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Account Manager

Confirmed live in the last 24 hours



201-500 employees

Provides home equity investments without monthly payments

Real Estate

Compensation Overview

$43.4k - $73.6kAnnually

Entry, Junior

Remote in USA

Field Sales
Strategic Account Management
Sales & Account Management
Required Skills
Customer Service
  • Minimum 1 year of phone sales experience in financial services or related fields.
  • Minimum 1 year of customer service experience in financial services or related fields.
  • Experience managing a pipeline of customers.
  • MLO license preferred but not required.
  • Bachelor’s degree in Finance, Business, or related field preferred but not required.
  • Moderate to strong computer skills.
  • G-Suite (Gmail, Google Calendar, etc.).
  • CRM experience (i.e., Salesforce) is preferred but not required.
  • Familiarity with the US real estate and/or mortgage processing is preferred but not required.
  • Complete pre-scheduled consultative sales calls with homeowners to understand their financial needs, assess their suitability for a Home Equity Investment, and educate them on its key details.
  • Proactively reach out to leads to complete consultative sales calls.
  • Proactively reach out to homeowners to ensure acceptance of their initial estimate and final offer.
  • Reach out to homeowners to provide pricing/product-related updates.
  • Respond to homeowners’ pricing/product-related questions or concerns in a timely manner.
  • Direct homeowners to the assigned production team member (Processor or Closer) for the appropriate assistance.
  • Prepare applications for initial underwriting review by verifying initial application documents and ensuring initial follow-up requests are resolved.
  • Ensure homeowners have scheduled and completed their financial counseling sessions and appraisals.
  • Maintain detailed notes of homeowner interactions.
  • Stay up to date with company policies, industry regulations, and legal requirements.
  • Attend department meetings, sales meetings, 1:1's, and company all-hands.
  • Complete assigned trainings.
  • Perform ad hoc sales tasks as they arise.

Point is a leader in the burgeoning fintech space, specializing in Home Equity Investments (HEI) that allow homeowners to tap into up to $500,000 of their home equity without the need for monthly payments or perfect credit. This company offers a unique financial solution backed by some of the industry's most respected investors, including Andreessen Horowitz. The fast-paced and innovative culture at this workplace attracts top talent who are eager to drive change and simplify financial intricacies for homeowners.

Company Stage

Series C

Total Funding



Palo Alto, California



Growth & Insights

6 month growth


1 year growth


2 year growth



Competitive compensation

Medical, dental, & vision premiums


Flexible remote & onsite work policy

Unlimited PTO

Parental leave


Cell phone stipend

Internet stipend