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23 часа назад

Account Manager (Fintech)

60 000$
Формат работы
remote (только USA)
Тип работы
fulltime
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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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 hirify.global’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

hirify.global 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 hirify.global’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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