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Account Manager

Remote:

Full Remote

Contract:

Full time

Experience:

Mid-level (2-5 years)

Work from:

United States

Offer summary

Qualifications:

At least 3 years in Account Management, Experience in B2B software sales, Understanding of mortgage preferred, Excellent written and verbal communication skills.

Key responsabilities:

Cross-sell and upsell products to clients
Build relationships with key clients
Conduct regular business reviews
Manage client-facing projects and feedback

Polly Fintech: Finance + Technology Scaleup http://www.polly.io/

51 - 200 Employees

See more Polly offers

Job description

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.

Compose thoughtful, personalized responses for a variety of customer requests, ensuring client satisfaction and retention.

Make active contributions to help achieve team goals and successes, collaborating closely with cross-functional teams.

Manage input and feedback for all client-facing projects with detailed direction and timelines, especially for top-tier accounts.

Conduct regular business reviews with key stakeholders to assess performance, align on goals, and identify opportunities for growth.

Stay connected to clients and monitor the ever-changing market to ensure continuous engagement and value delivery on a regular basis.

Organized, detail-oriented with the ability to multitask, prioritize, and respond quickly to client needs in a dynamic environment.

Team-focused attitude with a willingness to collaborate closely with peers, product management, and other internal stakeholders.

What You Have:

At least 3 years of experience in Account Management and meeting and/or exceeding quota in the position

Proven ability to cross sell multiple products and experience selling at a B2B software company that is more a platform than point solution

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

Flexible PTO

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.