Full-Time

Account Manager

Confirmed live in the last 24 hours

Polly

Polly

51-200 employees

Cloud-based platform for mortgage operations

Fintech
Financial Services

Junior, Mid

Remote in USA

Category
Customer Success Management
Sales & Account Management

You match the following Polly's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • At least 3 years of experience in Account Management and meeting and/or exceeding quota in the position
  • Proven ability to cross sell multiple products and experience selling at a B2B software company that is more a platform than point solution
  • Understanding of mortgage is strongly preferred
  • Past experience in Enterprise Saas sales
  • Excellent written and verbal communication skills
  • Strong interest in learning about Fintech
  • An entrepreneurial attitude with a strong desire to be an early and integral piece of a fast growing start-up
  • An eagerness, willingness and ability to learn about mortgage capital markets and Polly’s software offerings
  • Passionate about customer support and about the role it plays in making a customer-centric team successful
  • Highly motivated, resilient and a tenacious passion for winning
  • Ability to communicate technical problems in a elegant and tactful way
  • Empathy, diplomacy, tact, and poise under pressure when working through customer issues
Responsibilities
  • Proactively cross-sell and upsell products and services to existing clients, identifying opportunities to expand relationships and increase revenue.
  • Build and nurture strong executive relationships with key clients to drive engagement and position the company as a trusted partner.
  • Compose thoughtful, personalized responses for a variety of customer requests, ensuring client satisfaction and retention.
  • Make active contributions to help achieve team goals and successes, collaborating closely with cross-functional teams.
  • Manage input and feedback for all client-facing projects with detailed direction and timelines, especially for top-tier accounts.
  • Conduct regular business reviews with key stakeholders to assess performance, align on goals, and identify opportunities for growth.
  • Stay connected to clients and monitor the ever-changing market to ensure continuous engagement and value delivery on a regular basis.
  • Organized, detail-oriented with the ability to multitask, prioritize, and respond quickly to client needs in a dynamic environment.
  • Team-focused attitude with a willingness to collaborate closely with peers, product management, and other internal stakeholders.
Desired Qualifications
  • Understanding of mortgage is strongly preferred

Polly.io offers a cloud-based platform designed to improve operations in the mortgage industry. It provides tools that help lenders manage their mortgage processes more efficiently, using advanced technology to enhance loan pricing and lock processes. The platform includes a Loan Trading Exchange that connects buyers and sellers of mortgage loans, making the sale and settlement cycle more transparent and efficient. Polly.io also offers real-time analytics and data insights, which help lenders make better decisions. Unlike traditional mortgage solutions, Polly.io focuses on leveraging data science and machine learning to optimize performance. The goal of Polly.io is to empower lenders of all sizes to increase productivity and profitability through its comprehensive suite of services.

Company Stage

Growth Equity (Venture Capital)

Total Funding

$74.9M

Headquarters

San Francisco, California

Founded

2019

Growth & Insights
Headcount

6 month growth

1%

1 year growth

9%

2 year growth

11%
Simplify Jobs

Simplify's Take

What believers are saying

  • Polly's cloud-based platform aligns with the industry's digital transformation trend.
  • The integration with nCino enhances loan officer mobility and engagement opportunities.
  • Polly's Lender Intelligence tool provides valuable market insights for data-driven decisions.

What critics are saying

  • Increased competition from similar fintech solutions could erode Polly's market share.
  • Continuous technological advancements may require costly updates to Polly's platform.
  • Economic downturns could negatively impact demand for Polly's mortgage services.

What makes Polly unique

  • Polly offers the industry's first cloud-native, commercially scalable Product and Pricing Engine.
  • The platform integrates advanced data science and machine learning for superior mortgage pricing accuracy.
  • Polly's Loan Trading Exchange enhances transparency and efficiency in the mortgage loan sale cycle.

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Benefits

Professional growth & upward mobility

Competitive salaries

100% paid medical/vision/dental/disability/life insurance

Unlimited PTO

Remote environment