other legally protected status. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.