23 часа назад
Account Manager (Fintech)
60 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Account Manager (Fintech): Managing a large pipeline of qualified homeowners and converting leads into funded home-equity financing through consultative phone sales with an accent on empathy, qualification, and compliant customer guidance. Focus on maximizing lead-to-funding conversion, maintaining Salesforce pipeline discipline, obtaining an MLO license, and collaborating with Operations, Underwriting, and Customer Success.
Location: Remote within ’s U.S. states of operation; travel is required for two mandatory onsite events per year. A home office without outside distraction is required.
Salary: $60,000 annual base salary, plus uncapped commission. Expected first-year OTE is approximately $90,000, with a $1,500 monthly commission guarantee for the first three months.
Company
Digital Finance builds home-equity products designed to make homeownership more valuable and accessible.
What you will do
- Manage a large, warm pipeline of marketing-qualified homeowner leads in Salesforce.
- Run high-volume inbound and outbound call blocks, understand homeowner goals, and recommend appropriate financing options.
- Move qualified prospects efficiently through the sales process toward funding while maintaining accurate documentation.
- Maximize lead-to-funding conversion and consistently exceed performance targets.
- Collaborate with Operations, Underwriting, and Customer Success to deliver a smooth and compliant homeowner journey.
- Participate in role-plays, call reviews, coaching, and performance improvement initiatives.
Requirements
- At least one year of phone sales experience in financial services or a related field, including closing experience with the product sold.
- Experience managing a customer pipeline and driving deals to close.
- Ability to obtain an MLO license through NMLS within 60 days of starting and maintain it throughout employment; multi-state licensing may be required.
- Strong communication, computer, organizational, problem-solving, and attention-to-detail skills.
- Experience with CRM systems such as Salesforce is a plus; comfort with G Suite is required.
- Must reside in one of ’s states of operation and be able to travel to two mandatory onsite events annually.
Nice to have
- Bachelor’s degree in Finance, Business, or a related field.
- Familiarity with U.S. real estate or mortgage processing.
Culture & Benefits
- Remote-first work environment with the option to work in the Palo Alto headquarters.
- Weekly coaching, clear performance metrics, team gatherings, and advancement opportunities.
- Medical, dental, and vision coverage with FSA and HSA options.
- Unlimited paid time off, 10 company holidays, and paid parental leave.
- Equity, 401(k), life insurance, short- and long-term disability coverage, and financial wellness benefits.
- Internet, mobile, and wellness stipends, home-office reimbursement, and company-provided equipment including a MacBook and monitor.
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