2 months ago
Account Manager (Inside Sales)
60 000 - 90 000$
Match & Cover letter
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Job description
Text:
TL;DR
Account Manager (Inside Sales): Managing a large pipeline of leads to maximize conversion from marketing qualified lead to funding with an accent on consultative selling and empathy. Focus on building relationships with homeowners, navigating complex financial products, and consistently exceeding sales quotas.
Location: Must be based in the U.S. (Remote or Hybrid in Palo Alto, CA).
Salary: $60,000 base + uncapped commission (OTE $90,000+).
Company
is a fintech company building a category-defining home equity platform, backed by top investors like Andreessen Horowitz and Greylock.
What you will do
- Manage a large, warm pipeline of leads using Salesforce to prioritize deal readiness.
- Conduct high-volume call blocks to uncover homeowner goals and tailor financing options.
- Drive conversion from marketing qualified lead to funding through consultative selling.
- Collaborate with Operations, Underwriting, and Customer Success teams to ensure a smooth homeowner journey.
- Participate in coaching, role-plays, and performance reviews to iterate on sales tactics.
- Maintain high-quality documentation and pipeline discipline.
Requirements
- Must be based in the U.S.
- At least 1 year of phone sales experience in financial services or a related field.
- Must obtain and maintain a Mortgage Loan Originator (MLO) license within 60 days of hire.
- Strong computer skills and experience with CRM tools like Salesforce.
- Ability to travel for two mandatory onsite events per year.
- Must have a dedicated home office space without outside distraction.
Nice to have
- Bachelor’s degree in Finance, Business, or a related field.
- Familiarity with U.S. real estate or mortgage processing.
Culture & Benefits
- Comprehensive medical, dental, and vision plans with FSA/HSA options.
- Unlimited paid time off and 10 company holidays.
- 401K retirement plan with life and disability insurance.
- Fully paid parental leave and transition time.
- Monthly stipends for internet, mobile, and wellness perks.
- Company-provided equipment including MacBook and monitor.
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