Account Manager (Inside Sales)

TL;DR

Account Manager (Inside Sales): Managing a large warm pipeline of leads to drive conversion from marketing qualified lead to funding with an accent on consultative selling and financial guidance. Focus on balancing speed with pipeline discipline, collaborating with underwriting and operations, and obtaining Mortgage Loan Originator licensing.

Location: Must be based in the U.S. (Remote or Hybrid with office in Palo Alto, CA).

Salary: $60,000 base + uncapped commission (OTE ~$90,000).

Company

A fintech company backed by Andreessen Horowitz and Greylock, focused on making homeownership more accessible by unlocking home equity value.

What you will do

• Maximize lead-to-funding conversion by managing a large, warm pipeline in Salesforce.
• Conduct high-volume call blocks to uncover homeowner goals and tailor financial solutions.
• Execute consultative selling techniques to guide homeowners through complex financial decisions.
• Collaborate cross-functionally with Operations, Underwriting, and Customer Success to ensure a smooth journey.
• Track performance metrics, engage in role-plays, and iterate on sales tactics to improve KPIs.
• Maintain high-quality documentation and pipeline discipline.

Requirements

• Must be able to obtain and maintain a Mortgage Loan Originator (MLO) license within 60 days of hire.
• At least 1 year of phone sales experience in financial services or a related field.
• Must be based in the U.S. with a dedicated home office space free of distraction.
• Ability to travel for two mandatory onsite events per year.
• Strong computer skills and familiarity with CRM software (e.g., Salesforce) and G Suite.
• Ability to undergo criminal background and credit checks for NMLS registration.

Culture & Benefits

• Comprehensive medical, dental, and vision insurance with HSA/FSA options.
• Unlimited paid time off plus 10 company holidays.
• Equity ownership in the company.
• Fully paid parental leave and transition time.
• Monthly stipends for internet, mobile plans, and wellness.
• 401(k) retirement plan and disability coverage.