Full-Time

Account Manager

Confirmed live in the last 24 hours

Point

Point

201-500 employees

Access cash through home equity partnerships

Fintech
Financial Services

Compensation Overview

$43.4k - $62.1kAnnually

+ Commission up to 50% of base salary

Entry, Junior

Remote in USA

Category
Customer Success Management
Sales & Account Management
Required Skills
Salesforce
Customer Service
Requirements
  • 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.
  • Highly motivated self-starter.
  • Detail oriented.
  • Excellent communicator.
  • Problem Solver.
  • Adaptable.
  • Collaborative.
Responsibilities
  • 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.com provides financial services that allow homeowners to access cash by leveraging their home equity without the need for monthly payments, income verification, or a perfect credit score. Their model is based on a partnership approach, meaning they do not take ownership of the home but instead share in its value. Homeowners maintain full control of their property and can unlock funds for various needs, such as eliminating debt or funding large expenses. When homeowners sell their home, buy back their equity, or refinance, Point.com receives a share of the proceeds. This approach differentiates Point.com from traditional lenders, as they focus on providing flexible solutions tailored to individual financial situations. The company's goal is to help clients achieve financial freedom while offering exceptional customer service, as evidenced by their positive reviews on Trustpilot.

Company Stage

N/A

Total Funding

$141.5M

Headquarters

Palo Alto, California

Founded

2015

Growth & Insights
Headcount

6 month growth

-12%

1 year growth

-4%

2 year growth

-4%
Simplify Jobs

Simplify's Take

What believers are saying

  • The recent $141 million securitization deal with Atalaya Capital Management highlights Point.com's strong financial backing and growth potential.
  • Raising $115 million in Series C funding, backed by Prudential Financial, indicates robust investor confidence and the potential for significant expansion.
  • Point.com’s innovative model provides homeowners with flexible financial solutions, potentially attracting a broad customer base seeking alternatives to traditional loans.

What critics are saying

  • The recent job cuts at Point.com could indicate underlying financial or operational challenges, potentially affecting employee morale and company stability.
  • The competitive landscape in the financial services sector may pressure Point.com to continuously innovate to maintain its unique market position.

What makes Point unique

  • Point.com offers a unique financial solution by allowing homeowners to access home equity without monthly payments, income requirements, or perfect credit scores, unlike traditional lenders.
  • Their partnership model, where they share in the home's value without adding themselves to the title, sets them apart from other equity release solutions.
  • Point.com’s strong emphasis on customer service, as evidenced by positive Trustpilot reviews, further differentiates them in the financial services market.

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Benefits

Competitive compensation

Medical, dental, & vision premiums

FSA & HSA

Flexible remote & onsite work policy

Unlimited PTO

Parental leave

401(k)

Cell phone stipend

Internet stipend